News

Documentation Index

Fetch the complete documentation index at: https://docs.investsync.co.nz/llms.txt

Use this file to discover all available pages before exploring further.

​

Overview

News brings investment updates into one review page. Use it to see what happened, which holdings are affected, whether action is needed, and which documents support the update.

​

Before you start

Make sure you are reviewing the right organisation. For action items, check the source document before relying on a summary or reminder date.

​

Basic and advanced use

• Basic use: review updates, action flags, expected dates, and supporting documents.
• Advanced use: triage critical items, add calendar reminders, review investment-level context, and clean up stale items.

​

What you can see

The News page shows:

• Total news items.
• Items with action required.
• High-importance and critical items.
• Expected dates and action-by dates.
• Linked investments and source material.
• Summaries, impact notes, suggested actions, and supporting documents.

​

Review news

1. Open News from the main menu.
2. Search by holding, topic, action, or impact.
3. Filter by importance or action status.
4. Open a news item to review the details.
5. Read the summary, impact analysis, and suggested action.
6. Open the linked investment or source if you need more context.

Start with Action required, then review high-importance and critical items.

​

Understand the labels

• Importance shows how much attention the item may need.
• Event type describes the kind of update, such as AGM, distribution, capital call, valuation, or market update.
• Action required means someone should review, decide, respond, vote, monitor, or update records.
• Expected date is when the event is expected to happen.
• Action by is the date a response or decision is due.
• Confirmed shows whether the update has been confirmed.

​

Use supporting documents

Some news items include documents. Open a document to preview it in the side panel, or use Open or Download when you need to review it separately. Use supporting documents to verify:

• Announcement details.
• Distribution or dividend timing.
• Voting or response requirements.
• Valuation or portfolio impact.
• Source material for client or committee notes.

​

Calendar reminders

When a news item has a useful reminder date, you may see Calendar in the item actions. Use it to add a reminder for:

• Action deadlines.
• AGMs.
• Capital calls.
• Corporate actions.
• Distributions.
• Governance or regulatory events.
• Valuation events.

If your calendar is not connected, InvestSync will guide you to connect or reconnect it.

​

Delete a news item

Use Delete when a news item is no longer needed. Deleting the news item removes it from the News page, but linked documents are kept.

​

News on an investment

Individual investment pages can also show recent external headlines and market context for that holding. Use those headlines for background research, then rely on the News page for tracked updates, action items, documents, and reminders.

​

Good habits