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Prerequisites

Before you begin, ensure you have:
  • A valid email address
  • Access to your investment account statements (optional, for document upload)
  • A modern web browser (Chrome, Firefox, Safari, or Edge)

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Step 1: Create Your Account

  1. Visit app.investsync.co.nz
  2. Click “Get Started” or “Sign Up”
  3. Enter your email address and create a secure password
  4. Verify your email address by clicking the link in your inbox

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Step 2: Create Your First Organisation

  1. After logging in, you’ll be prompted to create your first organisation
  2. Choose a name for your organisation (e.g., “Personal Portfolio”, “Smith Family Trust”)
  3. Select your reporting currency (NZD recommended for NZ investors)
  4. Set your country to New Zealand for local tax compliance
You can create and switch between multiple organisations. Each organisation has its own currency, members, permissions, categories, and investments.

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Step 3: Set Up Categories and Entities

1

Configure Investment Categories

Navigate to Settings > Investments > Categories and set up your investment categories (e.g., Equities, Fixed Income, Alternatives). You can also create subcategories for more granular organisation.
2

Create Entities

Navigate to Settings > Entities and create your first entity (e.g., “John Smith” or “Smith Family Trust”). Entities represent the legal owners of investments within your organisation.

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Step 4: Add Your First Investment

1

Create an Investment

Go to Investments and click “Add Investment” Enter the investment details:
  • Name: “Apple Inc.”
  • Ticker: “AAPL” (for listed investments)
  • Category: Select from your configured categories
  • Subcategory: Optional, for more granular classification
  • Entity: Select the entity that owns this investment
  • Short Code: Optional identifier for quick reference
2

Record a Transaction

Click on your investment and select “Add Transaction” Enter the transaction details:
  • Date: Purchase date
  • Type: “Buy” (or Sell, Dividend, Interest, Fee, Other, Revaluation)
  • Units: Number of shares/units
  • Price: Price per unit
  • Currency: USD (or the investment’s currency)
  • Fees: Any transaction fees
  • Taxes: Any applicable taxes
3

View Daily Valuations

After recording a transaction, InvestSync automatically:
  • Recomputes the daily time series for this investment
  • Fetches historical prices from Yahoo Finance (for listed investments)
  • Converts values to your organisation’s reporting currency using Frankfurter FX rates
  • Updates the dashboard with cost basis, market value, and unrealised gains

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Step 5: Upload and Process Documents (Optional)

If you have existing investment documents:
  1. Go to Investments and select an investment, or go to Documents
  2. Click “Upload Document” and select your PDF file
  3. The document is securely stored in S3
  4. Use “Analyse Document” to let AI:
    • Classify the document type (Transaction, Statement, Corporate Action, Event, Newsletter, Other)
    • Extract transaction data with structured fields (date, currency, units, price, fees, taxes, broker details)
  5. Review the extracted data and attach transactions to investments
  6. Daily valuations update automatically after posting transactions

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Step 6: Explore Your Dashboard

Once you’ve added investments and transactions:
  • Organisation Dashboard: View total market value, cost basis, unrealised gains, and period change across all investments
  • Investment Dashboard: See value-over-time charts, holding metrics, latest snapshot, entity details, and linked documents
  • AI Assistant: Click the assistant icon to get a natural-language summary of recent performance and top holdings
  • Capital Calendar: Plan and track upcoming capital commitments and cashflow projections
  • Planning: Set financial goals and track progress with metrics and updates

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Next Steps

Learn About Features

Discover all the powerful features InvestSync has to offer

Investment Tagging

Organise investments with flexible tags and category defaults

Capital Calendar

Plan and forecast capital commitments

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Typical Workflows

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Adding a Listed Investment

  1. Create investment with ticker → Record buy transaction → Daily engine builds time series → Dashboard shows cost vs market value

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Processing Documents

  1. Upload broker PDF → AI classifies and extracts transactions → Review extracted data → Attach to investment → Daily values update automatically

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Portfolio Review

  1. Open organisation dashboard → Use AI assistant for performance summary → Review top contributors and laggards → Generate reports

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Planning & Tracking

  1. Set a goal (e.g., “Increase NZ equity exposure”) → Track progress → Log updates alongside notes and documents

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Need Help?

If you run into any issues:
Your data is encrypted and secure. We never share your financial information with third parties. All documents are stored securely in S3 with organisation-level access controls.