SBI Pie Graph/Percentage View

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concerned
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Joined: Sun Oct 15, 2017 2:05 am

SBI Pie Graph/Percentage View

Post by concerned »

Hi,
I have an allocation of of Stocks/Bonds in my SBI account 60/40
I am wondering is there a menu option to easily show a pie graph/percentage allocation of my stocks/Bonds? Currently I do this calculation manually each month before buying stocks/bonds..
I can see for my IDECO there is a pie chart that graphically shows the percentage allocations, but do not see this option in my Taxable/NISA accounts.
Thanks
Tsumitate Wrestler
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Posts: 691
Joined: Wed Oct 04, 2023 1:06 pm

Re: SBI Pie Graph/Percentage View

Post by Tsumitate Wrestler »

concerned wrote: Sun Jan 19, 2025 8:44 am Hi,
I have an allocation of of Stocks/Bonds in my SBI account 60/40
I am wondering is there a menu option to easily show a pie graph/percentage allocation of my stocks/Bonds? Currently I do this calculation manually each month before buying stocks/bonds..
I can see for my IDECO there is a pie chart that graphically shows the percentage allocations, but do not see this option in my Taxable/NISA accounts.
Thanks
Have you tried the SBI app? The new Igrow app for Rakuten seems to have a lot of these options. However, I do not have bonds so I cannot 100% confirm.
Moneymatters
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Posts: 495
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Location: Tokyo

Re: SBI Pie Graph/Percentage View

Post by Moneymatters »

concerned wrote: Sun Jan 19, 2025 8:44 am Hi,
I have an allocation of of Stocks/Bonds in my SBI account 60/40
I am wondering is there a menu option to easily show a pie graph/percentage allocation of my stocks/Bonds? Currently I do this calculation manually each month before buying stocks/bonds..
I can see for my IDECO there is a pie chart that graphically shows the percentage allocations, but do not see this option in my Taxable/NISA accounts.
Thanks
In the browser, what does the My資産 pop up show you?
It’s in the 口座管理 area..
— Funemployment commencing in Sept 2025 —
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ChapInTokyo
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Posts: 313
Joined: Sat Jul 02, 2022 12:56 am

Re: SBI Pie Graph/Percentage View

Post by ChapInTokyo »

Moneymatters wrote: Sun Jan 19, 2025 9:33 am
concerned wrote: Sun Jan 19, 2025 8:44 am Hi,
I have an allocation of of Stocks/Bonds in my SBI account 60/40
I am wondering is there a menu option to easily show a pie graph/percentage allocation of my stocks/Bonds? Currently I do this calculation manually each month before buying stocks/bonds..
I can see for my IDECO there is a pie chart that graphically shows the percentage allocations, but do not see this option in my Taxable/NISA accounts.
Thanks
In the browser, what does the My資産 pop up show you?
It’s in the 口座管理 area..
Looks like this (口座管理 Manage Account / My資産 My Assets):

Image
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