NZX Research & Compliance Tools for Advisers
Client-ready research, auditable voting records, and governance due diligence for NZX-listed companies. Everything a financial adviser needs to research, recommend, and document -- in one platform.
131
NZX Companies
2,278
Directors Tracked
1,952
AGM Resolutions
64,622
NZX Announcements
How Advisers Use NZXplorer
Every feature is designed around real adviser workflows -- from client meetings to compliance documentation.
Research a stock for a client meeting
Company profiles with 11 tabs covering financials (full dividend history with paying streak, growth streak, DPS CAGR, consistency score), governance (fund manager vote summaries with dissent highlights), insider trades, interactive TradingView charts overlaying price with fundamentals and macro data, and more. Print-ready for client presentations.
Browse CompaniesQuick company health check
Investment Checks run 16 pass/fail fundamental checks per company — profitability, leverage, liquidity, growth, and governance — for instant due diligence. The Portfolio Snowflake scores companies across 5 axes (Value, Growth, Health, Governance, Dividends) so clients can see strengths and weaknesses at a glance.
View Investment ChecksCheck governance before recommending
GRS Governance Risk Scores rate every NZX company 0-100 across 6 components. Identify red flags before you recommend.
View Governance ScoresDocument AGM voting decisions
Automated proxy advisory with 34 rules across 8 resolution categories. Portfolio sweep analyses all client holdings at once. PDF export creates an auditable record for compliance files.
Proxy Advisory SystemGenerate stewardship reports for FMA
Auto-generate FMA-compliant stewardship reports from your NZX portfolio. Per-company vote summaries, category breakdowns, compliance rates, and PDF export. Save custom voting policies via API for consistent governance standards across your firm.
Stewardship ReportsScreen dividend stocks for income portfolios
222-column screener with adviser-focused presets: Income Portfolio, Conservative Growth, and ESG Compliant. Filter by yield, payout ratio, governance score, DRP availability. Per-company dividend metrics: paying streak, growth streak, DPS CAGR, consistency score, and cut count.
Stock ScreenerDirector background check
Due diligence reports covering career history, board fees, insider trades, voting record, and governance scores. PDF export for client files.
Director DirectoryQuick client briefing on any company
Ask the AI Copilot about any NZX company in plain language. It retrieves real-time data from 100 specialist tools and returns structured answers.
Try the CopilotESG & climate compliance check
9 ESG reports covering NZ Climate Standards compliance, emissions tracking, board diversity, and activist investor risk. Help clients understand ESG exposure across their NZX holdings.
ESG ReportsParliamentary oversight monitoring
Track which NZX companies face select committee scrutiny, SOE annual reviews, and corporate submissions on legislation. Governance due diligence backed by 10,560 parliamentary records.
Select Committee IntelligenceTrace beneficial ownership for client holdings
See through custodian nominees (HSBC, BNP Paribas, Citibank) to identify actual fund managers behind NZX shareholdings. 56 fund managers tracked, 9,700+ substantial holder notices classified. Shareholder concentration metrics (HHI, top-5%) in the screener for portfolio risk assessment.
Fund Manager DirectoryEmbed NZX data on your client portal
Pre-built widgets for price cards, governance badges, dividend history, sector heatmap, and more. Add NZX data to your website with a single script tag. 7 widget types, dark mode support, auto-updating.
Widget GalleryUnderstand macro impact on client portfolios
Macro dashboard shows how RBNZ OCR decisions, GDP, CPI, and exchange rates affect NZX sectors. The Economic Calendar tracks upcoming RBNZ decisions, GDP releases, CPI data, and employment reports so you can prepare clients ahead of market-moving events. Per-company exposure scoring (OCR sensitivity, FX sensitivity, cyclicality) helps explain portfolio positioning. OCR overlays on interactive charts visualise rate decision impact.
Macro DashboardDaily morning brief for your watchlist
Automated 7am NZT email digest covering overnight announcements, insider trades, significant price moves, upcoming dividends, governance changes, and news media mentions across your watched companies. The Earnings Calendar predicts upcoming HY/FY reporting dates so you can prepare for client meetings. Set up keyword alerts to catch "dividend cut" or "going concern" mentions in real time.
Set Up AlertsSave research notes on any company
Analyst Notes let you tag research observations against companies, directors, or sectors. Pin important notes, search across your library, and share with your team on Enterprise. Build custom dashboards with 11 widget types to monitor your workflow.
Analyst WorkspaceCheck litigation and regulatory history
Court litigation database and regulatory enforcement records (133 actions, 21 NZX-linked) help you identify companies with legal exposure before recommending them. Cross-referenced with director failure rates and professional disciplinary records.
Regulatory IntelligenceGenerate board briefing PDFs
Executive-ready board briefing PDFs pulling from 9 parallel data sources. White-label capable for adviser branding. Covers financials, governance, insider activity, dividends, ESG, broker consensus, and macro exposure in one document.
Board Briefing DocsClimate standards gap analysis
Check any NZX company against 23 XRB climate reporting requirements across TCFD pillars. Identify gaps in client holdings before the next reporting season.
Climate Gap AnalysisBroker coverage and analyst consensus
Analyst ratings, target prices, and consensus views for 35 NZX stocks. Yahoo Finance consensus data plus broker research notes. See which stocks your clients hold that analysts are upgrading or downgrading.
Broker CoverageBacktest investment strategies
Test screening strategies against historical NZX data. 40+ fundamental metrics, annual rebalancing, dividend-adjusted total returns. Equal, market-cap, and inverse market-cap weighting. Sharpe ratio, max drawdown, and period-by-period holdings drill-down.
Strategy BacktesterAI deep research on any company
Five-phase AI equity research pipeline drawing from 35+ proprietary data sources. Generates sourced analysis with citations covering financials, governance, risk, ESG, and competitive positioning. Useful for pre-meeting preparation or due diligence deep dives.
Deep ResearchDetect cross-signal patterns
Signal Fusion Engine cross-references insider trades, earnings, governance changes, board turnover, audit flags, capital raises, and sentiment to detect 10 composite signal patterns. Automated daily at 5:30am NZT to surface emerging situations across client holdings.
Signal DetectionVisualise director networks for client due diligence
Interactive people network graph showing how NZX directors are connected through shared board seats. Toggle between company-director and person-to-person views. Identify power clusters, over-boarded directors, and cross-directorship governance concerns. Useful for conflict-of-interest checks.
Director NetworkTrack risk language in NZX filings
Scan NZX announcements for risk keywords — going concern, litigation, impairment, material uncertainty, and more. Track how risk language frequency changes over time by company or sector. Early warning for deteriorating issuer conditions.
Risk Language TrackerCross-reference insider trades with announcement tone
Correlate insider trading activity with announcement sentiment scores. Spot patterns where directors trade ahead of tone shifts, or where buying/selling diverges from the prevailing announcement sentiment.
Insider–Tone CorrelationAdviser Toolkit
Fifteen integrated products covering research, screening, governance, voting, stewardship, ESG, AI analysis, backtesting, broker coverage, climate compliance, daily monitoring, and analyst workspace.
Proxy Advisory & Stewardship
34 governance rules, 8 voting policy presets, portfolio sweep, stewardship reports, custom voting policies via API, PDF export for compliance records.
Free (web) / Enterprise (stewardship)Director Due Diligence
Comprehensive reports: career, fees, trades, voting record, governance. PDF for board packs and client files.
Free (web) / Pro (PDF)Stock Screener & Investment Checks
222 columns, 38 presets including adviser-focused Income Portfolio, DRP Income, Conservative Growth, ESG Compliant, Earnings Quality, Media Buzz, plus Dividend Growers, Low Volatility, Turnaround Candidates, and more. Investment Checks run 16 pass/fail fundamental checks per company for quick due diligence.
Free (basic) / Pro (advanced)AI Research Copilot
100 specialist tools for NZX data. Ask about any company, director, or market trend in plain language.
Free (limited)Market Intelligence
12 signal types, 16 anomaly detection algorithms. Insider clusters, technical breakouts, first-time risk language, governance alerts. Filing Auto-Summaries provide AI-generated plain-English digests on all NZX announcements.
FreePortfolio Governance Monitor
Import client portfolios from Sharesies, Hatch, IBKR, or Sharesight. GRS heatmap, anomaly alerts, P&L tracking, AGM calendar, proxy links, portfolio sweep.
Free (local) / Pro (cloud)ESG & Climate Intelligence
9 reports: NZ Climate Standards compliance, activist targeting, emissions, diversity, safety, TCFD, net zero, KiwiSaver ethical claims.
FreeEmbeddable Widgets
Pre-built price cards, governance badges, sector heatmaps, and data widgets for client portals. Embed NZX data on your website with one line of code. 7 widget types.
Pro (API) / Enterprise (white-label)Watchlist & Email Alerts
Daily 7am morning brief email, keyword alerts every 30 minutes. Track announcements, insider trades, price moves, dividends across your watchlist.
FreeAnalyst Notes & Custom Dashboards
Save research notes on companies, directors, and sectors. Build custom dashboards with 11 widget types. Team sharing on Enterprise.
Pro (notes) / Enterprise (team)Board Briefing PDFs
9 parallel data sources compiled into executive-ready PDF reports. White-label capable with custom branding for adviser firms.
Pro+Climate Gap Analysis
23 XRB climate reporting requirements checked across 4 TCFD pillars. Identify disclosure gaps for client holdings.
FreeBroker Coverage
Analyst ratings, consensus target prices, and research notes for 35 NZX stocks. Track upgrades, downgrades, and coverage changes.
FreeStrategy Backtester
Test investment factors against historical NZX data. 40+ metrics, dividend-adjusted total returns, 3 weighting methods, Sharpe and Sortino ratios.
FreeDeep Research
AI equity research drawing from 35+ proprietary sources. 5-phase analysis with sourced citations covering financials, governance, risk, and ESG.
Pro+Risk Language Tracker
Scan NZX announcements for risk keywords like going concern, litigation, impairment, and material uncertainty. Track trends by company and sector.
FreeWhy Advisers Choose NZXplorer
Compliance-ready reports
PDF exports for proxy voting and director due diligence create auditable documentation for FMA requirements.
Governance due diligence
GRS scores and 34 proxy rules help you assess governance risk before recommending stocks to clients.
Save hours of research
One platform replaces manual NZX announcement searching, spreadsheet analysis, and governance tracking.
Independent and transparent
All scoring methodologies are fully disclosed. No conflicts of interest. Data sourced from NZX filings.
Exclusive to NZXplorer
Free Pro Trial for Licensed FAPs
If you hold a Financial Advice Provider licence, get 30 days of Pro access free -- including PDF exports, advanced screener presets, and cloud portfolio sync. No credit card required.
Product Documentation
In-depth guides for every NZXplorer product
Data sourced from publicly available NZX filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.