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  My Portfolio Tools  
 

My Portfolio Tools enables the serious investor to track the Total Return of their portfolios by monitoring changes in stock prices and values, as well as projecting the annual interest and dividend returns for each individual company in a portfolio.

Portfolios can comprise stocks from both the ASX and NZX, as well as interest bearing securities (including marketable securities, debentures and deposits) and cash.

- example of NZX portfolio

- example of ASX portfolio

- example of Marketable securities portfolio

- example of Cash & Debentures portfolio

-example of Totals for a portfolio

Portfolio stocks are kept in their individual currencies and summarised in NZ$'s. Individual stocks can be selected from within a portfolio and detailed pricing data, together with a range of charting options can be reviewed.

Click here to see Chart Examples and Options

 

 		 
 

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Disclaimer:
Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website. You should also obtain professional advice tailored to your specific circumstances and needs prior to making any investment decisions. Past performance of any product described on this site is not a reliable indication of future performance. If you require advice on the purchase of particular investments please contact a Somerset Smith Partners advisor.


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