Search results

Manage recurring investments across New Zealand, Australian and US markets

Compare disclosed manager holdings and quarterly portfolio changes

Personal account records and envelope budgets for Apple devices

Desktop personal accounts with reconciliation, reminders and flexible imports

Find quantitative trading ideas and examine the research behind them

Organize dividend portfolios and compare income-growth scenarios

Track broker holdings, dividends and returns in one portfolio

Assemble portfolio backtests from reusable Python rules

Administer funds from several managers through one New Zealand portal

Prioritize project portfolios against resource capacity and compare alternative scenarios.

Explore markets and portfolio tools in live or virtual mode

Build recurring investment plans and compare brokerage account options

Organize stocks and funds into plans with optional recurring purchases

Calculate portfolio returns from a complete transaction history

Choose how much of portfolio management to automate

Delegate an index portfolio or choose your own stocks and ETFs

Match financial transactions and track unresolved differences through sign-off

Bring market research, news and security monitors into one workspace

Connect bank deposits with domestic or cross-border payouts

Build a US share watchlist, then invest from a New Zealand account

Research Indian stocks and funds before managing investments

Embed investing through account, funding and brokerage APIs

Combine index funds and US shares with a New Zealand money view

An offline desktop register with budgets and optional bank feeds