SigFig Wealth Management for iPhone
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Find simple ways to improve your portfolio with a free analysis, or get a low-cost, automated portfolio that’s tailored to your goals.
See why 800,000 Americans trust SigFig’s advice to track and manage $400 billion:
“The data-driven financial planner of your dreams.” - TechCrunch
“The most advanced portfolio manager online.” - BARRON's
“A new threat to the financial industry’s status quo.” - The Street
• Get a free portfolio analysis & investment tracking
SigFig pulls your investment accounts into a single dashboard and analyzes the entire portfolio to create a personalized investment strategy. Uncover hidden fees and issues related to your portfolio’s volatility, stock/bond split, geographic diversification, cash drag and single stock concentration.
• Optimize your returns
Get 24/7 portfolio monitoring, tax-efficient investment strategies, dividend reinvestment and automatic rebalancing — all for a quarter of the cost of a traditional financial advisor.
• Keep more of your money
Pay only a simple fee of 0.25% per year, with no trading fees*. Sign up and get your first $10,000 managed for free.
• Achieve your financial goals
Develop a personalized financial plan with the help of an expert financial advisor. Our investment team has decades of experience successfully managing billions of dollars.
• Enjoy peace of mind
We support leading brokerages such as Fidelity, Schwab, and TD Ameritrade so you don’t have to move your money anywhere. You can rest easy knowing your financial information is encrypted and protected by the same level of security your bank uses.
* Liquidation of existing securities positions may incur trading fees
** Brokerages we sync with: Fidelity, Scottrade, Etrade, Schwab, TD Ameritrade, Vanguard, Sharebuilder, Merrill Lynch, T. Rowe Price, USAA, Wells Fargo, Edward Jones, Morgan Stanley and many more.
What's New in Version 5.2.0
• Tax Loss Harvesting
• Tax aware allocations
• New financial advisor screen
• Improved deposit experience
• Various bug fixes
Best financial app
I have been using SigFig for a few years now and still use the USA Today version as well to the point that I hardly use Quicken. There are several ways of consolidating financial assets for free either online or by software. Sigfig is by far the best. It gives you a snapshot of your assets with a touch of your finger. My favorite feature is it allows you to compare your results with market indices although comparisons are limited in time. For those needing or wanting more help or support, there are financial advisors willing and able to help. It would also be great if the app can support more than one portfolio.
I've used the app for a couple years and I think it's great for monitoring your investments. It compiles are your info and keeps track of how your investments are doing. My favorite aspect is that it specifies how much you've spent on each investment and how much your investments are worth along with the percentage increase or decrease. It even provides charts to be able to see how your doing. For a free app, it can't be beat.
Excellent app for viewing all your investments in on quick whew. Updates on its own,so you can always measure your daily results.
Great info on market situations. Evaluations of your portfolio and recommended changes for improvement.
I do not use sigfig for investment although I do use them to track my portfolio. Easy and secure.