# investment management — investing app - fund and stock

> Personal investment portfolio tracker for stocks and funds. (iPhone/iPad app by Hiromichi Fujiwara.)

- Source: https://appshunter.io/ios/app/investment-management/id1491587307 (this page in markdown: same URL + `.md`)
- Developer: [Hiromichi Fujiwara](https://appshunter.io/developer/1313271889)
- Category: Finance, Lifestyle
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 27 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.0 · 39 MB
- Languages: English, Japanese
- Released: 2019-12-16
- Data updated: 2026-06-10
- Monetization: ad-supported
- User reviews in markdown: https://appshunter.io/ios/app/investment-management/id1491587307/reviews.md

## What is investment management?

Management is troublesome when there are many investment trusts, stock investments, and families.

It is recommended for those who want to see how much they are in total, what is the profit and loss of each, and list and graphs!

-Manage father's stock investment, mom and child's investment trusts all together.

-You only need to enter the valuation amount, investment amount, and valuation gain / loss of each account once a month.

-Just enter it when you are comfortable and you can continue.

- The evaluation amount can be displayed year-on-year and month-on-month.

-You can set the group and narrow down the display.

-For details, please download the application and see Settings> How to use.

If you have any comments, requests, or bugs, please give us a review.

## Key features

- Consolidated investment tracking
- Profit and loss monitoring
- Year-on-year and month-on-month valuation
- Grouped display and filtering
- Simple monthly data entry

## Recent user reviews (10 of 27)

All indexed reviews: https://appshunter.io/ios/app/investment-management/id1491587307/reviews.md

### 5/5 — ありがとうございます。

*2025-06-12, version 1.9.1*

とても、便利です。
ありがとうございます。

### 3/5 — 自動計算にならない

*2025-05-16, version 1.9.1*

損益が自動計算にならない

### 4/5 — いいアプリです

*2025-02-27, version 1.9.1*

投資管理するのにとても使いやすいです。
グラフは年毎で見られるようになるといいなと思います。

### 4/5 — 要望（グラフについて）

*2024-12-24, version 1.9.1*

一年ごとだけじゃなくて期間を指定したい。棒グラフがみづらいから折れ線グラフも追加して欲しい

### 4/5 — グラフの改善要望

*2024-07-16, version 1.9.0*

シンプルで使い易いです。
グラフについて以下を改善して頂けたらありがたいです。
・グラフ縦軸の円単位の「万」表示
　※「千」単位だと読み難い 
・損益％の折れ線グラフを追加
・年間単位だけでなく指定期間の表示

### 4/5 — まとめて管理できて便利です！

*2024-06-30, version 1.9.0*

利用開始から約3年、積立ニーサ、iDeCo、子供のジュニアニーサなどいろいろあるなか、まとめて管理できて便利です。
グラフが一年単位なので、複数年並べられると動きが良く見えていいかもしれませんね。
これからも利用させていただきます！

### 5/5 — シンプルで使いやすい

*2024-06-01, version 1.9.0*

家族４人のニーサを管理してます。月末を収支日として記録しています。可視化できニーサを初めて良かったと思います

### 4/5 — 投資信託の管理に

*2024-05-01, version 1.9.0*

意外とありそうで無いアプリで助かってます。
年ごと表示ではなく、登録を始めてから今までの通算もグラフ表示されて欲しいです。

### 2/5 — ドルバージョンがほしい

*2024-04-13, version 1.9.0*

投じた日本円価値が時期によって違ってくる為替相場の問題があり、計算がややこしいのですが、とりあえずドルだけで計算するだけでもいいので。

### 3/5 — シンプルis better

*2024-03-26, version 1.9.0*

わかりやすく使いやすい

## Frequently asked questions about investment management

### What does this investment management app do?

This app helps you track and manage your various investments, including stock investments and investment trusts. It allows you to see your total investment value, the profit and loss for each individual asset, and provides visual representations like lists and graphs to understand your portfolio's performance.

### How do I input my investment data?

You only need to enter the valuation amount, investment amount, and the valuation gain/loss for each account. This can be done conveniently once a month, making it easy to keep your portfolio updated without constant effort.

### Is this app free to use?

The app is free to download and use. It is supported by advertisements, which are displayed within the application.

### Can I manage investments for my family members?

Yes, the app is designed to help you manage multiple investment portfolios together. You can consolidate your father's stock investments, your mom's investment trusts, and even your own, all within a single application.

### What kind of investment data can I track?

You can track the valuation amount, investment amount, and profit/loss for each of your investment accounts. The app also allows you to view your evaluation amount on a year-on-year and month-on-month basis, providing historical performance insights.

## Version history (last 5 releases)

### 1.9.0 — 2023-11-25

Thank you for always using us.
- The display position of advertisements has been changed.

### 1.8.0 — 2023-09-29

Thank you for always using us.
- Improved the phenomenon where the smartphone
  becomes sluggish while using the app.

### 1.7.0 — 2022-11-22

Thank you for always using us.
- Fixed the phenomenon that the app crashes when the "+/-" button is tapped when entering numbers.
- Added the function to lock the screen with TouchID/FaceID/Password.
- Changed the display position so that you do not tap the ad by mistake.

### 1.6.0 — 2021-04-27

Thank you for always using.
- Supports "Asking Permission to Track".

### 1.5.3 — 2021-02-14

Thank you for your continued support.
- The profit can be displayed year-on-year
   and month-on-month.
- Improved graph display.

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## More apps by Hiromichi Fujiwara

- [Simple asset Management](https://appshunter.io/ios/app/simple-asset-management/id1313271890)
- [買い物電卓 tax discount calculator](https://appshunter.io/ios/app/tax-discount-calculator/id1358733306)
- [脱出ゲーム 算数を解いてママから脱出](https://appshunter.io/ios/app/id1407819685)
- [Real Estate Investment 不動産投資](https://appshunter.io/ios/app/real-estate-investment/id1472568480)
- [SocialLending Management](https://appshunter.io/ios/app/sociallending-management/id1477464192)

All apps by Hiromichi Fujiwara: https://appshunter.io/developer/1313271889

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*