New Zealand portfolio tracker

Track NZ shares on the NZX plus foreign investments with FIF awareness, PIE fund support, and imputation credit tracking.

Everything you need

Track NZX-listed shares and offshore investments in one portfolio with NZD translation.

Monitor whether your foreign investment cost exceeds the NZD $50,000 threshold that triggers FIF.

Track imputation credits on NZ dividends and the resident withholding tax deducted.

Hold PIE fund positions (Smartshares, KiwiSaver) with your PIR applied to the income attribution.

Add NZ shares, foreign shares, and PIE funds. Configure your PIR for PIE income attribution.

NZD-based cost base for every transaction. Foreign investments are watched for the FIF threshold.

Summary of dividend income, imputation credits, RWT, and foreign income suitable for the IR3 return.

Does TrackMyShares calculate FIF income?: The tracker monitors your foreign investment cost against the FIF threshold and tracks opening and closing market values. FIF income calculation using the FDR or Comparative Value method is done at year-end.
How are PIE funds handled?: PIE fund positions are tracked with your PIR applied to attributed income. The PIE provides an annual tax statement; those figures are the basis for the IR3 return.
Are NZ shares subject to CGT?: For long-term investors holding NZ-listed shares on the NZX, there is generally no capital gains tax. Active trader classification is an exception.
Does it track NZ imputation credits?: Yes. Imputation credits on NZ dividends are tracked to the dividend payment. Trans-Tasman imputation (Australian credits attached to AU-source dividends held by NZ investors) is more complex; verify with your tax agent.
Which brokers can I import from?: Most NZ and international brokers export CSV transaction history we can import. Verify your specific broker's current import support on the help centre.

Take control of your investments with a portfolio tracker built for investors across US and Australian markets.