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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.
Portfolio Analysis
1 Portfolio with up to 2 Holdings
Analysis of Risk, Return, and Dividends
Optimization (Efficient Frontier Model)
Personalized AI Assistance
Stock Analysis
US and Japan Listed Companies
ETF
Chatbot Trained on Financial Statements
Additional Features
Beta Features Access
Portfolio Analysis
Up to 5 Portfolios, 50 Holdings each
Analysis of Risk, Return, and Dividends
Optimization (Efficient Frontier Model)
Personalized AI Assistance
Stock Analysis
US and Japan Listed Companies
ETF
Chatbot Trained on Financial Statements
Additional Features
Beta Features Access
Free
0
/ moA starter kit with basic tools and standard AI chat for financial insights.
Starter
$15
/ moA personalized AI-powered intermediate kit
Current Development Status
API Integration
Automate the management of multiple accounts through integration with brokerage firms
Expand Assets for Analysis
Plan to add mutual funds and bonds as analyzable assets
AI Chat Enhancement
Make complex financial terms and calculation processes easier to understand
Enhance Models
Plan to implement a model that predicts potential risks for the next day based on past statistical data
Sharing Features
Allows users to share portfolio analyses with each other