Robofolio is an app that allows you to manage and analyze stock and investment trust information from online securities companies.
By tapping the update button, you can obtain the latest data in real time.
It also supports annual profit and loss, AI-based stock suggestions, company information, dividend information, and screening.

*Downloading the app and basic functions are free.

Currently, the supported financial products are as follows.
・Japanese stocks (cash/credit): All securities companies offering them
・US stocks (SBI Securities, Rakuten Securities, Monex Securities)
・Investment trusts: All securities companies offering them
・NISA compatible: All securities companies that offer it
・Junior NISA: Compatible with some securities companies

[Basic functions]
(1) Home screen
You can view the current total assets and the latest stock increase/decrease information.

(2) Stocks held
You can check the breakdown of each asset, annual increase/decrease chart, and income and expenditure of each securities company from the total assets. You can also check stock price information from detailed information on individual stocks. You can see the latest 200 transaction history in past transaction history.

(3) Profit and loss analysis function
You can check weekly, monthly, and annual increases and decreases in assets and income and expenses excluding deposits and withdrawals.

(4)AI function
We use Amazon Personalized to provide information on stocks held by people with similar buying and selling trends as the user.

(5) Dividend calendar
The vesting date and expected dividend amount are listed.

(6) Screening function
It is possible to display stocks by entering conditions such as ROE, PER, PBR, dividend information, etc.

(7) Timely disclosure function
You can check the information disclosed on TDnet/EDINET. Also, by disclosing your favorite companies and setting keywords, you can receive push notifications of information that interests you.

▼About compatible securities companies
SBI Securities, Monex Securities, Rakuten Securities, Matsui Securities, au Kabucom Securities, GMO Click Securities, Okasan Online Securities, SBI Neomobile Securities, Nomura Securities, Daiwa Securities, SMBC Nikko Securities

▼About update time
At Robofolio, data is acquired on the system side from 4:00 pm and 9:00 pm every day.
Since we will obtain registered user information from the securities company, it will take some time even though all the updates for the target users are completed.
It takes about 1 to 2 hours. Also, if you are unable to log in to your securities company multiple times,
Automatic updates are locked, so manual updates from the app are required to unlock them.
*The update time may change depending on the status of the securities company and the number of users.

You can also update the data between 9:00 a.m. and 7:00 p.m. on weekdays by tapping the update button on the top right of the app or PC.

▼About security
Robofolio basically requires a user ID and login password.
Some securities companies have passwords specifically for trading, but you do not need to register for these.

▼Terms of use
https://robofolio.jp/terms/