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All Assets View

An alternative way to view your investment portfolio

S
Written by Support
Updated over 3 months ago

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.

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