Toss Securities Introduces "Investment Asset Trends" and "Group Holdings" Features

Check Changes in Market Value and Principal

Group Holdings Based on Personal Criteria

Toss Securities announced on September 17 that it has improved its asset inquiry and management features. The update aims to help customers more easily understand and manage their investment status.

First, the company has introduced an "Investment Asset Trends" feature, which allows customers to view their investment flows over the past year at a glance. It displays changes in the market value and principal in a graph, and users can check exactly how much their current market value has increased or decreased compared to their principal, both in terms of amount and percentage.

Users can select time periods in intervals of 1 week, 1 month, 3 months, or 1 year. By selecting a specific date in the graph, they can view the market value, principal, and evaluation gains or losses at that point in time. Account-specific inquiries are also supported. Customers can either view basic accounts and pension accounts separately or aggregate all their accounts to review the investment asset trends as a whole.

Toss Securities has also introduced a "Group Holdings" feature, allowing users to categorize and manage their holdings based on criteria of their choice. Previously, holdings had to be checked according to preset categories such as domestic stocks, overseas stocks, or bonds. Now, customers can create their own groups and classify selected securities as they wish.

It is also possible to check both the holdings and the return rates by group. This improvement enhances convenience, as investors can manage their holdings according to their own criteria, such as investment goals or areas of interest.

A Toss Securities representative stated, "The focus of this improvement was to make it easier and more convenient for customers to review their investment status," and added, "We will continue to refine features from the customer's perspective going forward."

This content was produced with the assistance of AI translation services.