Image of how Ethera 4.2’s AI analysis platform integrates multiple financial data

AI asset data integration platform

AI supports medium- to long-term asset strategies by integrating data distributed across multiple exchanges and accounts into one platform.

Ethera 4.2 integrates balances and transaction history from different platforms such as securities companies, banks, and crypto asset exchanges, and presents analysis results based on predictive models on a single dashboard. It allows you to make strategic decisions based on data rather than reacting to daily price movements.

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Portfolio overview (display example)

*Actual analysis results vary depending on account data

Optimization degree of asset allocation72%

Risk concentrationlow to medium

Data integration coverage4 exchanges

Issue recognition

Dispersed data makes long-term wealth planning less accurate

The more places your assets are invested in, such as securities accounts, bank deposits, crypto assets, and corporate/individual pension plans, the more difficult it becomes to accurately grasp the overall picture. The reality is that many households check each service's management screen individually and organize the situation manually.

Changes in market environment

With the expansion of systems such as NISA and iDeCo, there are increasing opportunities for individuals to use multiple systems and platforms to build assets. As the number of operations increases, the burden of integrating information and making consistent decisions increases.

01Assets are dispersed across multiple securities companies and bank accounts, and it takes time to understand the overall asset allocation.
02When the market suddenly changes, it is easy to make emotional decisions that deviate from your original long-term plan.
03Advanced analysis tools are often aimed at corporations or require expensive contracts, making it impractical for individuals to use them.
04Data formats vary by platform, making manual aggregation and comparisons prone to input errors.

core solution

Predictive modeling powered by AI and integrated dashboard for status visibility on a single screen

Ethera 4.2 goes beyond simply recording and visualizing balances; it also analyzes future scenarios based on the accumulated data and presents information for making decisions regarding asset allocation revisions. The design allows you to not only check the displayed numbers, but also understand the factors behind the changes.

STEP 1

Data acquisition and normalization

Obtain the balance and transaction history of each linked platform and organize data in different formats to a common standard.

STEP 2

Perform predictive analysis

Apply predictive models to integrated data to analyze asset allocation trends and the range of impact during market fluctuations.

STEP 3

Presentation of decision support

We present our analysis with evidence to help you compare multiple options for re-allocating your assets.

Support for multiple exchanges

Information from different platforms, such as accounts at major domestic securities companies, bank deposits, and balances at crypto asset exchanges, is aggregated into one dashboard. Compare your assets on a consistent basis without having to log in and review them individually.

Main advantages

Translating technological superiority into everyday asset management

risk management

Early understanding of asset concentration risk

We continuously monitor the degree of concentration in specific asset classes and stocks, and provide information for making decisions when risks that exceed expectations arise. This enables confirmation based on data rather than intuitive understanding.

efficiency

Reduced confirmation time through real-time processing

You can reduce the time spent checking data from multiple platforms individually and view updated integrated information all on one screen.

long term value

Maintaining alignment with long-term plans

Regardless of short-term market fluctuations, you can regularly check how well your current portfolio matches your originally established long-term asset formation policy.

How the analysis works

We will clarify the AI decision-making process and data handling to the extent possible.

Ethera 4.2 does not assume a mechanism for which the basis of analysis cannot be confirmed. The flow from data acquisition to proposal presentation is organized as follows.

Data acquisition

Obtain balances and transaction history from partner platforms through encrypted communication. The acquired data will not be used for any purpose other than analysis.
Predictive analytics

Predictive models combine historical market data with current asset allocation to calculate the impact of multiple market scenarios.
Decision support output

The analysis results are presented in a format that includes numbers and evidence, and it is assumed that the final judgment will be made by the user themselves.

Ethera 4.2 analysis team considering data processing system

Data acquisition, storage, and analysis processes are operated based on an internal management system.

Usage scene

Specific examples of use in long-term asset building for middle-class households

Review of asset allocation

Organizing allocations across multiple systems

Assets distributed across multiple systems such as NISA, iDeCo, and regular accounts can be displayed in an integrated manner, allowing you to check the overall allocation balance and obtain material for review.

Responding to market fluctuations

Organizing the materials for making decisions during fluctuations

When the market fluctuates significantly, instead of relying on emotional buy and sell decisions, you can use data to confirm whether the risk is within your expected acceptable risk range.

Considering future scenarios

Comparison of multiple forward-looking scenarios

You can compare future forecasts based on multiple market assumptions and examine the validity of long-term plans by maintaining and revising your current asset allocation.

Start integrating and analyzing your asset data from the time of your next review.

You can start by displaying the current asset allocation in an integrated manner, and after checking the analysis results, you can consider implementing it. Please utilize data-based analysis as a basis for making long-term asset formation decisions.

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