Year-in-review graph shows valuation and principal changes at a glance

Users can now create custom groups to organize holdings by their own criteria

[Provided by Toss Securities]
[Provided by Toss Securities]

Toss Securities announced Thursday that it has upgraded its investment asset tracking and management features to help customers more easily monitor and manage their portfolios.

The company introduced an "investment asset trend" feature that lets users review their investment activity over the past year at a glance. The tool displays changes in valuation and principal through a graph, and shows how much the current valuation has increased or decreased compared with the original principal — in both monetary and percentage terms.

Users can select time frames of one week, one month, three months or one year, and tapping a specific date on the graph reveals the valuation, principal and unrealized gain or loss at that point. The feature also supports account-by-account viewing, allowing customers to check asset trends for individual accounts — such as a standard brokerage account or a pension account — or view all accounts combined.

Alongside this, Toss Securities added a "holdings grouping" feature that lets users bundle their holdings by any criteria they choose. Previously, customers could only view their holdings under fixed categories such as domestic shares, overseas shares and bonds. Now they can create their own groups and sort holdings as they see fit.

Each group displays the holdings it contains along with their returns, allowing customers to organize their investments by purpose, area of interest or any other personal standard — improving overall convenience.

Toss Securities is also the first domestic brokerage to pay principal and interest on overseas bonds on public holidays and Saturdays. The company had already been paying dividends on overseas shares on their scheduled dates regardless of whether they fall on a holiday or Saturday. The moves are part of a broader effort to reduce customer inconvenience across its product lineup.

"This upgrade was focused on making it easier and more convenient for customers to check their investment status," a Toss Securities official said. "We will continue to improve the features our customers need, from their perspective."


jiyun@heraldcorp.com