Tools
Free tools for NZ fund investors.
Numbers you can put into your own decisions — fees over 20 years, the right PIR for your income, the funds that actually match what you need. No advice, no recommendations, just neutral arithmetic on the public data.
Calculator
Fees impact calculator
Illustrative side-by-side projection of two managed-fund annual fund charges over your investment horizon. See the compounded gap a sub-1-percentage-point fee difference makes over multi-decade horizons.
Open tool →Calculator
PIR calculator
Work out which Prescribed Investor Rate (10.5%, 17.5% or 28%) applies to your PIE income — using IRD's two-year look-back rule.
Open tool →Calculator
FIF tax calculator
Estimate Foreign Investment Fund income under the FDR (5% of opening value) and CV (actual gain) methods, with the NZ$50,000 de-minimis check. For directly held overseas shares and ETFs — PIE funds handle this for you.
Open tool →Calculator
Monte Carlo projection
Run your investment 1,000 times with randomised returns to see the full spread of outcomes — net of fees and PIE tax — plus how often it reaches your savings goal. Shows the P10–P90 range by year, not a single misleading line.
Open tool →Filter
Fund screener
Filter all 158 funds by category, fee cap, risk profile, PIE / ETF / hedged / RI flags. Sort by name, fee or risk.
Open tool →Compare
Fund comparisons
Pre-built side-by-side comparisons across same-category, similarly-sized peers. Browse all pairs or jump from any fund page.
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