머니 마일스톤 - 자산배분 투자 동반자
Android app by Money Milestone. Finance · Money Milestone
- Store rating
- Unknown
- Store rating count
- Unknown
- Download price
- Free to download
- In-app purchases
- Not listed in captured metadata
- Version
- 1.0.1
- Listing last refreshed
- 2026-09-13
View the original store listing
Store description excerpt
Money Milestone is an investment management tool that allows you to manage your assets and investment portfolio at a glance and verify your asset allocation strategies using data. By entering your holdings, quantities, and average purchase prices, you can check your current asset status, returns by period, dividend trends, and asset class weightings. You can construct a portfolio using ETFs, stocks, gold, cryptocurrencies, and other assets of interest, and run backtests, retirement simulations, dividend simulations, and rebalancing checks based on historical data. Money Milestone is designed to go beyond a simple return calculator and consider the account structures and tax conditions that Korean investors actually face. You can input brokerage, ISA, pension savings, and IRP accounts separately to compare stock compositions, contributions, and tax effects for each account. Key Features • Manage My Assets You can check your holdings, valuation amount, daily returns, returns by period, and asset class weightings. You can aggregate the same stocks held across multiple accounts and, if necessary, check them separately by account. • Portfolio Saving and Comparison You can save multiple portfolios and compare performance based on their constituent stocks and weights. Saved portfolios can be recalled from various screens, such as the investment calculator, backtesting, retirement planning, and dividend calculation. • Asset Allocation Backtesting You can check the historical performance of various asset combinations, including stocks, ETFs, bonds, and gold. You can compare the flow of various strategies using CAGR, MDD, volatility, and Sharpe indicators, as well as risk-return charts and trend overlays. • Rebalancing Strategy Check You can check the difference between your target weights and current weights, and calculate which asset classes have deviated from the target. You can also backtest portfolios considering rebalancing to verify if results differ from a simple holding strategy. • Korean-style Tax Simulation You can calculate after-tax results reflecting entrusted accounts, ISA, pension savings, and IRP accounts. Dividend tax, capital gains tax, ISA maturity taxation, pension account tax credits, pension withdrawal tax, and the possibility of comprehensive taxation on financial income are all reflected in the investment simulation. • Multi-Account Simulation Real-world investors do not use just one account. Money Milestone assumes a scenario where an ISA, entrusted funds, pension savings, and IRP are managed simultaneously, displaying both individual account results and aggregated results. You can also consider ISA contribution limits, pension contribution limits, and differences in investable assets per account. • Tax Savings Comparison It estimates tax savings by comparing the taxes incurred when all assets are managed in an entrusted account with the taxes generated from the actual account composition. You can verify how after
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