新NISA管理 - 家族の積立NISA記録と残り枠・元本

You can check your family's NISA accounts—the amount invested, the current valuation, and how much more you can invest this year—all on one screen.

No need to log in to or link your securities account. Simply take a screenshot of the valuation once a month.

■ Useful in these situations:

・To view accounts for spouses and children together

・To know how much more you can invest this year within your regular investment and growth investment limits

・To know how much of your lifetime NISA limit (18 million yen) you've used

・To review how much your invested money has grown each month

・Finding securities company apps cumbersome to log into

■ What you can do:
* Display the appraised value and increase/decrease for each family member
* Remaining allowance for this year (accumulation/growth) and lifetime allowance
* How much of the allowance you sold will be returned next year
* Automatically adds purchase records when you register monthly accumulations
* Display accumulation, growth, old NISA, and specific accounts by color
* Notify you of the expiration date of the old NISA tax exemption
* You can retain the initial purchase amount even when transferring from old NISA to a specific account
* Supports the Children's NISA starting in 2027
* Display the trend of deposited money and appraised value in graphs and tables
* Notify you of the date to enter the appraised value
* Export records (CSV)
* Export and import backups (useful when changing devices)
* Eye-friendly dark screen (can be changed to a brighter color)

■ Works only on your device
No account registration or login required. You will not enter your securities company ID or password. Recorded content will not be sent externally.

The remaining allowance displayed is an estimate based on the records you have entered. Please check the official remaining allowance on your securities company's screen. We do not provide investment advice.