My 投資信託－ 投信や株式の資産管理、投資情報アプリ 1.0.3

Comprehensive Chart Options and Advanced Fund Search Capabilities

Wellness Advisor's "My Investment Trust" enables users to access net asset values for all domestic open-ended investment trusts, supported by a variety of detailed charts and ranking information on bestsellers and performance metrics. This tool aims to assist investors in making informed asset management decisions.

◆Export and Import Functionality

An export/import feature for watchlists has been introduced, allowing users to download their watchlist data prior to device changes, thereby preserving registered securities.

◆Expanded Fund Information

The platform offers comprehensive insights through multiple charts and data points, facilitating a thorough understanding of fund compositions. If users face difficulties when selecting funds, the comparison feature is recommended. Additionally, search functions include options for dedicated defined-contribution pension funds (such as 401k) and iDeCo-compatible funds.

◆Robust Securities Management Features

• Quick price checks via watchlists
• Extensive coverage of global indices, including the Nikkei 225 (with closing price updates).

◆Versatile Search and Ranking Functions for Fund Selection

• Filter funds based on long-term performance, large assets under management, and other detailed criteria
• Utilize total return figures, capital flow rankings, and more to gather new investment insights

◆In-Depth Analysis by Yearly Returns and Asset Composition

The platform enables granular analysis of historical returns and asset allocation, providing valuable insights for effective portfolio management.

◆Support for International Indices and Currency Exchange Data

Additional support includes access to global index performance and currency rates, broadening the scope for international investment analysis.

■ Features Overview

<Watchlist Function>

Create a personalized watchlist to monitor preferred securities easily, facilitating daily tracking of market movements.

<Security Details>

• Investment Trusts: Display various charts such as single, comparative, accumulation, and inflow/outflow trends
• Additional data including fund providers, dividends, net assets, returns, risk metrics, and comparisons with peer funds or benchmarks
• Download options for prospectuses, annual reports, and monthly updates
• Decomposition of performance factors by country and asset class

• Stocks & ETFs: Current price information

<Rankings>

• Access rankings based on total returns, capital flows, and other categories
• Monitor daily trends through inflow/outflow rankings

<Search & Comparison Tools>

• Search for funds using customizable filters, sorting options, and comparison features
• Analyze long-term data including total return figures and risk-adjusted metrics like the Sharpe ratio
• Search capabilities extend to stocks & ETFs as well as numerous indices and currency exchange rates

<Financial Calculators>

This tool assists users in calculating yields critical for wealth accumulation and utilization strategies.

Please note that the information provided within the "My Investment Trust" app does not meet the advertisement disclosure requirements under the Financial Instruments and Exchange Act. For further inquiries regarding sales channels or related matters, please contact Wellness Advisor directly.