These are investment related websites (mostly New Zealand specific) that are useful and interesting.
- Market Tracking & Research
- Investment News & Education
- Discussion Forums
- Government Services
Investment related blogs, podcasts, and YouTube channels can be found on this page.
Last updated: 28 Jun 2022
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.
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 or managed 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.
CoinMarketCap is a popular go-to source for cryptocurrency prices and news.
Morningstar KiwiSaver Reports
Morningstar’s KiwiSaver reports provide handy data on past returns from major KiwiSaver funds, and are updated quarterly. In addition the Morningstar site in general has plenty of other useful research and data you may fund useful.
Mercer’s Periodic Table
Mercer’s Periodic Table of Investment Returns is a great resource showing the annual returns for different asset classes over the last 10 years. It proves that chasing winners is a bad idea – one year’s winner can be next year’s loser.
Investment News & Education
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 comprehensive selection of guides and reviews on New Zealand’s investment and KiwiSaver 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.
Mary Holm is probably New Zealand’s best known personal finance author. Of most interest on her website is her weekly column with the NZ Herald where she answers readers’ questions about money and investing.
Many investment firms have an insights or blog section on their website, with Kernel’s blog being particularly insightful and educational.
Great article to check out:
– S&P 500 vs S&P Global 100: Which Should I Invest In?
Craigs Investment Partners Insights
Craigs Investment Partners regularly publishes blog posts which are always relevant and helpful in navigating the investment markets.
Great article to check out:
– How long is long-term?
MortgageRates.co.nz is an elegant site containing the latest home loan rates, news, and some basic mortgage information.
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.
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.
Reddit – r/PersonalFinanceNZ
The subreddit Personal Finance New Zealand is good place for New Zealand investors to discuss investing and ask questions.
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.
There’s a few Facebook Groups that Kiwis can use to discuss investment topics. Examples are:
- NZ Investors Group
- Sharesies’ Share Club NZ
- Hatch Investors Club (must be a Hatch customer to join)
Just take any information you get there with a grain of salt. There can be a lot of bad advice dished out on these groups.
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 and avoiding scams, and some great data sets.
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.
If you hold your NZX shares on your own CSN (this will be the case if you use ASB Securities or Jarden Direct), you’ll need to access the share registry of the company you’ve invested in to see your holdings, enter your bank account details for dividends, and to sign up for Dividend Reinvestment Plans. Computershare is the registry for many NZX listed companies
Link Market Services
Link Market Services is another share registry that some NZX listed companies use. Check the Investor Centre on your company’s website if you’re not sure which registry they use.
Gaspy is an iPhone/Android app which helps you find the cheapest fuel in your area.
Grocer is a website that allows you to compare prices between Countdown, New World, and Pak’nSave supermarkets
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).