FOLIO - AI投資ROBOPRO｜資産運用はおまかせ

Make asset management easier and smarter. ROBOPRO, an AI investment service provided by SBI Group's FOLIO, is a fully automated asset management service that uses AI to predict future financial markets and make investment decisions. By flexibly adjusting your investment allocation across up to eight global assets based on AI predictions, you can aim to reduce risk and achieve returns. By automatically adjusting the balance between offense and defense, it supports long-term asset management. ■ Annualized return is 16.68% (※1) ※1 "Regarding ROBOPRO annualized return: This figure shows the annualized return calculated based on the performance of an investment in the ROBOPRO service from the service launch (January 15, 2020) through June 30, 2025. Performance figures are calculated assuming a management fee of 1% per annum (1.1% including tax) and rebalancing to ensure no deviation from the optimal portfolio. Dividends are automatically incorporated into investment contributions and reinvested through rebalancing. Taxes on dividends and capital gains at the time of rebalancing are not taken into account. Figures are rounded to the third decimal place." ■FOLIO 2024: No. 1 in increase in discretionary investment contracts for wrap services for the third consecutive period (※2) ※2 This figure calculates the increase in "investment management" contracts (total of individuals and corporations) between the end of March 2024 and the end of March 2025, based on the Japan Investment Advisers Association's statistical data, "Contract Asset Status: Wrap Business" (June 2025 FOLIO survey). The number of FOLIO contracts is the sum of contracts for SBI Wrap, Himegin Wrap, and discretionary investment services offered by FOLIO. ■Winner of the "2025 Robo-Advisor Award" from Nikkei Trendy (※3) ※3 From the July 2025 issue of Nikkei Trendy. Based on published materials from each company, the QUICK Asset Management Institute compared data categorized by risk level among the four major robo-advisors. Performance figures for each robo-advisor are calculated in yen as of the end of March 2025, excluding costs. ▶What is AI Investment ROBOPRO? ------------------------------ ■ Fully Automated Asset Management Service The time-consuming asset management process can be completely automated if you try to do it yourself. ROBOPRO handles all the stock research, selection, monitoring, and periodic reviews, so you can leave it to us. It is used by many users, from beginners to experienced investors. ■ AI-Based Future Predictions and Flexible Investment Allocation Changes AI analyzes over 40 types of market data and combines approximately 1,000 features to predict future financial market trends. This highly unique service aims to adapt to any market situation by flexibly adjusting investment allocations once a month based on AI predictions. ■ Adjusting Risk to Achieve Outstanding Performance Invest in up to eight global assets, including stocks, bonds, real estate, and gold. Aim for outperformance by adjusting risk by increasing the allocation of stocks, which are offensive assets, at times, and gold, which is defensive assets, at other times. ■ Complete on Your Smartphone with Reliable Support From account opening to management, you can complete everything with just one smartphone. Even after you start investing, we offer free seminars tailored to your level and various reports, providing thorough follow-up support. ■Supporting long-term asset building through installment investment ROBOPRO allows you to start installment investment from ¥10,000 per month. We also offer a "Long-Term Installment Bonus Lottery Program" that offers fee cashback based on the number of consecutive installments, supporting your long-term asset building. ▶Recommended for ------------------------------ - Busy and don't have time to study investing - Want to outsource "rational decision-making" that is difficult for humans to make to AI investments - Want to efficiently achieve returns while adjusting risk - Currently holding primarily stocks and other assets and want to further diversify their investments ■Management Fees, etc. The management fee is 1.1% per annum (tax included). This includes trading costs due to monthly investment allocation changes. *A discount rate of 0.55% per annum (tax included) applies to amounts over ¥30 million. ▶ Performance ------------------------------ ■ 99.8% of clients who have been with us for over one year have achieved a positive return (※4) ※4 As of June 30, 2025. Rounded to the second decimal place. Performance data is based on past performance and does not imply or guarantee future results. ■ Performance For the latest performance, please refer to the performance report on our official website. https://ai.folio-sec.com/performance-report ▶ For your peace of mind ------------------------------ ■ Operated by FOLIO, a member of the SBI Group FOLIO Co., Ltd., the provider of ROBOPRO, is a group company of SBI Holdings. We provide AI-based asset management expertise to SBI Securities Co., Ltd.'s fully automated AI investment service, the "SBI Wrap AI Investment Course," and as an investment manager, we make investment decisions for SBI Wrap. ■ Initiatives to Protect Customer Assets We implement robust security measures, including encrypted transmission. We also segregate assets held by FOLIO. This segregation ensures that assets held by FOLIO will be returned to customers even in the event of FOLIO's bankruptcy. ▶About Using the App ------------------------------ Terms and Conditions https://folio-sec.com/support/terms/agreement Fees and Risks https://folio-sec.com/support/terms/transaction-fees Software Terms of Use https://folio-sec.com/support/terms/software Privacy Policy https://folio-sec.com/support/policy/privacy Notes: - Performance data, AI-based future forecasts, or sample figures in images do not imply or guarantee future performance. - This page is the FOLIO Inc. app download site. The website you were previously viewing may not have been created by our company. In such cases, the information, opinions, and reviews posted there are those managed by the website administrator and not by our company. ==== Operating Company: FOLIO Co., Ltd. Financial Instruments Business Operator: Kanto Local Finance Bureau (Financial Instruments Business) No. 2983 Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association When trading financial products, fluctuations in stock prices, foreign exchange rates, interest rates, real estate prices, commodity prices, and other indices may result in losses, which may result in losses below the principal amount invested. Please carefully review the contents of any pre-contract documents provided before entering into a contract. For details on risks and fees, please click here (https://folio-sec.com/support/terms/transaction-fees).