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SBI Pie Graph/Percentage View
Posted: Sun Jan 19, 2025 8:44 am
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
Re: SBI Pie Graph/Percentage View
Posted: Sun Jan 19, 2025 9:16 am
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.
Re: SBI Pie Graph/Percentage View
Posted: Sun Jan 19, 2025 9:33 am
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..
Re: SBI Pie Graph/Percentage View
Posted: Mon Jan 20, 2025 10:52 am
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):
