Pinnacle — Portfolio Overview

Total value

—

Total return

—

Cash available

—

Settled · NZD

Dividends (YTD)

—

−3.1% vs last year

Portfolio performance

Last 12 months

Holdings

6 positions

Asset↑	Units↑	Price↑	Day↑	Value↓	30d
Total

Concept build. Every figure here is invented — this is an interface demonstration, not a financial product, and nothing on it is advice. Design by TJ Design

Allocation

By sector

Recent activity

Next steps

Book cost

—

What you paid

Market value

—

Equities, excluding cash

Unrealised gain

—

Largest position

—

Positions

Asset↑	Units↑	Avg cost↑	Price↑	Value↓	Gain↑	Weight↑
Total						100.0%

By sector

Share of equities

Concentration

Plan limit 25% per holding

All transactions

Date	Type	Detail	Units	Price	Amount	Status

Concept build. Every figure here is invented — this is an interface demonstration, not a financial product, and nothing on it is advice. Design by TJ Design

Dividend income

By quarter, NZD

Cash effect

Across the ledger

Statements & documents

PDF

Account

Account name

Email for statements

Reporting currency Every figure on the dashboard is shown in NZD.

Plan

Risk profile Sets the cash target the rebalance prompt measures against.

Cash target

Notifications

Price alerts

When a holding moves more than 5% in a day

Dividend notices

When a dividend is paid or reinvested

Monthly statement

Emailed on the first working day of the month

Concept build. These settings really do change the dashboard — the cash target drives the rebalance prompt — but nothing is saved to a server. Design by TJ Design

Your adviser

Alex Ngata
Senior adviser · Wellington

Direct line and calendar are on your welcome pack. Messages sent here reach the adviser desk and are answered on the same working day.

Desk hours

Mon–Fri · 8:30am – 5:30pm NZST
Sat · 9:00am – 1:00pm NZST
Sun & public holidays · closed

Trades placed outside market hours are queued to the next open.

Common questions

When does my dashboard update?

Prices refresh every 20 minutes during NZX trading hours. Cash, settlements and dividend credits post overnight, so a trade made today appears in the ledger immediately and in your cash balance the following morning.

What does "on cost" mean on the return figure?

It compares what your holdings are worth now against what you paid for them — your book cost. It is not the same as the performance chart, which shows the value of the whole portfolio over time and therefore also moves when you deposit or withdraw money.

How is the cash target used?

Your plan sets a percentage of the portfolio to hold in cash. The dashboard compares your actual weighting to that target and prompts a rebalance when the two drift apart. You can change the target under Settings.

Can I export my holdings?

Yes. Export on the top bar downloads the current screen as a CSV, and full quarterly statements are under Reports as PDFs.