資産管理とポートフォリオ分析 vs Chit 股票帳本

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。

Chit Stock Ledger is a practical tool that combines investment records, holding analysis, and investment social media to help you systematically organize every transaction and clearly understand your holding costs, investment results, and asset changes. Whether you invest in Taiwanese stocks, US stocks, or other stocks, you can create different accounts to record buys, sells, number of shares, transaction price, transaction date, and notes. The app will organize your current holdings, holding costs, unrealized profits and losses, realized profits and losses, and rate of return based on the transaction details, making complex investment records easier to read. 【Key Features】 • Quickly add and manage stock transaction records • Create multiple investment accounts to manage different assets by category • View current holdings, costs, profits and losses, and rates of return • Analyze investment results through annual, monthly, and individual stock statistical charts • Quickly create transaction records using the transaction screenshot recognition function • Supports Excel import and export for easy backup and organization of data • Write investment diaries, individual stock notes, and transaction comments • Check individual stock information and market indices to stay informed about market changes • Search historical transactions and comments • Multilingual interface support • Social Media Chit is more than just a stock ledger; it also provides an investment exchange community. You can share your investment ideas, browse other users' public articles, leave comments, like and follow users you're interested in; you can also communicate privately with friends through chat rooms, using photos, emoticons, and stickers to make investment discussions more relaxed and natural. We hope Chit can help you build a more complete investment record habit. Starting with each transaction, review your decisions, observe investment results, and gradually develop an investment approach that suits you. 【Important Reminder】 The market information, statistics, and community content provided by Chit are for record-keeping and exchange purposes only and do not constitute any investment advice, invitation, or guarantee of profit. Some stock prices may use closing data from the previous trading day and are not real-time quotes. Investing involves risk; please conduct your own assessment and make prudent judgments before making any investment decisions. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://chichangstockapp.com/privacy-policy