Automate management of multiple accounts through integration with securities companies

Add Japanese mutual funds as analysis targets so users can understand and compare more of their holdings

Allow users to personalize their dashboard layout and widgets

Enhance platform speed and reliability with advanced caching and infrastructure improvements

Add backtesting tools to evaluate asset allocations and investment strategies against historical data

Add scenario testing tools to review portfolio impact under assumptions such as market drawdowns or interest-rate changes

Add tools to filter securities by market, sector, industry, and other conditions so users can organize analysis candidates

Provide clearer explanations of complex financial terms and calculation processes

Implement the Black-Litterman optimization model based on users' market outlooks to enhance portfolio analysis

Release the platform's beta version to obtain user testing and feedback

Chatbot feature that responds to user queries and provides support based on financial statements and portfolio data

Feature to evaluate and analyze users' portfolios

Add analysis capabilities for listed companies and ETFs in Japan and the United States

Feature to allow users to share portfolio analysis results among each other

Add features to analyze macroeconomic factors using data sources such as FRED