See all your assets in one page, sort by preference, and export to a PDF or CSV file.
Once you have logged in to your online portfolio, click on the Assets tab.
Download your portfolio
Use either button to download a PDF or CSV file. This will capture the information you are currently viewing.
Choose how to sort your portfolio
Click on the dropdown menu to select a different order to sort your portfolio. You can sort by Portfolio %, Security name or Quantity.
Added Change %
The NZD Change column shows the percentage change. Change % is calculated using the NZD Market Value and Total Cost.
Please contact us at: website@forsythbarr.co.nz, if you are experiencing issues or need further assistance.