myAlphaKit Investor Toolkit

myAlphaKit is a privacy-first investor toolkit for people who manage overseas investments across multiple brokers, currencies, and asset types. It helps you bring scattered holdings into one organised portfolio dashboard without asking for brokerage account access.

You can import holdings from CSV, add positions manually, compare brokers, track stocks, ETFs, options, cash balances, notes, dividends, and portfolio snapshots, then keep your records on your own device or in your personal Google Drive. The dashboard is designed for long-term portfolio tracking and review, not live trading.

For New Zealand investors, myAlphaKit also provides FIF tax report tools. Upload supported broker statements or the myAlphaKit template, review parsed holdings and transactions, choose the relevant calculation settings, and generate FIF report files for record keeping and filing support.

The app is built around private organisation, transparent calculations, and practical workflows for investors who want a clearer view of their global portfolio. Core dashboard tracking is free to use, with paid FIF reporting available as an add-on.

Use myAlphaKit when you want a cleaner daily overview, a private place to organise investment records, and a consistent workflow before tax time. It keeps the marketing promise simple: your portfolio data stays under your control while the app helps you understand what you own.

Investors often spread holdings across Hatch, Interactive Brokers, Tiger, Sharesies, bank platforms, and manual spreadsheets. myAlphaKit gives those records a single home so you can review allocation, cost basis, cash, dividends, notes, and historical snapshots without turning the dashboard into another brokerage account.

The public guides explain how foreign investment fund rules work, how fair dividend rate and comparative value calculations differ, and how IRD exchange rates can affect a New Zealand tax year. These guides are educational support, not personal financial or tax advice, and they help investors understand the reports they generate.