積立NISA管理アプリ

The "NISA Investment Management App" is an app that combines information on investment trusts eligible for NISA's regular investment allowance with management of your holdings.

By registering funds you're interested in under "MY Investment Trusts," setting monthly investment amounts and allocations, and entering purchase and sale records, you can easily check your current asset status and unrealized gains/losses.

[Main Features]

・List display of funds eligible for NISA's regular investment allowance

・Filtering by fund management company, designated index, investment target, etc.

・Checking the net asset value and the change from the previous day (price range/rate of return)

・Setting monthly investment amounts and allocations for each fund

・Displaying the weighted average trust fee of the portfolio

・Managing purchase and sale records

・Checking total investment amount, number of units held, unrealized gains/losses, and profit margin

・Graph display of net asset value and asset allocation

・Simulation based on investment amount, investment period, and expected return

・Backup and restore using Google Drive

This app is recommended not only for those who want to start regular investment but also for those who want to organize multiple investment trusts in an easy-to-understand way. You can check everything from daily price movements to investment allocation and investment status on a simple screen.

*The information in this app is intended to provide information for reference in making investment decisions and is not an inducement to invest. We do not guarantee the accuracy of the displayed information or calculation results. Please make your final investment decisions at your own risk.