アセプラ（みんかぶアセットプランナー）

Features アセプラ（みんかぶアセットプランナー）

"MINKABU ASSET PLANNER" (hereinafter referred to as "Acepra") is a service to support those who aim for asset formation."Acepra" mainly consists of the following functions, and provides asset management and operation support for asset increase / decrease, portfolio management / analysis, and achievement target amount.・ Account batch management function・ Asset grouping function・ AI advisor・ Asset formation status report function・ Transaction history functionBy linking login IDs of multiple securities companies and "Moneytree", it is possible to link with account information of various securities companies and banks and asset information such as electronic money.[Account batch management function]You can check the valuation amount, transaction history, holding stock information, etc.
of cash stocks and credit stocks scattered among multiple securities companies at once.You are freed from the hassle of logging in to multiple securities companies and checking asset transitions, and you can visually grasp the asset status on a visualized screen.In addition, by linking the login ID of "Moneytree", you can acquire financial assets (banks, credit cards, electronic money, etc.) other than securities companies.Get the account information of various securities companies and banks, and lets "visualize assets" with Asepura.[Asset grouping function]Assets linked to accounts can be managed by dividing them into groups.You can use it in various ways depending on the person who uses it, such as "education funds" and "old age funds" for each purpose, and "savings" and "living expenses" for different purposes.
You can set an "asset target amount" for each group and check the daily progress rate.[AI Advisor]AI advisor is a function that gives advice for achieving asset goals.Based on the set target value and lifetime event (house purchase, retirement funds, etc.), we will suggest the operational status to achieve the target and the correction plan when a deviation occurs.[Asset formation status report function]You will receive an analysis report of your investment for improvement.Visualize your asset status and provide daily (*), weekly, and monthly reports.
You can also get information quickly by linking with LINE.* Daily reports are delivered excluding weekends and holidays.
[Transaction history function]You can check the transaction history that shows the timing of buying and selling.On the holding stock page, the history of buying and selling is plotted on the stock price chart, and you can look back on your trading timing.By checking where you are buying and selling, you may find it useful for future transactions.You can also check the transaction history in a list.
You can narrow down by period, transaction type, and securities company.[About this application]This application is an application for you to use the Internet service "Minkabu Asset Planner" comfortably.
To use it, you need to register as a Minkabu member in advance.
In addition, some functions require Minkabu Premium membership registration (charged).【please note】Please be sure to check the "Terms of Service" and "Privacy Policy" before using.·Terms of servicehttps://info.minkabu.jp/tw_terms/·privacy policyhttps://minkabu.co.jp/privacy_policy[Operating company]Minkabu The Infonoid Co., Ltd.https://minkabu.co.jp/