OneStock すべての資産が、一目でわかる

Features OneStock すべての資産が、一目でわかる

"All assets can be seen at a glance"OneStock is an asset management app jointly developed by Nomura Securities and Money Forward!
We support you to visualize your assets and enrich your life.-------------------------------------------------- ----------◆ Features of OneStock1.
Centralized management of assets2.
You can see the asset life3.
Can diagnose your assets-------------------------------------------------- ----------◆ Overview[Centralized management of assets]・ All assets can be seen at a glanceWith the account aggregation function, it is possible to centrally manage the assets held by multiple financial institutions by automatic renewal and grasp the overall picture and balance of your assets.Assets that can be linked:Deposits / MRF / Foreign currency deposits / Foreign currency MMF / Domestic stocks / Stock options / Foreign stocks / Domestic bonds / Foreign bonds / Investment trusts / Cryptographic assets / Margin transactions / FX / CFD / Defined contribution pensions / Public pensions / Insurance / Precious metals / Real Estate AI Assessment Price / Loan* Data may not be linked with some financial institutions / accounts.・ Group function (premium service only)Assets linked to OneStock can be grouped according to the characteristics of assets such as purpose and name, regardless of assets or financial institutions.[Asset life can be seen]With the cooperation of the Nomura Securities Pension Research Institute, which knows all about Japanese pensions and retirement allowances, we have developed a function to calculate asset life by collecting know-how and statistical data accumulated over many years.
With a minimum of input, you can know the remaining period (asset life) of the current asset.[You can diagnose your assets]・ Asset reportThe monthly / yearly reporting feature allows you to view overall trends and individual stock performance.・ Consider monthly savingsWe will calculate the monthly savings required to realize the life plan from the answers to questions related to life events such as future real estate purchases and going on to school for children.It is possible to compare the calculated savings amount with the current savings amount.In addition, the monthly savings required to realize the life plan is decomposed into the deposit amount and the reserve investment amount, and the allocation ratio is presented.・ Review asset allocation (premium service only)We will present a recommended portfolio from 5 simple questions and asset information.You can also visualize the current portfolio and grasp the deviation from the recommendation.
In addition, we will also present how much of the total assets is appropriate to manage based on asset information and estimation of asset life.・ Your situation (premium service only)You can diagnose the status of your assets by comparing the total assets, asset composition, etc.
with users whose financial assets and attributes are similar to you.* Some functions are provided only as a premium service (charged).
Twice◆ About OneStock"One"At the same time as the number oneIt means "to unite and put together".In other words, it means "individual" (each asset dispersed in multiple financial institutions), and at the same time, it also refers to an aggregate that brings them together.
We have developed an asset management tool that allows you to see all your assets at a glance."Stock""Assets accumulated at some point".As you know, everything is the result of the accumulation of small things.And the act of accumulating is not only a proof of the current situation, but also the process up to that point, the accumulation of assets inherited from the past and dear people who have worked hard to build assets.
The real purpose of this app is to visualize and properly manage the assets that are important to you, eliminate vague anxiety, and provide future-oriented support.OneStock means important assets-stock-to put together-one-, and the idea of ​​accumulating each asset-one-for the future-stock-is included.To make these happen in your hands, we have developed this app.◆ About iconsThe collection of icon boxes is inspired by the underlying balance sheet in personal asset consultation and corporate financial strategy.
In addition, the icons were created using the golden ratio to express the balance between visual beauty and the value provided by the app, which is important for properly managing assets and portfolios.◆ Premium serviceData linkage frequency increases and additional diagnostic functions can be used![Premium service period]The premium service registration period will be automatically renewed every month from the start date.[Premium service charges]550 yen per month (tax included, automatic renewal)◆ CautionPlease be sure to check the "Terms of Service", "Premium Service Terms of Service", "Privacy Policy" and "Service Policy" before using.terms of servicehttps://www.nomura.co.jp/onestock/terms/termsofuse.htmlPremium Service Terms of Servicehttps://www.nomura.co.jp/onestock/terms/termsofpremium.htmlprivacy policyhttps://www.nomura.co.jp/guide/privacy.htmlService policyhttps://www.nomura.co.jp/onestock/terms/servicepolicy.html[Disclaimer related to information such as real estate AI appraisal price]・ Information such as real estate AI appraisal prices provided by this service (hereinafter referred to as "this information") is collected by Collabbit Co., Ltd.
(hereinafter referred to as "our company") by an original method.
, This information is analyzed, and the user shall utilize this information as reference information for asset management including real estate.・ Users understand that the transaction price of real estate changes depending on individual factors such as area, shape, and front road conditions, and even for the same real estate, the price may differ depending on the circumstances of the transaction.
In addition, this information shall be utilized.・ The user acknowledges in advance that we do not guarantee the up-to-dateness, truthfulness, safety, appropriateness, usefulness, and certainty of mediation / purchase of this information.
We are not responsible for any damage caused by this information.・ The Company may temporarily suspend the provision of this information due to maintenance, disaster recovery, service modification, natural disasters, emergencies, or other reasons.-------------------------------------------------- ----------Nomura Securities Co., Ltd.Financial Instruments Business Operator Kanto Finance Bureau Director (Kinsho) No.
142Membership Association / Japan Securities Dealers Association, Japan Investment Advisers Association, General Incorporated Association Financial Futures Trading Association, General Incorporated Association Type 2 Financial Instruments Business Association