Desktop application for EDINET integration, IR document management and portfolio analysis.
- Register and manage holdings
- Import portfolio holdings from CSV files
- Validate imported portfolio data
- Edit holding details including quantity, purchase price, current price, and annual dividend
- Persist holdings locally with SQLite
- Retrieve company information from EDINET
- Find the latest annual securities report
- Download annual securities reports as PDF
- View portfolio summary metrics
- Visualize portfolio allocation by holding
- Visualize annual dividend income by holding
The Portfolio Dashboard provides an overview of the current portfolio based on locally stored holding data.
Summary metrics include:
- Total acquisition cost
- Total market value
- Unrealized profit/loss
- Annual dividends
Portfolio allocation is visualized using a pie chart based on the current market value of each holding.
Annual dividend income is visualized using a horizontal bar chart, making it easy to compare dividend contributions across holdings.
Portfolio holdings can be imported from a CSV file.
The CSV file must contain the following columns:
securityCode,quantity,purchasePrice,currentPrice,annualDividend
7203,10,2500,3000,75