koban vs DividendManageMemo

Simple monthly balance management app ・seamless list display ・graph display ・multiple accounts ・color variations

An asset management app dedicated to visualizing dividends and fund distributions. Manage Japanese stocks, U.S. stocks, and mutual funds in one place, and grasp monthly income, annual projections, and each holding’s contribution at a glance. Supports multiple accounts, so your day-by-day progress is instantly clear. Main Features - Monthly charts: Automatically aggregates and visualizes monthly payouts and trends. - Portfolio snapshot: Check annual expected income, market value, and yield on cost in one view. - Allocation pie chart: Visualizes dividend contribution by holding. - Asset management: List, view details, edit stocks/mutual funds, and review dividends/distributions. - Multi-account support: Manage holdings and cost basis per account (e.g., taxable/NISA). Convenient Points - Auto refresh: Fetches prices, dividends, and FX rates in the background to keep data up to date. - Currencies: Seamlessly track valuations and payouts in JPY/USD. - Offline search: Built-in securities master enables smooth symbol selection even with unstable connectivity. - Backup/Restore: Safely export/import via JSON. Restores brokerage order and default settings as they were. - Brokerage management: Edit/delete brokerage names and set defaults to speed up input. Recommended For - Dividend-focused investors: Keep monthly income visible to stay motivated. - Domestic & overseas mix: Manage Japanese/U.S. stocks and mutual funds across the board. - Multiple accounts: Clearly separate acquisition cost and balances by account. Design Principles - Simple UI: Intuitive screens for fast access to what matters. - On-device storage: Data is saved on your device; safely transfer it with backups. - Edit with confidence: Securities, accounts, and brokerages can be carefully maintained later. Notes - Information in this app is for reference only. Please make trading and investment decisions at your own risk. Before using this application, be sure to read the Terms of Use below. By installing, you are deemed to have agreed to these Terms. https://www.apple.com/legal/internet-services/itunes/dev/stdeula/