This page contains links to some investment related spreadsheets hosted on Google Drive that you might find useful.
The following spreadsheets don’t make any calculations, but contain useful data. You don’t need a Google account to access these:
- International Shares Index Fund Exposures
- NZ Shares Index Fund Holdings
- Australian Shares ETF Holdings
- Random Stuff
The following are a few basic spreadsheets you can use to keep track of your investments or make some calculations. They are on Google Sheets, so you’ll first need to be signed in to a Google account. Click the Copy Spreadsheet button to copy the sheet to your account, which you can then freely edit:
- Index Fund Annual Fee Comparison
- Simplicity vs InvestNow Fee Calculator
- Sharesies vs Hatch Fee Calculator
- Term Deposit Calculator
- NZ Dividend Calculator
- Share Tracker
- Portfolio Allocation
These spreadsheets are best viewed on a desktop or tablet
International Shares Index Fund Exposures
What countries are your International Shares Index Funds invested in? Compare the country and regional exposures of ten international shares index funds from Smartshares, AMP, and Vanguard. Simplicity’s Growth fund is in there for further comparison.
NZ Shares Index Fund Holdings
What companies are your NZ Shares Index Funds invested in? Compare the holdings and weightings of eleven different NZ Shares Index Funds issued by Smartshares, Simplicity, AMP Capital, and Kernel as at 30 September 2019. The AMP data is not up to date, being from 31 March 2019.
Australian Shares ETF Holdings
See the holdings and weightings of six different Smartshares Australian Shares ETFs, as at 30 September 2019.
A spreadsheet for random bits and pieces of data. Currently contains:
- Market share of KiwiSaver providers
- NZ share indices performance
Index Fund Annual Fee Comparison
Calculate and compare the annual fees of different NZ Shares, International Shares, and Bond Index Funds from Smartshares, Simplicity, Vanguard, AMP Capital, and Kernel.
Simplicity vs InvestNow Fee Calculator
Use this to calculate the fees that you’d pay on a DIY investment portfolio on InvestNow, and compare it to the fees you’d pay by investing in one of Simplicity’s funds. For more background, see my article Building an Investment Portfolio – Simplicity vs InvestNow.
Sharesies vs Hatch Fee Calculator
Use this to perform a very rough calculation on the fees that you’d pay by investing in domestic Smartshares ETFs on Sharesies, compared to the fees you’d pay by investing in US ETFs on Hatch.
Term Deposit Calculator
Use this to calculate and compare the after-tax returns from two term deposits, including PIE term deposits.
NZ Dividend Calculator
Use this to calculate the dollar amount you’ll receive in dividends, based on the number of shares you own. You’ll also need to input the company’s dividend payment data, which can be found on the NZX website e.g. Dividend data for Infratil can be found at https://www.nzx.com/instruments/IFT/dividends – replace IFT with the ticker code of the company you wish to check.
Use this to keep track of individual shares you own. It allows you to know how much capital gain/loss has been made, and keep track of dividends manually. You can also use this to track Smartshares ETFs. Just edit the ticker codes in column D.
Consider using Sharesight if you’re looking for a solution to track dividends automatically.
Use this to see how your investment portfolio is allocated to different assets, and calculate your total portfolio value.