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Wikinvest Portfolio HD

By SigFig

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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

iPad Screenshot 1
iPad Screenshot 2
iPad Screenshot 3
iPad Screenshot 4
iPad Screenshot 5

Customer Reviews

Cannot log in

Oct. 18 update: I cannot log in anymore. I keep getting a failed login message and the password retrieve procedure does not work, either.
So, either Wikinvest is down or somebody is hacking into their account database.

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.

July 9, 2012 update:
It is still impossible to edit the positions from within the app, foreign markets are not available and the analytics have barely improved...
I am giving up on it until a major upgrade/improvement solves all those issues.

The best investing app out there!!

This is the only app I have found that links your existing portfolio securely to its network and tracks the performance on a daily basis.

There is a slight delay to real time numbers.I love using this app because it helps me monitor my portfolio even when I'm at work. It removes the hassle of logging into my brokerage account and using there clunky mobile app just to check the market.

Great app...when it works

This app is great...when it works. It used to occasionally not give the daily change for the accounts when refreshed (they all show 0 for daily change). Now it doesn't work more than it does, extremely frustrating. I have accounts from 3 different brokers and when it works, it works for all of them, every time. When it doesn't work, it doesn't work for any of them, every time, so it doesn't appear to be a broker problem.

Wikinvest Portfolio HD
View In iTunes
  • Free
  • Category: Finance
  • Updated:
  • Version: 1.0.4
  • Size: 1.3 MB
  • Language: English
  • Seller:

Compatibility: Requires iOS 3.2 or later. Compatible with iPad.

Customer Ratings

Current Version:
All Versions: