Master Your Investments with Confidence

Empowering you with the tools to effortlessly manage and grow your personal portfolio
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Key Features

Portfolio Analysis

Generative AI

Use AI that has learned from your portfolio as a chatbot

Asset Allocation

Classify assets by stock, sector, country, and asset type, and check the status of diversified investments

Dividend Management

Check historical dividend performance, dividend schedules, and yields based on current prices and acquisition amounts with time series data

Risk Management

Visualize current portfolio risk and check the optimal holding ratio based on modern portfolio theory

Return Analysis

Visualize monthly heatmaps, maximum loss predictions, and performance through multiple factor analysis

Company Analysis

Financial Statements Analysis

Analyze the financial health of a company, including the three main financial statements

Segment and Regional Sales Analysis

Analyze company sales by segment and region (for US-listed companies only)

Key Metrics Analysis

Check key metrics such as ROE, PBR, and PER

Generative AI

Use generative AI to provide real-time chat based on financial statements and company data

Find the plan that works for you

We offer flexible payment options and the freedom to cancel anytime.

    Free

    0

    / mo

    A starter kit with basic tools and standard AI chat for financial insights.

    • Portfolio Analysis

        1 Portfolio with up to 5 Holdings

        Analysis of Risk, Return, and Dividends

        Optimization (Efficient Frontier Model)

    • Stock Analysis

        US and Japan Listed Companies

        ETF

    • AI Chat

        10 Chat Prompts per Month

        Personalized AI for Portfolio Management

        Chatbot Trained on Financial Statements

    • Additional Features

        Early access to new features

        Get a checkmark next to your Username

    Early Access: 20% Off

    Starter

    $12

    / mo
    Regular Price$15/mo

    A personalized AI-powered intermediate kit

    • Portfolio Analysis

        Up to 5 Portfolios, 50 Holdings each

        Analysis of Risk, Return, and Dividends

        Optimization (Efficient Frontier Model)

    • Stock Analysis

        US and Japan Listed Companies

        ETF

    • AI Chat

        100 Chat Prompts per Month

        Personalized AI for Portfolio Management

        Chatbot Trained on Financial Statements

    • Additional Features

        Early access to new features

        Get a checkmark next to your Username

Current Development Status

2024 Q4

Macroeconomic Analysis Model

Planned2024-12

Add features to analyze macroeconomic factors using data sources such as FRED

Cryptocurrency Analysis Model

Planned2024-12

Provide cryptocurrency analysis features by connecting users' wallets

API Integration

In Progress2024-12

Automate management of multiple accounts through integration with securities companies

Expand Analyzed Assets

In Progress2024-12

Include mutual funds and bonds as analysis targets to broaden the scope of asset analysis

2024 Q3

Enhance AI Chat

Completed2024-10

Provide clearer explanations of complex financial terms and calculation processes

Model Enhancement (GARCH Model)

Completed2024-10

Implement a GARCH model to predict future risks based on historical statistical data

Black-Litterman Model Implementation

Completed2024-10

Implement the Black-Litterman optimization model based on users' market outlooks to enhance portfolio analysis

Beta Release

Completed2024-09

Release the platform's beta version to obtain user testing and feedback

2024 Q2

Chatbot

Completed2024-06

Chatbot feature that responds to user queries and provides support based on financial statements and portfolio data

Portfolio Analysis

Completed2024-06

Feature to evaluate and analyze users' portfolios

Sharing Features

Completed2024-06

Feature to allow users to share portfolio analysis results among each other

Stock Analysis

Completed2024-04

Add analysis capabilities for listed companies and ETFs in Japan and the United States