Key Features
Portfolio Analysis
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
Current Development Status
2025
2025
Automate management of multiple accounts through integration with securities companies
Allow users to personalize their dashboard layout and widgets
Provide cryptocurrency analysis features by connecting users' wallets
Enhance platform speed and reliability with advanced caching and infrastructure improvements
Sophisticated backtesting engine with multiple scenarios and Monte Carlo simulations
Interactive 3D visualization of market sectors and stock relationships using advanced WebGL rendering
2024
2024
Release the platform's beta version to obtain user testing and feedback
Chatbot feature that responds to user queries and provides support based on financial statements and portfolio data
Feature to evaluate and analyze users' portfolios
Add analysis capabilities for listed companies and ETFs in Japan and the United States
Feature to allow users to share portfolio analysis results among each other
Implement the Black-Litterman optimization model based on users' market outlooks to enhance portfolio analysis
Provide clearer explanations of complex financial terms and calculation processes
Add features to analyze macroeconomic factors using data sources such as FRED