See all your assets in one page, sort by preference, and export to a PDF or CSV file.
Click on your investment account then click View All Assets.
Download your portfolio
Use either button to download a PDF or CSV file. This will capture the information you are currently seeing on the webpage. Please note: the PDF may take a few seconds to download.
Choose how to sort your portfolio
Select a different order to sort your portfolio. Sort by Security name, Quantity, or Portfolio %.
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.