速報APP / 財經 / Portfolio Calculator

Portfolio Calculator

價格:免費

更新日期:2019-07-15

檔案大小:2.7M

目前版本:2.5.37

版本需求:Android 5.0 以上版本

官方網站:https://takkaaaaa.com

Email:standing_at_the_crossing@yahoo.co.jp

聯絡地址:隱私權政策

Portfolio Calculator(圖1)-速報App

RISK is "standard deviation".

It means variation largeness of return. If the return follows normal distribution, probability between (average ± standard deviation) is 68.3%.

RETURN is "total return".

It means the return including dividend etc, per a year.

■List of MyPortfolio

Portfolio Calculator(圖2)-速報App

You can make multiple "MyPortfolio"

■Edit Asset Allocation

You can edit asset allocation on "MyPortfolio". using popular ETF in US and popular funds in Japan.

These funds are picked up from typical asset classes, in terms of benchmarking famous index(dow, S&P500, TOPIX, etc), popularity, low cost, operated for a long time (this app does not recommend specified funds).

■Correct asset data

Portfolio Calculator(圖3)-速報App

Asset data(standard deviation, total return, sharp ratio, dividend yield) can be corrected from internet.

■Show Graph

Pie chart shows balance of asset allocation.

Scatter plot graph shows risk and return of each assets and your portfolio.

You can looking for better asset allocation called "effective frontier".

Portfolio Calculator(圖4)-速報App

Main targets of this app are investors buying American ETF by USD or Japanese funds by JPY.

Portfolio Calculator(圖5)-速報App