Portfolio Overview

Holdings table + AI commentary.

Total Account Assets

Total holding value

¥0.00

Total holding profit

Demo mode: holdings are stored in this browser only and are never written to the portfolio database.
AssetValueProfitReturnCode
No holdings yet. Click "Add New Holding" to search for a fund and add your position.

AI Portfolio Analysis

Add holdings, then click Analyze Portfolio to run the AI analysis.

Detailed analysis

The AI assistant will analyze your portfolio after you add holdings and click Analyze Portfolio.