These are investment related websites (mostly New Zealand specific) that are useful and interesting.
- Market Tracking & Research
- Investment News
- Newsletters & Magazines
- Discussion Forums
- Government Services
Investment related blogs, podcasts, and YouTube channels can be found on this page.
Market Tracking & Research
I use the Yahoo Finance app on my phone to keep track of the various shares I’ve invested in, or are watching. It features price charts, statistics, and news for shares from all around the world. Consider it as your go-to reference app for the sharemarket!
The major limitation of sites like Yahoo Finance is that they don’t track non-ETF funds, such as the Vanguard and AMP funds on InvestNow. That’s where Sharesight comes in. Sharesight allows you to track funds in addition to shares (and cryptocurrency!), but their real standout feature is automatic tracking of dividend income. Sharesight allows you to track up to 10 holdings for free.
Special Offer: Need to track more than 10 holdings? Subscribe to an annual plan using this link, and you’ll get 2 months free.
Morningstar is an investment research firm. Their website is handy for getting info on funds (including KiwiSaver funds). Simply search for the name of the fund you want to look at, and the site will show you some simple stats such as performance, fees, and unit prices.
NZX are the operators of the NZ share and bond markets and their site contains some specific details of NZ shares and bond issues that Yahoo Finance doesn’t have, such as company announcements and dividend payment dates.
Mindful Money is a site that enables you to see if your KiwiSaver fund invests in any ‘areas of concern’ such as fossil fuels, animal testing, and weapons. It’s a handy tool that can help you find a fund that aligns with your personal values.
Direct Broking is a broker, but their site has a couple of useful pages, viewable even if you’re not one of their clients:
- Diary Adjustments: Shows ex-dividend and dividend payment dates for all companies listed on the NZX
- New Share and Bond Issues: Shows any new NZ share or bond issues on offer
CoinMarketCap is a popular go-to source for cryptocurrency prices.
Use CryptoSpot to compare cryptocurrency prices between the different New Zealand cryptocurrency exchanges.
– How to buy Bitcoin in New Zealand
Interest.co.nz is useful for comparing the interest rates of various savings products and term deposits at different banks. Apart from that, they’re an amazing news site for articles about money and the economy.
MoneyHub has a large selection of plain English articles and reviews on New Zealand’s investment services. Aiming to be the “hub” for info about money in NZ, they also have awesome coverage of personal finance topics outside investing, like mortgages, travel, mobile phones, and cheaper living.
Investment News NZ
Investment News is targeted towards those working in the finance/investment industry rather than investors themselves, but some of their content might give you some good insights into the sector.
Good Returns is another site targeted towards financial advisers, but still has great content that investors can take on board.
MortgageRates.co.nz is an elegant site containing the latest home loan rates, news, and some basic mortgage information.
Many investment firms have a news and insights section on their website, which often contain interesting articles. Some good ones are:
Newsletters & Magazines
JUNO Investing Magazine
JUNO is an investing magazine published quarterly. Their articles are written in a way that is easy to understand for beginners, but are also varied and interesting enough that even seasoned investors will learn something.
ASB Markets Monthly
ASB Markets Monthly is another newsletter I’ve signed up for, and contains an overview of the previous month’s themes in the global financial markets.
John Ryder’s Global Newsletter
John Ryder produces a monthly economic and investment newsletter, which is packed full of news about the economy, sharemarkets, bond markets, commodities, interest rates, and more. Well worth reading, and it’s free to subscribe to!
InvestNow News is a weekly email newsletter which compiles news and insights from InvestNow’s various fund managers.
Sharesies Lunch Money
Lunch Money is a brief email newsletter sent on Mondays, Wednesdays, and Fridays, containing news about what’s going on in the NZ sharemarket.
Sharetrader is another discussion forum for New Zealand share investors. I learnt a lot by reading the discussions on this site, as most members are knowledgeable and experienced investors.
Reddit – r/PersonalFinanceNZ
The subreddit Personal Finance New Zealand is another good place to discuss investing in NZ.
Sorted contains a huge amount of tools, guides, and articles relating to everything about money, from budgeting, saving, investing, to managing debt. Their Investor Kickstarter and KiwiSaver Fund Finder are a couple of their most useful tools. Sorted is provided by a government funded agency, the Commission for Financial Capability.
Sorted Smart Investor
Smart Investor is part of the Sorted website, but deserves a separate mention – Have you ever wondered what’s exactly inside the funds you’re invested in? You can search for your fund on Smart Investor, then scroll down a bit to find a Full Portfolio Holdings spreadsheet containing all of the fund’s holdings and weightings. Smart Investor also contains other fund related documents such as the Fund Update, SIPO, and OMI documents.
Financial Markets Authority
Doing research into whether an investment or financial provider is legit or not? The FMA website is a good place to start, as you can search to see whether your provider is licensed or not. Apart from that, they have a bunch of guides about investments, avoiding scams, and some great data on (scroll down the the Fund update files section to view):
- A spreadsheet of all data from the fund updates of all KiwiSaver funds
- A spreadsheet of all data from the fund updates of all non-KiwiSaver funds
Settled.govt.nz contains some awesome resources about buying and selling a home. There are certainly a lot of concepts and moving parts to understand when it comes to dealing with Real Estate, and I learnt a lot from this site.
He Reo Whairawa
He Reo Whairawa is an initiative to develop a vocabulary of 100 finance and investment terms in te reo Māori. Check out the full list of words here (PDF, 1.1MB).