01
Free + PremiumDashboard
Review your basic position, monthly returns, and asset trend for free. Premium adds performance-estimated monthly and annual returns plus advanced repayment indicators.
Investment tracking app
ETF School Invest
See your investment position, next contribution, and long-term plan from one connected record.
Monthly records, basic returns, asset trends, and portfolios stay free with no expiry. Advanced analysis, planning, and AI-ready exports are available with Premium.
FreeMonthly records and cash flow
FreeAssets and portfolio
PremiumAnalysis and planning
PremiumAnonymous AI-ready data
What You Can Do
Turn investment records into information you can act on.
Each screen connects the record you keep with the decisions you need to make: what changed this month, where to contribute, and how your plan is developing.
02
FreeMonthly records
Record ending value by asset, purchases, withdrawals, contributions, repayments, loan balance, and your market stance each month.
03
FreeAllocation and purchase plan
Compare current and target weights, then use a monthly budget, minimum purchase size, and allocation mode to review a purchase plan.
04
PremiumAnnual results
Keep yearly investment amount, total value, gain or loss, assets, liabilities, and net assets, then review the trend in charts.
05
PremiumIdeal asset projection
Model a future path with monthly compounding from your current value, performance-estimated monthly return, monthly contribution, and chosen horizon.
06
PremiumLife planning
Define phase-based target portfolios for periods such as growth, NISA optimization, and a more defensive retirement portfolio.
07
PremiumAI consultation export
Copy the investment history needed for policy discussions as a concise, standard, or detailed Markdown or JSON export.
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FreeAccount and display preferences
Manage account details and choose the in-app language and JPY / USD display format. Administrators can also review users and plan status.
Dashboard
Start with the numbers that matter now.
Monthly and portfolio records are brought together in one place, so the relevant signals are ready before you make the next decision.
01Ending value and monthly returnReview your ending value and monthly return on the same chart.02Current and target weightsHoldings of the same fund are consolidated across account types before comparing allocation.03Annual results and NISA progressReview annual outcomes and estimated progress toward the 18 million yen NISA lifetime limit.04Decision notes and consultation dataKeep record status, calculation basis, and the scope of AI consultation data clear.
The numbers to review right nowOverview
Value vs. prior snapshot+ 82,400 yen
Total cash flow2,760,000 yen
Latest investment P/L+ 36,180 yen
To 18m NISA limit9,240,000 yen left
Ending value and monthly return
Workflow
Enter data once a month. Revisit it whenever you need it.
Go beyond copying brokerage figures: connect monthly results to allocation, long-term planning, and an annual review.
Enter a value for each asset. The app totals them into the month-end portfolio value.
Keep purchases, contributions, withdrawals, repayments, loan balance, and market stance with the monthly record.
Compare the target gap with a purchase allocation example before your next contribution.
Use the same records for a projection, life-stage allocation plan, and AI consultation export.
In Detail
What each screen covers.
The following mirrors the current app screens: what you enter and what you can confirm from those records.
Monthly records
Keep each month as an asset-by-asset value and a clear record of cash movements. Monthly return, investment P/L, and loan ratio are recalculated on save.
- Beginning value and month-end value by asset
- Purchases, withdrawals, contributions, repayments, and loan balance
- Market stance and a short decision note
- Monthly return calculated with a Modified Dietz basis that considers cash flow
Portfolio
Compare current and target weights to create a practical guide for where and how much to contribute. Maintain asset name, class, trust fee, and notes as well.
- Policy phase, monthly budget, and minimum purchase amount
- Target-shortest or all-assets-continuation allocation mode
- Value, current weight, target value, gap, and allocation example
- Save actual purchase amounts and edit the assets used in monthly entry
Annual results and projection
Keep an annual record while using your current portfolio and contribution assumptions to view an ideal asset path. You can also define milestone amounts.
- Investment amount, total value, P/L, assets, liabilities, and notes
- Investment performance and balance-sheet charts
- Monthly-compounded projection from performance-estimated monthly return, monthly contribution, and horizon
- Milestone amounts and estimated timing
Life planning and AI export
Manage target allocations as your life and investment policy change. The saved figures can be arranged for investment-policy discussions in a format that is easy to review.
- Phase table for growth, NISA optimization, retirement defense, and more
- Monthly contribution and a return assumption estimated from performance
- Asset-formula settings and loan or repayment criteria
- Copy concise, standard, or detailed Markdown / JSON exports
Plans
Keep the essentials free. Add advanced analysis when you need it.
New accounts start on Free. Keep monthly records and portfolios with no expiry, then choose Premium inside the app when you need deeper analysis and planning.
Free
USD 0 / no expiry
For maintaining the essential record of your investments.
- Basic current-position information and asset trend
- Monthly entry, history, and basic return
- Asset management
- Portfolio
Premium Monthly
USD 2 / month
Add advanced analysis for only the months you need it.
- Everything in Free
- Performance-estimated monthly and annual returns
- Advanced repayment indicators and annual tab
- Projection, life planning, and AI export
Premium Annual
USD 20 / year
Use the same Premium features with annual billing.
- All Premium Monthly features
- Save USD 4 versus 12 monthly payments
- Returns to Free when billing ends
- Premium data remains stored
Billing is always in USD, regardless of the app's display-currency setting. There is no introductory free period. After cancellation or expiry, the account returns to Free; saved Premium data remains stored and reappears after resubscription. Administrator accounts have Premium access.
For Clear Decisions
What it does, and what it does not do.
ETF School Invest is an app for organizing investment records into decision-ready information. It does not automate investment execution.
Consultation exports without personal data
AI exports organize information needed to discuss an investment policy. They do not include brokerage credentials or personal information.
No price sync, currency conversion, or automated trading
You record asset values yourself. JPY / USD changes symbols and display formatting only; it does not apply exchange rates or convert numeric values. The app also does not link brokerage accounts or place trades.
Not investment advice
Calculations and displays are for organizing decision material. You remain responsible for every final investment decision.
Make your investment history useful for the next decision.
Start with free monthly records and portfolio management, then add Premium analysis when it becomes useful.