Publisher Description
Various charts and powerful fund search,
Quickly check profit and loss status and data by asset class with the portfolio function.
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 top sellers and investment performance. To do.
◆ Significantly expanded fund information
Comprehensive understanding of the contents of the fund with multiple charts and information
If you are unsure about choosing a fund, the comparison function is recommended.
You can also search for funds dedicated to defined contribution pension plans (401k), so you can also get information on funds that support iDeCo.
◆ Enhanced brand management function
Quickly check prices on your watch list
Detailed profit and loss management in the portfolio
Since it also supports funded investment, you can also manage the assets of freshly-picked 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 by detailed conditions such as funds with excellent long-term management and funds with large net assets
Realize the collection of new investment information by utilizing total returns and fund inflow / outflow rankings, etc.
◆ Data download enables detailed analysis
More detailed and deeper analysis and effective use for asset management
◆ Supports overseas indexes and exchange rate information
■ Function list
Register your favorite brands in the watch list and easily check daily price movements.
◇ Investment trust
Display various charts such as single unit, comparison, reserve, inflow and outflow
Detailed data on sales companies, distributions, net assets, etc.
Check returns and risk indicators
Comparison with compatible funds, competing funds, and benchmarks is also possible
Download prospectus, operation report, monthly report
The factors of fund performance are broken down by country and by asset.
◇ Stocks / ETFs
Confirmation of trading market and private market (PTS)
Display related news
◇ Index
It is possible to check indicators and link to related news.
◇ Forex
It is possible to check high and low prices and link to related news.
Assets can be managed and managed in cooperation with the MS Club member ID.
Profit and loss information / registered stock information / data by asset class / data by region / country / cost
Check ranking information in various categories such as total return and inflow of funds
Trend check with daily ranking of funds inflow and outflow
Direct links to stocks, PTSs, domestic / overseas ETFs, and cryptocurrency ranking pages
Search for your favorite fund with various condition setting, sorting, and stock comparison functions
Search data such as total return and Sharpe ratio over a long period of time
Search for stocks and ETFs
Search a large number of index / exchange data
Latest fund news by new fund and analysis of inflow and outflow data
Financial calculator function convenient for yield calculation for asset formation and asset utilization
Glossary of investment trust terms that are easy to understand even for investment trust beginners
Seminar / event information
The information posted on the "My Investment Trust" app does not meet the display requirements for advertisements, etc. based on the Financial Instruments and Exchange Act.
If you are interested in the sales company headquarters, please contact Morningstar.