OneStock すべての資産が、一目でわかる

"All your assets at a glance"

OneStock is an asset management app jointly developed by Nomura Securities and Money Forward! It visualizes your assets and supports you in enriching your life.

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◆Features of OneStock

1. Centralized asset management

2. Visibility of asset lifespan

3. Ability to diagnose your assets

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◆Overview

【Centralized Asset Management】

・All your assets at a glance

With the account aggregation function, you can centrally manage assets held at multiple financial institutions with automatic updates, allowing you to understand the overall picture and balance of your assets.

Supported Assets:

Deposits/MRF/Foreign currency deposits/Foreign currency MMF/Domestic stocks/Stock options/Foreign stocks/Domestic bonds/Foreign bonds/Investment trusts/Crypto assets/Margin trading/FX/CFD/Defined contribution pensions/Public pensions/Insurance/Precious metals/Real estate AI appraisal price/Loans

*Data linkage may not be possible with some financial institutions/accounts.

*Some financial institutions are not eligible for automatic updates.

* **Group Function**

Assets linked to OneStock can be grouped according to their characteristics, such as purpose or name, without being limited by asset type or financial institution.

**[Visualize Asset Lifespan]**

With the cooperation of Nomura Securities Pension Research Institute, which has extensive knowledge of Japanese pensions and retirement benefits, we have developed a function to calculate asset lifespan by combining years of accumulated know-how and statistical data. With minimal input, you can find out the remaining period (asset lifespan) of your current assets.

**[Diagnose Your Assets]**

* **Asset Report**

Monthly/annual reports allow you to view the overall trend of your assets and the performance of individual stocks at a glance.

* **Consider Your Monthly Savings Amount**

Based on your answers to questions linked to future life events such as purchasing real estate or children's education, the system calculates the monthly savings amount needed to achieve your life plan. You can compare the calculated savings amount with your current savings amount. Furthermore, the system breaks down the monthly savings amount needed to achieve your life plan into deposits and investment amounts, and presents the allocation ratio.

* **Diagnose Your Assets** * Your Situation

By comparing your total assets and asset composition with users who have similar financial assets and attributes, you can get a diagnosis of your asset situation.

* You can analyze your assets

* Review your asset allocation

Based on five simple questions and your asset information, we will suggest a recommended portfolio. Your current portfolio will also be visualized, allowing you to understand the discrepancy with the recommendation. Furthermore, based on your asset information and asset lifespan estimates, we will show you how much of your total assets should be invested appropriately.

* Understand the breakdown of your asset management

We break down investment trusts, defined contribution pensions, ETFs, etc., which are composed of diverse asset classes (e.g., stocks, bonds, etc.), by asset class and display the valuation of each asset class and its percentage of total assets.

* About OneStock

"One"

It is a numeral meaning "one," but also means "to make into one" or "to combine."

In other words, it refers to "individuals" (each asset dispersed across multiple financial institutions), but also to the collective entity that brings them together. We have developed an asset management tool that allows you to see all your assets at a glance. "Stock"

"This represents the accumulated assets at a given point in time."

As you know, everything is the result of accumulating small things.

And the act of accumulating not only reflects your current situation, but also serves as proof of the process leading up to it—the hard work you put in to build those assets in the past, and the assets you inherited from loved ones. The true purpose of this app is to visualize and properly manage your important assets, thereby eliminating vague anxieties and providing support for the future.

OneStock embodies the idea of ​​gathering your important assets—stock—into one, and accumulating each asset—one—for the future. We developed this app to make these a reality in your hands.

◆About the Icon

The collection of boxes in the icon is inspired by balance sheets, which form the basis of personal asset consultations and corporate financial strategies. Furthermore, the icon was created using the golden ratio to express both visual beauty and the crucial balance necessary for properly managing assets and portfolios, which is the value proposition of this app.

◆About Premium Service

【Premium Service Fees】

Monthly Plan: ¥550/month (tax included, auto-renewal)

Six-Month Plan: ¥2,880/month (tax included, auto-renewal)

Annual Plan: ¥5,400/year (tax included, auto-renewal)

*The six-month and annual plans are available at a discounted price compared to the monthly plan.

◆Important Notice

Please be sure to review the "Terms of Service," "Premium Service Terms of Use," "Privacy Policy," and "Service Policy" before using the service.

Terms of Use

https://www.nomura.co.jp/onestock/terms/termsofuse.html

Premium Service Terms of Use

https://www.nomura.co.jp/onestock/terms/termsofpremium.html

Privacy Policy

https://www.nomura.co.jp/guide/privacy.html

Service Policy

https://www.nomura.co.jp/onestock/terms/servicepolicy.html

[Disclaimer Regarding AI Real Estate Appraisal Price Information]

* The AI ​​real estate appraisal price information provided through this service (hereinafter referred to as "this information") is information collected and analyzed by Corabit Co., Ltd. (hereinafter referred to as "the Company") using its own methods. Users shall use this information as reference information for asset management, including real estate.

* Users shall understand that real estate transaction prices vary depending on individual factors such as area, shape, and the condition of the road in front, and that even for the same property, prices may differ depending on the circumstances of the transaction. Users shall use this information with this understanding.

* Users acknowledge in advance that we do not guarantee the timeliness, truthfulness, safety, appropriateness, usefulness, or certainty of brokerage/purchase of this information. We assume no responsibility for any damages arising from this information.

* We may temporarily suspend the provision of this information due to maintenance, fault recovery, service changes, natural disasters, emergencies, or other reasons.

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Nomura Securities Co., Ltd. Financial Instruments Business Operator Kanto Local Finance Bureau Director (Financial Instruments) No. 142

Member Associations: Japan Securities Dealers Association, Japan Asset Management Association, Japan Financial Futures Association, Japan Securities Investment Advisers Association, Japan STO Association