Printable Rakuten sec doc showing total value of account?

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halfmanhalfsenbei
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Posts: 36
Joined: Mon Aug 09, 2021 7:51 am

Printable Rakuten sec doc showing total value of account?

Post by halfmanhalfsenbei »

Hello all

I need to show proof of total assets for an application.
Is there a document I can print from Rakuten Securities which only shows the total value of the account? Just a simple PDF with the value of all assets (no breakdown, etc).

I looked inside the 取引報告書等(電子書面)and found the 取引残高報告書 ...this seems to show the total value, but it also has a breakdown of all stocks and funds held, which I don't need.

Many thanks!
beanhead
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Joined: Sat Jan 30, 2021 1:24 pm
Location: Kanto

Re: Printable Rakuten sec doc showing total value of account?

Post by beanhead »

You can make a pdf from 保有商品一覧 but this has details of what you own as well.

Print to pdf your home/top page while hiding the details?
Aiming to retire at 60 and live for a while longer. 95% index funds (eMaxis Slim etc), 5% Japanese dividend stocks.
halfmanhalfsenbei
Regular
Posts: 36
Joined: Mon Aug 09, 2021 7:51 am

Re: Printable Rakuten sec doc showing total value of account?

Post by halfmanhalfsenbei »

Thank you. Yes I thought about that, but the Home Screen also has profit/ loss, which I don’t want to show. Hiding things is an option but I wondered if there was an easier way.
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