RetireJapan

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

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.

goodandbadjapan wrote: ↑Sat Oct 06, 2018 2:46 am 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.

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

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.

adamu wrote: ↑Sat Oct 06, 2018 4:50 am 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?

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.

gerdemb wrote: ↑Sat Oct 06, 2018 6:39 am 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.