OneStock すべての資産が、一目でわかる

Thank you for using OneStock. In order to further improve our service, as of February 27, 2025, all OneStock features (excluding the User Guide and FAQ) will be made paid. Please update to the latest version and use the app. "See all your assets at a glance" OneStock is an asset management app jointly developed by Nomura Securities and Money Forward! It helps you visualize your assets and enrich your life. ------------------------------------------------------------ ◆OneStock Features 1. Centralized asset management 2. Visible asset lifespan 3. Ability to diagnose your assets ------------------------------------------------------------ ◆Overview [Centralized asset management] ・See all assets at a glance The account aggregation feature allows you to centrally manage assets held at multiple financial institutions with automatic updates, allowing you to understand the overall picture and balance of your assets. Linkable Assets: Deposits, MRFs, Foreign Currency Deposits, Foreign Currency MMFs, Domestic Stocks, Stock Options, Foreign Stocks, Domestic Bonds, Foreign Bonds, Mutual Funds, Cryptocurrencies, Margin Trading, FX, CFDs, Defined Contribution Pension Plans, Public Pension Plans, Insurance, Precious Metals, Real Estate AI Appraisals, Loans *Data linking may not be possible with some financial institutions and accounts. *Automatic updates are not available for some financial institutions. ・Group Feature Assets linked to OneStock can be organized into groups based on asset characteristics, such as purpose or name, regardless of asset or financial institution. [Visualize Asset Lifespan] With the cooperation of Nomura Securities' Pension Research Department, which has extensive knowledge of Japanese pensions and retirement benefits, we have developed a function to calculate asset lifespan by combining years of accumulated know-how and statistical data. With minimal input, you can find out the remaining term (asset lifespan) of your current assets. [Diagnose Your Assets] ・Asset Report Monthly and annual report features allow you to view overall asset trends and individual stock performance. ・Consider your monthly savings amount Based on your answers to questions related to future life events, such as purchasing a property or your children's education, the app calculates the monthly savings amount needed to realize your life plan. You can compare the calculated savings amount with your current savings. It also breaks down the monthly savings needed to realize your life plan into deposit and installment investment amounts and displays the allocation ratios. ・Your Situation You can assess your financial situation by comparing your total assets and asset composition with those of users with similar financial assets and attributes. [Analyze Your Assets] ・Review Your Asset Allocation A recommended portfolio is presented based on five simple questions and your asset information. You can also visualize your current portfolio and understand any discrepancies with the recommended allocation. It also suggests an appropriate amount of your total assets to invest based on your asset information and estimated asset lifespan. ・Understand the breakdown of your asset management Mutual funds, defined contribution pension plans, ETFs, etc., which are composed of various asset classes (e.g., stocks, bonds, etc.), are broken down by asset class, and each asset class's valuation and percentage of total assets are displayed. ◆About OneStock "One" "One" is a numerical value meaning one, but it also means "to bring together" or "put together." In other words, it refers to "individuals" (each asset dispersed across multiple financial institutions) while also referring to the aggregate of these assets. We have developed an asset management tool that lets you see all your assets at a glance. "Stock" "Assets accumulated at a certain point in time." As we know, everything can be said to be the result of the accumulation of small things. And the act of accumulating not only allows you to understand your current situation, but also proves the process, the hard work you put into building your assets in the past, and the assets you inherited from loved ones. The true purpose of this app is to visualize and properly manage your important assets, thereby eliminating vague anxieties and providing support with an eye to the future. OneStock means "to consolidate your important assets" (stock) and to build up each asset (stock) for the future. We developed this app to realize these goals in your hands. ◆About the Icon The icon's collection of boxes was inspired by balance sheets, the foundation of personal financial consultations and corporate financial strategies. The icon was created using the golden ratio for visual aesthetics and to represent the important balance required for properly managing assets and portfolios, which is the app's value proposition. ◆Premium Service Data sharing will be more frequent and additional diagnostic features will be available! [Premium Service Period] The Premium Service subscription period will automatically renew every month from the start date. [Premium Service Fee] ¥550 per month (tax included, automatically renewed) ◆Note Please be sure to read the "Terms of Use," "Premium Service Terms of Use," "Privacy Policy," and "Service Policy" before using the service. Terms of Use https://www.nomura.co.jp/onestock/terms/termsofuse.html Premium Service Terms of Use https://www.nomura.co.jp/onestock/terms/termsofpremium.html Privacy Policy https://www.nomura.co.jp/guide/privacy.html Service Policy https://www.nomura.co.jp/onestock/terms/servicepolicy.html [Disclaimer Regarding Information on Real Estate AI Appraisal Prices, etc.] - The information on real estate AI appraisal prices, etc. provided through this Service (hereinafter referred to as "this Information") is collected and analyzed by Co-Rabbit, Inc. (hereinafter referred to as "our company") using proprietary methods. Users should use this Information as reference information for asset management, including real estate. - Users should use this information with the understanding that real estate transaction prices vary depending on individual factors such as area, shape, and the condition of the front road. Prices for the same property may differ depending on the circumstances of the transaction. - Users acknowledge in advance that we make no guarantees regarding the currency, veracity, safety, appropriateness, or usefulness of this information, or the reliability of brokerage or purchase. We assume no responsibility for any damages arising from this information. - We may temporarily suspend the provision of this information for maintenance, failure recovery, service modifications, natural disasters, emergencies, or other reasons. ------------------------------------------------------------ Nomura Securities Co., Ltd. Financial Instruments Business Operator, Kanto Local Finance Bureau (Financial Instruments Business) No. 142 Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association, Financial Futures Association of Japan, Type II Financial Instruments Firms Association