| Feature Name |
Feature Overview |
| Aggregation Feature(※) |
Gathers information on multiple Websites scattered across the Internet and displays it in a single list. |
| Customizable Categories |
Categories can be customized for different industries and businesses, organizing the data display. |
Information Update Feature |
Updates the displayed aggregated information |
| Hyperlink Feature |
User-selected links can be added, enabling one-click transitions to other sites. |
| Auto Login Feature |
When following a link to a content-provider’s site, pages at the site that are beyond the login screen can be viewed. |
| Alert Mail Feature(※) |
Objective Met Alert |
Totals multiple balances and notifies the user by email when the total exceeds a preset value. |
Overdraft Prevention
Alert |
Notifies the user by email when there is a possibility that amounts billed could exceed the balance in the account to be debited (a possible overdraft). |
| Graphing Feature |
Product Pie Chart |
Displays aggregated information in a graph by product ratio |
| Asset Objectives Graph |
Uses a graph to show current progress toward preset financial goals. |
Summary Display
Feature |
Basic Feature |
Summarizes information on the main screen and creates a balance sheet image with assets on the left and liabilities on the right. |
| Total Value Display Feature |
Calculates the totals by business-type for assets, and liabilities |
| Mass Update Feature |
Allows aggregated information to be updated collectively. |
| Sort Feature |
Arranges the order of information according to user preference based on user-selected criteria. |
Foreign Currency
Conversion Feature |
Calculates the balance for foreign currency products in yen using a specified exchange rate. |
| CSV Download Feature |
Enables displayed information to be downloaded in CSV format. |
| Ad Display Feature |
Allows banner advertisements to be placed on the summary screen and the main screen. |
| Points-to-Cash Conversion Feature |
Enables the conversion of points accumulated on point-award sites into cash in the user’s bank account |
| Lifetime Financial Plan Diagnosis Feature |
Creates a cash flow chart and performs a financial diagnosis based on the user’s lifetime financial plan. |
| Ad Recommendation Feature |
Displays ads appropriate to a user’s financial situation according to predetermined rules. |
| Software Linkage Feature（※） |
Works together with financial management software (Microsoft Money) and home accounting software and allows data sharing (Compatible with OFX and Agurippa electronic statements) |
| Tax Filing Support Feature(※) |
Totals capital gains and losses for aggregated brokerage account information and creates the ledger for attaching to the tax return. |
| XML Data Provision(※) |
Uses XML to provide aggregation data directly to the aggregator. |
