StockClub

ASSET MANAGEMENT

Your holdings and dividends,
on one screen.

Register the stocks you own from broker CSV files, or by linking the Dividend King and Finorra apps. See valuation, gains, annual dividends, allocation and returns with StockClub prices and dividends.

Asset Management is available from a free membership. Linking apps has conditions on each app’s side.

Asset Management screen (example)

Three ways to add your holdings

You can combine them. The results are added up.

CSVSBI Securities · Rakuten Securities

Enter on this site

Register accounts and holdings directly on StockClub. You can also import them in bulk from your broker’s CSV file.

For users in Japan
Dividend King

Link the app “Dividend King”

Show the holdings you registered in Dividend King with StockClub prices and dividends. For Gold members of the app.

About Dividend King linkage ↓
For users outside Japan
Finorra

Link the app “Finorra”

Check the accounts and holdings synced to Finorra with your usual StockClub account. US stock valuations and dividends on one screen.

About Finorra linkage ↓
Dividend King

Link Dividend King and
see your portfolio more clearly

See the holdings you registered in Dividend King by StockClub price, dividend and sector, on one screen. You can manage them in the app and on StockClub.

A Gold membership in the Dividend King app is required to use app linkage.
Learn more about Dividend King ↗
Dividend King asset screenDividend King dividend screen

What you can do when linked

StockClub asset screen

See assets and dividends at a glance

Review valuations, gains and losses, and annual dividends in one place, with allocation pie charts and heatmaps.

Holdings in Dividend King

Add and edit holdings

Add, edit, or remove holdings, and import SBI Securities or Rakuten Securities CSV files to update symbols, quantities, and average acquisition prices in bulk.

Dividends in Dividend King

Analyze portfolio performance

Use transaction-history CSV files from SBI Securities or Rakuten Securities to review asset trends, gains and losses, and benchmark comparisons.

FinorraA US stock portfolio and dividend app

See your Finorra assets in StockClub.

View accounts and holdings synced from Finorra using your usual StockClub account. Review US stock valuations, dividends, and portfolio composition in one place.

Finorra is a separate contract from your StockClub plan.

Finorra assets screenFinorra dividends screen

What you can do

Finorra assets screen

Review assets and gains across accounts

See quantities, average costs, valuations, and gains or losses in a holdings list. Show or hide individual accounts to focus on the assets you want to review.

Finorra dividends screen

Review annual dividends and yields

Switch between price and dividend views to review annual dividends and yields for each holding. You can also switch to after-tax dividends for holdings with a tax rate set.

Finorra portfolio screen

Understand your portfolio visually

Use pie charts to review holdings weights and dividend composition. The price view also offers a sector heatmap to help you understand portfolio concentration and price movements.

What you can see

Valuation, gains and annual dividends

Per holding and in total. US stocks are converted to yen and added up.

Asset allocation

The share of Japanese stocks, US stocks and funds, and the account type (taxable or NISA).

Returns

Calculates asset trends and comparisons with the S&P 500 and others from your transaction-history CSV.

Start free: add the stocks you own

Sign up with your email address or Google account. It costs nothing.

Asset Management: Your Holdings and Dividends in One View | Stock Club