Various charts and powerful fund search,
With the portfolio function, you can quickly check the profit and loss status and data by asset class.
Wealth Advisor's "My Investment Trusts" allows you to check the base prices of all open-type investment trusts in Japan, and supports your asset management from various charts, top-selling and investment performance ranking information.
◆Export/Import functions added
Added watch list export/import function.
With this, it is possible to take over the stocks registered in the watch list in the previous application.
◆Significantly expanded fund information
Multiple charts and information provide a comprehensive understanding of the fund's contents
If you are unsure about which fund to choose, we recommend using the comparison function.
You can also search for defined contribution pension (401k) dedicated funds, so you can also obtain information on iDeCo compatible funds.
◆Extensive stock management function
Quick price check with Watchlist
Detailed profit and loss management in the portfolio
It also supports accumulated investment, so you can also manage Tsumitate NISA (Nisa) assets.
Full of information on world stock indices such as the Nikkei Stock Average (stock prices are updated at closing prices).
◆ Search and ranking function that allows you to select funds from various angles
Search by detailed conditions such as funds with excellent long-term management and funds with high net assets
Collect new investment information by utilizing total return and capital inflow/outflow rankings, etc.
◆ Detailed analysis is possible based on the return and asset composition of each year
More detailed and deeper analysis, effective use in asset management
Supports overseas indices and exchange rate information
■ Function List
Register your favorite stocks in the watch list and easily check price movements on a daily basis.
◇Investment trusts
Display various charts such as non-consolidated, comparison, accumulation, inflow and outflow
Detailed data such as sales companies, dividends, net assets, etc.
Confirm return and risk indicators
It is also possible to compare with compatible funds, competing funds, and benchmarks
Prospectus, investment report, monthly report download
Fund performance factors are broken down by country and by asset
◇Stocks/ETFs
Confirm stock price
Related news is also displayed
◇Index
You can check indicators and link to related news
◇Forex
You can check high and low prices and link to related news
You can operate and manage assets by linking with your WA club member ID.
Profit/Loss Information/Registered Stock Information/Data by Asset Class/Cost
Check the ranking information of various categories such as total return, fund inflow, etc.
Check trends with daily rankings of inflows and outflows
Direct links to ranking pages for stocks, domestic/overseas ETFs, and cryptocurrencies
Search for your favorite fund with various condition settings, sorting, and stock comparison functions
Long-term search for data such as total return and Sharpe ratio
Search stocks and ETFs
Search a large number of indices and exchange data
New fund and the latest fund news based on inflow and outflow data analysis, etc.
Financial calculator function useful for calculating yields for asset formation and asset utilization
Easy-to-understand investment trust terminology for beginners
Seminar/event information
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.
With the portfolio function, you can quickly check the profit and loss status and data by asset class.
Wealth Advisor's "My Investment Trusts" allows you to check the base prices of all open-type investment trusts in Japan, and supports your asset management from various charts, top-selling and investment performance ranking information.
◆Export/Import functions added
Added watch list export/import function.
With this, it is possible to take over the stocks registered in the watch list in the previous application.
◆Significantly expanded fund information
Multiple charts and information provide a comprehensive understanding of the fund's contents
If you are unsure about which fund to choose, we recommend using the comparison function.
You can also search for defined contribution pension (401k) dedicated funds, so you can also obtain information on iDeCo compatible funds.
◆Extensive stock management function
Quick price check with Watchlist
Detailed profit and loss management in the portfolio
It also supports accumulated investment, so you can also manage Tsumitate NISA (Nisa) assets.
Full of information on world stock indices such as the Nikkei Stock Average (stock prices are updated at closing prices).
◆ Search and ranking function that allows you to select funds from various angles
Search by detailed conditions such as funds with excellent long-term management and funds with high net assets
Collect new investment information by utilizing total return and capital inflow/outflow rankings, etc.
◆ Detailed analysis is possible based on the return and asset composition of each year
More detailed and deeper analysis, effective use in asset management
Supports overseas indices and exchange rate information
■ Function List
Register your favorite stocks in the watch list and easily check price movements on a daily basis.
◇Investment trusts
Display various charts such as non-consolidated, comparison, accumulation, inflow and outflow
Detailed data such as sales companies, dividends, net assets, etc.
Confirm return and risk indicators
It is also possible to compare with compatible funds, competing funds, and benchmarks
Prospectus, investment report, monthly report download
Fund performance factors are broken down by country and by asset
◇Stocks/ETFs
Confirm stock price
Related news is also displayed
◇Index
You can check indicators and link to related news
◇Forex
You can check high and low prices and link to related news
You can operate and manage assets by linking with your WA club member ID.
Profit/Loss Information/Registered Stock Information/Data by Asset Class/Cost
Check the ranking information of various categories such as total return, fund inflow, etc.
Check trends with daily rankings of inflows and outflows
Direct links to ranking pages for stocks, domestic/overseas ETFs, and cryptocurrencies
Search for your favorite fund with various condition settings, sorting, and stock comparison functions
Long-term search for data such as total return and Sharpe ratio
Search stocks and ETFs
Search a large number of indices and exchange data
New fund and the latest fund news based on inflow and outflow data analysis, etc.
Financial calculator function useful for calculating yields for asset formation and asset utilization
Easy-to-understand investment trust terminology for beginners
Seminar/event information
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.
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