My 投資信託－ 投信や株式の資産管理、投資情報アプリ

Wealth Advisor Co., Ltd.

Contains ads

About this app

TVarious charts and powerful fund search


Wealth Advisor's "My Investment Trust" allows you to check the base price of all additional investment trusts in Japan, and supports your asset management from a variety of charts and ranking information on best sellers and investment performance.

◆Export/import function
Added watchlist export/import function.
By downloading it before changing the model, you can carry over the stocks registered in your watchlist.

◆Significantly expanded fund information
Multiple charts and information provide a comprehensive understanding of the fund's contents.
If you are unsure about choosing a fund, we recommend the comparison function.
You can also search for funds dedicated to defined contribution pension plans (401k), so you can also obtain information on iDeCo-compatible funds.

◆Complete stock management functions
Quickly check prices with watchlist
Full of information on world stock indexes including the Nikkei Average (stock prices are updated at closing prices).

◆Search and ranking function that allows you to select funds from various perspectives
Search by detailed conditions such as funds with excellent long-term management and funds with large net assets.
Gather new investment information by utilizing total returns, capital outflow/inflow rankings, etc.

◆Detailed analysis is possible based on each year's return and asset composition
More detailed and deeper analysis and effective use for asset management

◆Also supports overseas index and exchange rate information

■Function list
＜Watchlist function＞
Register your favorite stocks to your watchlist and easily check price movements on a daily basis.

＜Stock details function＞
◇Investment trusts
Display various charts such as single unit, comparison, accumulation, inflow and outflow etc.
Detailed data on sales companies, distributions, net assets, etc.
Also check return and risk indicators
Comparisons can also be made with compatible funds, competing funds, and benchmarks.
Download prospectus, investment report, monthly report
Disaggregates fund performance factors by country and asset

◇Stocks/ETFs
Check stock price

＜Ranking＞
Check ranking information in various categories such as total return, capital inflow, etc.
Check trends with daily ranking of capital inflows and outflows

＜Search and comparison function＞
Search for your favorite fund using various condition settings, sorting, and stock comparison functions.
Search for data such as total return and Sharpe ratio over a long period of time
Search for stocks/ETFs
Search a large number of index and currency data


Convenient for calculating yield for asset formation and asset utilization

The information posted on the "My Investment Trust" app does not meet the display requirements for advertisements, etc. based on the Financial Instruments and Exchange Act.
If you are interested in sales company headquarters, please contact your wealth advisor.

What’s new

セキュリティ対策を実施しました。ポートフォリオ機能のサービスを終了しました。