FOLIO - AI投資ROBOPRO

AI investment ROBOPRO provided by SBI Group's FOLIO is a fully automated asset management service that uses AI to predict the future of financial markets and make investment decisions. By flexibly changing investment allocation to up to eight types of global assets based on AI predictions, you can aim to earn returns while minimizing risk. ■FOLIO FY2023 Discretionary investment contract related to wrap business No.1 in increasing number of contracts for 2nd consecutive term *1 The increase in the number of contracts from the end of March 2023 to the end of March 2024 was calculated using the number of "investment management" contracts (total number of individuals and corporations) of association members published in the statistical material "Contract Asset Status 'Wrap Business'" by the Japan Investment Advisers Association (June 2024 FOLIO survey). The number of FOLIO contracts is the total number of contracts for SBI Wrap, Himegin Wrap, and the discretionary investment service provided by FOLIO. ▶What is AI investment ROBOPRO? ------------------------------ ■Fully automated asset management service Automate all asset management processes that would be time-consuming if you tried to do it yourself. ROBOPRO handles all stock research, selection, monitoring, and periodic reviews, so you can leave it alone. It is used by many people, from beginners to experienced users. ■Future prediction and flexible investment allocation changes using AI We use AI to analyze over 40 types of market data and combine approximately 1,000 types of features to predict the future of the financial market. This is a highly unique service that aims to respond to all market conditions by flexibly changing investment allocation once a month based on AI predictions. ■Adjust risk and aim for good performance Invest in up to eight types of global assets including stocks, bonds, real estate, and gold. At times, we increase the proportion of stocks, which are offensive assets, and at other times, we increase the proportion of gold, which is defensive assets, aiming for good performance while adjusting risk. ■Complete on your smartphone, with various support for peace of mind Everything from account opening to operation can be completed with just a smartphone. Even after the start of operation, we provide free seminars and various reports according to the level, and we provide thorough follow-up. ■Supporting long-term asset formation through accumulated investment You can invest in ROBOPRO starting from 10,000 yen per month. We also have a ``Long-Term Savings Benefits Lottery Program,'' in which fees are cashed back through a lottery based on the number of times you continue to make savings, supporting your long-term asset formation. ▶Recommended for these people ------------------------------ ・I'm busy and don't have time to manage my assets ・I want to leave “rational judgments” that are difficult for humans to make to AI. ・I want to aim for returns efficiently while minimizing risk. ・I mainly hold assets such as stocks and would like to further diversify my investments. ■About management fees, etc. Management fee is 1.1% per year (tax included). This also includes buying and selling costs due to monthly investment allocation changes. *A discount rate of 0.55% (tax included) per year will be applied to the portion where the investment amount exceeds 30 million yen. ▶Operation performance ------------------------------ ■Average annual return is 16.32% (*2) *2 “About ROBOPRO average annual return: From the start of the service (January 15, 2020) to March 31, 2025, the annualized return for the period calculated based on the investment performance when investing in the ROBOPRO service is displayed. The calculation is based on the assumption that 1% (1.1% including tax) is collected annually, and that the rebalancing is carried out without deviation from the optimal portfolio.The calculation assumes that the dividends are automatically included in the investment contributions and that they are reinvested as a result of the rebalancing. Numbers are rounded down to the third decimal place. ” ■99.8% of customers who have been with us for over 1 year have a positive return (*3) *3 As of March 31, 2025. Display truncated to the second decimal place Investment performance is past performance and does not indicate or guarantee future investment results. ■Operation performance Please check the performance report on the official website for the latest operational results. https://ai.folio-sec.com/performance-report ▶For safe use ------------------------------ ■Operated by SBI Group's FOLIO FOLIO Co., Ltd., which provides ROBOPRO, is a group company of SBI Holdings. We also provide know-how on asset management using AI to SBI Securities Co., Ltd.'s fully automatic AI investment "SBI Wrap AI Investment Course" and make investment decisions for SBI Wrap as an investment manager. ■Efforts to protect customer assets Implements strong security measures including encrypted transmission. In addition, the assets entrusted to us are managed separately. Through this segregated management, even if FOLIO goes bankrupt, the assets entrusted to us will be returned to our customers. ▶When using the app ------------------------------ Collection of terms and conditions https://folio-sec.com/support/terms/agreement About 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* ・The operational performance, future predictions made by AI, or the sample values ​​on the image do not imply or guarantee future operational results. ・This page is the download site for FOLIO Co., Ltd.'s app. The website you were recently viewing may not have been created by us. In that case, the information, impressions, and evaluations posted there are managed by the administrator of the website and not by our company. === Operating company FOLIO Co., Ltd. Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No. 2983 Member associations: Japan Securities Dealers Association, Japan Investment Advisers Association When trading financial products, there is a risk that losses may occur due to fluctuations in stock prices, exchange rates, interest rate levels, real estate prices, commodity prices, and other indicators, which could result in a loss of the invested principal. When signing a contract, please carefully check the contents of the documents provided before signing the contract. Click here for details on risks and fees (https://folio-sec.com/support/terms/transaction-fees)