Using app version of Investment Tracker | Forsyth Barr Help and Support

Investment Tracker is a self-managed tool that tracks any asset class. It can be used on the website and on the mobile app; any changes you make to one will update in the other.

The following instructions include:

How to find Investment Tracker
How to Add transactions to Investment Tracker
How to Edit items
How to Delete or Remove items
Other important things to know

How to find Investment Tracker

How to Add transactions to Investment Tracker

Add assets to Investment Tracker by using the '+' symbol
Select NZX/ASX or Other

Video of how to add an asset to Investment Tracker

Select Transaction type
If selecting NZX/ASX, a search bar will appear to find the asset. Selecting Other will take you to an entry form.
Please note, only NZX/ASX listed companies are searchable
Fill out the relevant details in the form: Quantity, Unit cost (price per share), date of purchase etc.
You're unable to add $0 as the Unit cost
Select Done. Your transaction item will now be added to your Investment Tracker

How to Edit items

	Edit an asset by selecting the pencil symbol found on the transaction entry
	Select the asset you would like to edit Select the transaction item to edit by touching the pencil icon Edit the details as necessary Select Done

How to Delete items

Following the instructions above, you can delete an entry by selecting the Delete transaction option at the bottom of the edit form

Investment Tracker is not connected to your Forsyth Barr holdings data. This is a tool that is completely customizable and managed by you. Use it to track any assets you choose.

If you have questions or need help with this tool, please contact us at: website@forsythbarr.co.nz.