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 then 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:

Log into the website using your client login details, then select Tools. Investment Tracker will appear in the dropdown after Watchlist.

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

To add assets to your investment tracker, select Add Transaction. A form will appear that will ask for the details of this transaction. You must complete these details: asset name, buy or sell, purchase price, the number of shares, and the date.

It is optional to add in: transaction fees and notes. Tip: Use this process to add a purchase or sale of assets.

Investment Tracker is connected to an NZX and ASX Market data feed. Search for listed equities by name or asset ticker.

To add other assets that are not listed on the NZX or ASX, please select Other in the add transaction form.

This option allows you to add any assets of your choice, such as term deposits, international equities, property, bonds or cash. These assets will be added to your investment tracker.

Select the asset that you want to edit. This will take you to this individual asset's summary page. Select the Edit icon for the transaction entry you wish to edit. A form will appear where you can change the details.

Tip: you cannot edit the entry from Buy to Sell or vice versa. You will need to delete this entry and re-add the transaction entry.

If you have a transaction to delete from your Investment Tracker, follow the steps above to Edit the transaction.

In the Edit form, select Delete Entry.

Alternatively, you can remove an asset from the tracker by adding a Sell entry that equals the volume of shares currently in your investment tracker for this asset.

Please contact us at: webaccountsupport@forsythbarr.co.nz, if you have any questions or need help with this tool.