OneStock すべての資産が、一目でわかる

Thank you for using OneStock. In order to further improve the service, this app has become a paid service for all Onestock functions (excluding usage guides and FAQs) from February 27, 2025. Please update to the latest version and use it. "You can see all your assets at a glance." OneStock is an asset management app jointly developed by Nomura Securities and Money Forward! We will help you visualize your assets and enrich your life. ------------------------------------------------------------ ◆Characteristics of OneStock 1. Centralized asset management 2. You can see the lifespan of your assets. 3. You can diagnose your assets ------------------------------------------------------------ ◆Overview [Unified management of assets] - All assets can be seen 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. 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 / Crypto assets / Margin trading / FX / CFD / Defined contribution pension / Public pension / Insurance / Precious metals / Real estate AI assessed value / Loan *Data linkage may not be possible with some financial institutions/accounts. ・Group function Assets linked to OneStock can be organized into groups according to asset characteristics such as purpose and name, regardless of asset or financial institution. [You can see the asset life span] With the cooperation of the Nomura Securities Pension Research Institute, which knows everything about Japanese pensions and retirement benefits, we have developed a function that calculates asset lifespan by bringing together the know-how and statistical data accumulated over many years. With minimal input, you can know the remaining period (asset life) of your current asset. [You can diagnose your assets] ・Asset report Monthly/yearly report function allows you to view the overall asset trends and the performance of individual stocks. ・Think about your monthly savings amount Based on the answers to questions related to life events such as future real estate purchases and children's education, we calculate the monthly savings required to realize your life plan. It is possible to compare the calculated savings amount with the current savings amount. In addition, we break down the monthly savings required to realize your life plan into deposit amounts and accumulated investment amounts, and present the allocation ratio. ・Your situation You can diagnose your asset situation by comparing your total assets, asset composition, etc. with users with similar financial assets and attributes. [You can analyze your assets] ・Review asset allocation We will present you with a recommended portfolio based on 5 simple questions and asset information. You can also visualize your current portfolio and understand any deviations from your recommendations. We will also show you how much of your total assets is appropriate to invest based on asset information and asset life estimates. ・Understand the breakdown of asset management Investment trusts, defined contribution pension plans, ETFs, etc. that are made up of various asset classes (e.g. stocks, bonds, etc.) are broken down by asset class and displayed in the form of each asset class's valuation and composition ratio to total assets.　 ◆About OneStock "One" At the same time as the number word "one" It means "to unite or bring together." In other words, while it refers to the "individual" (each asset distributed among multiple financial institutions), it also refers to the aggregate of those assets. We have developed an asset management tool that allows you to see all your assets at a glance. "Stock" "Assets accumulated at a certain point in time." As you know, everything is the result of an accumulation of small things. And the act of accumulating is not only an understanding of your current situation, but also proof of your past, the hard work you have done to build up your assets, and the accumulation of assets inherited from loved ones. The true purpose of this app is to help you visualize and properly manage your important assets, eliminate vague concerns, and provide support with an eye to the future. OneStock means ``one'' that brings together important assets ``stock'', and it embodies the idea of ​​``stock'' accumulating each asset ``one'' for the future. We developed this app to put these things into your hands. ◆About icons The collection of icon boxes takes inspiration from balance sheets, which are the foundation of personal wealth consultation and corporate financial strategy. Additionally, the icons were created using the Golden Ratio to express the balance between visual beauty and the app's value proposition, which is important for properly managing assets and portfolios. ◆Premium service Data linkage becomes more frequent and additional diagnostic functions are available! [Premium service period] The registration period for premium services will be automatically renewed every month starting from the start date. [Premium service fee] 550 yen per month (tax included, automatic renewal) ◆Please note When using the service, please be sure to check the "Terms of Use," "Premium Service Terms of Use," "Privacy Policy," and "Service Policy." terms of service 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 appraised prices, etc.] - Information such as real estate AI appraised prices (hereinafter referred to as "this information") provided in this service is information collected and analyzed by Colavit Co., Ltd. (hereinafter referred to as "our company") using its own method, and users shall use this information as reference information for asset management, etc. including real estate. ・Users shall use this information with the understanding that the transaction price of real estate varies depending on individual factors such as area, shape, front road condition, etc., and that even for the same real estate, the price may differ depending on the circumstances of the transaction, etc. ・Users acknowledge in advance that the Company does not guarantee the up-to-dateness, truthfulness, safety, appropriateness, usefulness, or certainty of intermediary/purchase of this information. Our company assumes no responsibility for any damage caused by this information. - Our company may temporarily suspend the provision of this information due to maintenance, failure recovery, service modifications, natural disasters, emergencies, or other reasons. ------------------------------------------------------------ Nomura Securities Co., Ltd. Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No. 142 Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association, Financial Futures Association, Type II Financial Instruments Association