Investment Tracker

Investment Tracker enables you to self-manage a view of your chosen investments. It also allows you to record holdings and transactions across asset types.

Pricing for NZX and ASX assets are updated on a 20-minute delayed basis.

Other assets are recorded as Custom Assets, by using pricing and other details you provide, the Investment Tracker gives an easy view of the assets you have chosen to record.

The following instructions include:

1. Once you have logged in to your online portfolio, click on the Tools tab

2. Investment Tracker will appear in the dropdown menu

If you are using Investment Tracker on the mobile app, please read these instructions.

Investment tracker is connected to NZX and ASX Market data feeds. Search for listed equities by name or asset ticker.

1. To add assets to your investment tracker, click Add asset.

2. A form will appear that will ask for the details of this transaction.

You must complete these details: NZX or ASX listed holding, Date you purchased, Buy or Sell, Quantity and Unit cost (NZD/AUD).

Within the form, you have the option to add: Transaction fee (NZD/AUD) and Notes.

3. Once you have completed the form, click Done.

To add other assets that are not listed on the NZX or ASX, click Other in the Add asset form.

This option allows you to add another type of asset, such as term deposits or international equities.

1. Click on the asset that you want to edit. You will be taken to the Entries page.

2. Click on the pencil icon for the transaction you wish to edit. A form will appear where you can change the details.

Within the form, you have the option to add: Transaction fee (NZD/AUD) and Notes.

Please note: you cannot edit the entry from Buy to Sell or vice versa. You will need to delete this entry and add the transaction again.

To delete an item from Investment Tracker, follow the steps above in How to edit to items then click Delete at the bottom of the form.

To confirm, click Yes, delete entry