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 Q1
2025 Q1
API Integration
Planned
Automate management of multiple accounts through integration with securities companies
Customize Dashboard
In Progress
Allow users to personalize their dashboard layout and widgets
Cryptocurrency Analysis Model
In Progress
Provide cryptocurrency analysis features by connecting users' wallets
2024 Q4
2024 Q4
Macroeconomic Analysis Model
Completed
2024-12Add features to analyze macroeconomic factors using data sources such as FRED
Enhance AI Chat
Completed
2024-12Provide clearer explanations of complex financial terms and calculation processes
2024 Q3
2024 Q3
Black-Litterman Model Implementation
Completed
2024-10Implement the Black-Litterman optimization model based on users' market outlooks to enhance portfolio analysis
Beta Release
Completed
2024-09Release the platform's beta version to obtain user testing and feedback
2024 Q2
2024 Q2
Chatbot
Completed
2024-06Chatbot feature that responds to user queries and provides support based on financial statements and portfolio data
Portfolio Analysis
Completed
2024-06Feature to evaluate and analyze users' portfolios
Sharing Features
Completed
2024-06Feature to allow users to share portfolio analysis results among each other
Stock Analysis
Completed
2024-04Add analysis capabilities for listed companies and ETFs in Japan and the United States