Wikinvest Portfolio HD
By Wikinvest
Open iTunes to buy and download apps.
Description
Track and analyze your investments anytime, anywhere with the new Wikinvest iPad app.
Wikinvest Portfolio for iPad is the first portfolio that tracks all of your investment accounts, all in one place. Set up your investment and finance accounts on Wikinvest.com, or add them directly from the application so you can follow all of your investments wherever you go.
Wikinvest's secure connection automatically imports your stock, ETF, and mutual fund holdings into one view and updates nightly so you never have to enter your trades or holdings into a portfolio management tool again.
Highlights of the app include:
* Link and aggregate multiple brokerage accounts and track your investments on the go
* View interactive charts of your portfolio
* Get at-a-glance or in-depth views on movers
* Compare your performance to major indices
* Read up on the latest company news
* Dive into company analyses directly from the Wikinvest trove of content
* Get partial valuation, income and balance sheet financials
* Visualize your asset allocation by class and geography
* Analyze key metrics for risk, return, and dividend yields
You can import holdings from over 60+ brokerages, including:
American Funds, Ameriprise Financial, Ameritrade, BB&T Investment Services, Bear Sterns, Bernstein, Capital One, Charles Schwab, Chase Investment Services, Choice Trade, Citi Wealth Management, Citibank, Citigroup, Cobra Trading, Credit Suisse, D.A. Davidson, Deutsche Bank, ETrade, Edward Jones, Fidelity, Fiduciary Trust, Franklin Templeton, Goldman Sachs, Hewitt Associates, Financial Services, ING, Intuit 401K, Invesco, Ivy Funds, J.P. Morgan, J.P. Morgan Private Banking, Janney Montgomery Scott, Janus, Jefferies and Co., Lightspeed, MB Trading, Mercer 401K, Merrill Edge, Merrill Lynch Direct, Merrill Lynch Online, Metlife, Morgan Keegan & Co., Morgan Stanley ClientServ, Morgan Stanley Smith Barney, Muriel Siebert (myStreetscape), Northern Trust, Oppenheimer & Co., Options House, OptionsXpress, PNC, Pershing, Principal Financial Group, Prudential, RBC Wealth Management, Robert W. Baird & Co., Salmon Smith Barney, Schwab, Scottrade, Sharebuilder (ING), SpeedTrader, T. Rowe Price, TD Ameritrade, TIAA-CREF Brokerage Service, Thinkorswim, TradeMONSTER, UBS, US Bank, USAA, VALIC 401K, Vanguard, Wachovia, Waddell & Reed, Washington Mutual, and Zecco.
Don't see your brokerage* in the list? Let us know, and we'll be sure to add it as soon as possible. You can still use the Wikinvest Portfolio with watchlists and manually created portfolios from Wikinvest.com.
To send feedback on the Wikinvest Portfolio, email us at ipad-support@wikinvest.com!
Security
Our servers are protected by 24/7 on-site security
. We use 256-bit SSL encryption (bank-level) for all of our data and none of your data is personally identifiable. Our portfolio tracker is read-only, you cannot make trades from our platform. We have been reviewed by Verisign, McAfee, TRUSTe. See also http://www.wikinvest.com/site/About_Wikinvest_Security.
Press
The new portfolio-management tool from Wikinvest.com is already the most advanced of its kind" - Barron's
Other mentions by TechCrunch, Wired, VentureBeat, and more.
What's New in Version 1.0.4
- Stability improvements.
iPad Screenshots
Customer Reviews
More info
Need more columns. It shows only totals of holdings or changes, will be helpful to customize columns like full website.
Also add passcode support to this app.
One of the best
Love the iPad app, great that it syncs portfolios automatically, decent research abilities, love the newer (beta) analytics. If the bugs in the beta analytics can be worked out and greater analysis provided for individual stocks - would easily be 5 stars. Keep up the good work.
Needs work
Let me start by saying that I love the concept behind this app.
I would like to see a few changes that would make it perfect:
It is impossible to track stocks listed on foreign exchanges, that is a must;
It is awesome to have a snapshot of the key metrics of one's portfolio, like it's Beta, average PE or average yield, except that those figures are completely wrong (probably the reason why the analytics are a beta version).
I have been using the Bloomberg app for over a year and would have probably switched to Wikinvest for the portfolio analytics feature, but as it stands this app is not yet 100% ready for prime time.
I will keep watching because it could be huge.
- Free
- Category: Finance
- Updated: Mar 30, 2012
- Version: 1.0.4
- Size: 1.3 MB
- Language: English
- Seller: Wikinvest
- Wikinvest © 2006, 2007, 2008, 2009, 2010
Requirements: Compatible with iPad.Requires iOS 3.2 or later
