DividendManageMemo vs 資産管理とポートフォリオ分析

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/

Cartera (カルテラ) は、個人投資家の資産運用成績とポートフォリオをシンプルに管理・分析できるアプリです。 日本株・米国株・投資信託・暗号資産・現金といった主要な現物アセットをまとめて管理でき、運用指標をひと目で把握できます。 主な機能 ・アセット一覧：保有資産の一覧や総資産を損益額と損益率ともにわかりやすく確認 ・アセット詳細：取得価額・現在価額・損益額・損益率などの主要な指標を詳しく確認、取引の履歴や追加・編集も可能 ・分析：カテゴリ別の資産配分のポートフォリオを二重ドーナツ円グラフで可視化、フィルターやインタラクション機能も充実 ・データ取得：スプレッドシートによくあるXMLインポート設定にも対応し、任意のXMLデータソースのXPathから現在価格を自動反映します ・米ドルの日本円換算：現在の為替レートを自動で計算し、米国商品はドル建てと円建てによる記帳がどちらも可能 プライバシーなどへの配慮 ・全てがローカルで完結し、専用アカウントも不要 ・証券アカウントの連携もなしなので反映までのディレイもなし。データが流出する心配もありません 対応資産カテゴリ ・日本株 ・米国株 (ETF含む) ・投資信託 ・暗号資産 ・日本円（現金） ・米ドル（外貨） スプレッドシートなどで資産管理・ポートフォリオ分析を行うのはスマホだとちょっと煩わしいですよね。 Carteraなら、アプリで直感的な操作でサクッと資産管理できます。