With a variety of charts, powerful fund search, and
portfolio functions, you can quickly check profit and loss status and data by asset class.
Morningstar's "My Investment Trust (former name: Stock / Investment Trust Information)" allows you to check the base price of all additional investment trusts in Japan, and supports your asset management from various charts and ranking information of selling points and investment results. To do.
◆ Significantly expanded fund information If you are uncertain about choosing a fund
that comprehensively understands the contents of the fund from multiple charts and information, . You can also search for a dedicated defined contribution pension (401k) fund, so iDeCo ) You can also get information on compatible funds. ◆ Enhanced stock management function Quick price confirmation with watch list Detailed profit and loss management with portfolio Since it also supports funded investment, you can also manage the assets of NISA. Not only real-time PTS prices and trading market stock prices, but also information on world stock indexes such as the Nikkei 225 is packed (trading market stock prices are closing prices). ◆ Search / ranking function that allows you to select funds from various perspectives Search for funds with excellent long-term management and funds with large net assets Under detailed conditions Use total returns, fund inflow / outflow rankings, etc. to collect new investment information ◆ Detailed analysis is possible by . More detailed and deeper analysis, effective use for asset management ◆ Supports overseas indexes and exchange rate information ■ Function list
<Watch list function>
Register your favorite brands in the watch list and easily check daily price movements.
<Detailed function of stocks> ◇ Display various charts such as investment trusts alone, comparisons, reserves, inflows and outflows Check
detailed data returns and risk indicators for sales companies, distributions, net assets, etc. It is also possible to compare with the download of the prospective report , investment report, and monthly report . ◇ Check index indicators and link to related news ◇ Check high and low exchange prices and link to related news <Portfolio function> Asset management and management is possible in cooperation with MS Club member ID. Profit / loss information / Registered stock information / Data by asset class / Data by region / country / Cost <Ranking> Check ranking information of various categories such as total return and inflow of funds Trend check stocks and PTS in daily ranking of inflow and outflow of funds , Domestic / overseas ETF, can be directly linked to the ranking page of virtual currency
<Search / comparison function> Search
for your favorite fund with various condition setting, sorting, and stock comparison functions. Search
for data such as total return and Sharpe ratio over a long period of time. Search for
stocks and ETF stocks. Search for
a large number of indexes and exchange data. Search
<Manabu>
New funds and the latest fund news by analyzing inflow and outflow data, etc.
Financial calculator function that is convenient for yield calculation for asset formation and asset utilization
Investment trusts Glossary of investment trusts that even beginners can easily understand
Seminar / event information
"My Investment" The information posted on the "Trust" app does not meet the display requirements for advertisements, etc. based on the Financial Instruments and Exchange Law.
If you are interested in the sales company headquarters, please contact Morningstar.
indexes has been fixed.
Fixed a minor bug in the watchlist.
We have added overseas ETF content.
To improve usability, we have removed the top display inventory.
minor bugs
We have lifted the function restrictions so that all users can use the factor analysis function and ranking information on the fund details page.
◆ Details of stocks Function
Factors of fund performance are broken down by country and asset
◆ Ranking In
the daily ranking of fund inflows and outflows, trend checks
A link to the investment trust disclosure material page has been added to the fund details page.
◆ Prospectus / Monthly Report Information
You can download and view the prospectus, operation report, and monthly report by moving to the download page.
December 25, 2019
We have added useful content for those who start investment trusts.
◆ Financial Calculator
asset formation of the target amount of money set to convenient financial calculator function
funded and operated yield calculation - the reversal achieve the planned asset management in the calculation
◆ investment trust glossary
add commentary about the terms that are often used by investment trusts
As of June 21, 2019, this release contains the following bug fixes:
・ When the specified conditions overlap, such as when the server is congested, events that the registered stocks in the watch list are deleted on some terminals
We apologize for the inconvenience this caused to customers who had their watch list deleted.
My Investment Trust will continue to improve its functions and add new functions.
The following features were updated on June 12, 2019.
・ Change of the color compared with the previous day (+ / Red:-/ Green)
・ Improving the visibility of the watch list ・ Improving the stock chart (up to 5 years, add dividend / division information)
-Partial change in brand page design-Addition of investment trust, expansion function of inflow and outflow charts-Correction of some other defects
My Investment Trust will strive to provide better services in the future.
If you have any questions or inquiries, please contact us from the "Inquiries and FAQs" in the app.
Morningstar application "stock / investment trust information" which recorded 670,000 downloads of the definitive edition of the financial application is renewed.
"My investment trust"
Check out mutual fund, stock price, exchange rate, index information for free!
・ Fund information that has been greatly expanded The contents of the fund can be comprehensively understood with multiple charts and information. If you are confused about choosing a fund, the comparison function is recommended. Profit and Loss Management Real-time PTS price and stock price delayed by 20 minutes as well as individual stock news can be confirmed immediately ・ Search and ranking function that can select funds from various cut-offs Search under various conditions Realization of collection of new investment information utilizing total return and ranking of capital inflow / outflow ・ Detailed analysis is possible by downloading data More detailed analysis in more depth and effective utilization for asset management
※ Some functions require registration for paid service.
The information contained in the "My Mutual Fund" app does not meet the requirements for displaying advertisements etc under the Financial Instruments and Exchange Act.
· A function to notify funds whose reference price of the day was updated by push notification has been added. · Funds whose base price of the day was updated became marked. · Indexes and product information of 28 countries (35 types) such as US NASDAQ index and crude oil can be confirmed. · On the search screen, exchange rates and indices are displayed in list form, making searching easier. · Fixed bugs and improved performance.
