SBI Monthly Investment Statements

[gerdemb]

Hello,

For anyone else using SBI, do they provide monthly performance statements? I can only find yearly reports under (トータルリター). I want to my know what my account balances were at the end of each month.

Cheers,
Ben

[goodandbadjapan]

You can check daily if you want on the website. Just click on portfolio or if you go to your account page you can see everything there, too.

[gerdemb]

You can check daily if you want on the website. Just click on portfolio or if you go to your account page you can see everything there, too.

Sure, but I want to know what my past balances were. It's October now, but I want to see what the value was at the end of September.

[goodandbadjapan]

Ah, sorry. Didn't read your post clearly enough!

[adamu]

I don't think so. It's probably not healthy to track it monthly anyway but let me know if you find a way.

I periodically put my balance into a spreadsheet and track it manually that way. That has the benefit that you can track your whole portfolio regardless of where the assets are, rather than broker-specific.

[gerdemb]

I don't think so. It's probably not healthy to track it monthly anyway but let me know if you find a way.

I like track my finances on a monthly basis.

Can anyone using Rakuten or Monex comment if they have monthly statements?

[captainspoke]

I realize most here are not US, but one advantage of an account there is that after you log in, 1 month, 3 month, 6 month, YTD, 1 year, and 2 year performance are a simple click away. Slide your cursor along and you get daily (weekly?) values. I think there's a very simplified section for this on the physical statements I get, but that's not what I look at.

[RetireJapan]

Can anyone using Rakuten or Monex comment if they have monthly statements?

Never seen this (but I haven't exactly been looking for it either).

I update all my holdings in a spreadsheet each month.