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Wikinvest Portfolio Manager

By SigFig

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"The new portfolio-management tool from is already the most advanced of its kind" - Barron's

The Portfolio Manager from Wikinvest is the first portfolio tool that tracks all of your investment accounts, all in one place. Set up your accounts on, 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 brokerage holdings into one view and updates nightly so you never have to enter your trades or holdings in a portfolio management tool again. You can currently import holdings from over 60+ brokerages, including:

* Ameriprise Financial
* Edward jones
* Etrade
* Fidelity
* Franklin Templeton
* Hewitt
* Janus
* Merrill Lynch
* Morgan Stanley Smith Barney
* OptionsXpress
* Prudential
* Salomon Smith Barney
* Scottrade
* Sharebuilder
* Schwab
* TD Ameritrade
* Thinkorswim
* T. Rowe Price
* Vanguard
* Wachovia
* Zecco
* and many more

Rotate to compare your performance to major indices with performance and account value charts. Stay up-to-date with the markets each day with real-time quotes and news for your entire portfolio along with top news and quotes from the general markets. Then, research your next investment with company charts, news, community analysis and fundamentals data.

To send feedback on the Wikinvest Portfolio Manager, email us at

What's New in Version 1.8.4

- Stability improvements.

iPhone Screenshot

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Customer Reviews

Great but not really optimized for iPad

I have been using this app for about 4 years from blackberry, iPhone and not to iPad. So far it has served me really well by giving very easy to read, quick and basic info on how I am doing and what's going on in the market. Really great for beginners and daily traders alike. The only problem I have with this version is that it really isn't optimized for iPad, you can tell it was really built for the iPhone and then just built off of that. The charts are clear on the iPhone but pixelated on the iPad, the retina display and screen real estate isn't taken advantage of like it should be.

Great app overall just not as good looking as it could be.

iphone 5 neglected, what else?

I do not trust that Wikinvest is a secure site anymore, at almost a year after the release of the iphone 5, there has still not been an update to the iphone app to fit the larger screen. This to me displays neglect. If a service is offered, it should be kept up-to-date. More importantly however, if a small thing like a smartphone app is being neglected, what other components of the service could be getting neglected, security? While this is unlikely, I cannot in good faith continue to use the service.

It's great but severely lacking

Great for just a basic glance at portfolio performance at the end of day ... but nothing more.

Clumsy and slow to drill into any one stock. No way to see portfolio performance graphs like on web. Trim it down, make it snappy. No way to really see anything beyond present day status. Clumsy to view anything other than your portfolio. No way to sort or see more than current price and change at a glance.

Definitely still need to use Yahoo app to supplement.

Wikinvest Portfolio Manager
View In iTunes
  • Free
  • Category: Finance
  • Updated: Mar 30, 2012
  • Version: 1.8.4
  • Size: 2.8 MB
  • Language: English
  • Seller: Nvest, Inc.

Compatibility: Requires iOS 3.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

Current Version:
All Versions: