Siiibo Securities Launches Investment Performance Report Feature for Investors

Siiibo Securities Introduces Investment Performance Report Feature

Siiibo Securities Co., Ltd., based in Chuo City, Tokyo, has announced the launch of its new feature, the Investment Performance Report. This innovative function allows investors to view a comprehensive overview of their investment status at any time throughout the year. Previously, investors received an electronic notification of interest and redemption payments once a year in January. With the introduction of the Investment Performance Report, clients can now monitor their current investments regularly, making it easier to manage their overall assets and investment performance.

Enhanced Investor Experience

The firm has reported that over half of its clients engage in multiple purchases of corporate bonds, indicating a growing trend of continued usage. In response, Siiibo Securities has been committed to fostering an environment that facilitates repeated investments. The company places significant importance on customer feedback, having already released features like the “Custody Fund” functionality and the “Automatic Withdrawal of Custody Funds” service based on client needs. The new Investment Performance Report was added in direct response to requests from investors who wished for a summary view as their bond holdings increased, along with the need to check total balances and accrued interest.

Features of the Investment Performance Report

From the Siiibo platform's homepage, investors can now access their performance data for the current year from January 1st to the present date. The report includes:

- Remaining balance of held corporate bonds (as of the reporting date)
- Interest payments
- Redemption payments
- Transfer profits and losses

This data is updated in real time and can be downloaded in CSV format for personal asset management. Traditional annual notifications regarding interest and redemptions will continue to be issued, along with plans for ongoing development to retain historical data for previous years.

Understanding Corporate Bonds

Corporate bonds provide investors with a straightforward means of direct investment into companies. Terms such as interest rates and durations vary by firm and bond, with specified repayment terms over a defined period, yielding consistent income. As a type of income-generating investment, corporate bonds are recognized for having a clearer risk-return profile compared to stock investments, generally considered lower risk. Furthermore, the interest on these bonds is subject to separate taxation, allowing investors to purchase directly from companies without assuming intermediary risks.

About Siiibo Securities

Siiibo Securities has established its mission to “create free, transparent, and fair direct finance,” aiming to promote the accessibility of corporate bonds as a simple financial product. It stands as the country's only online brokerage specialized in bonds, operating the Siiibo platform that enables online issuance and purchase of corporate bonds. Siiibo provides services to investors for viewing corporate data and managing bond purchases, while offering support for IR publication and corporate bond issuance for companies.

Regulatory Information

- Corporate Name: First-Type Financial Instruments Business Operator, Kanto Local Finance Bureau (Financial Instruments Business) No. 3230
- Membership Association: Japan Securities Dealers Association