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Wikinvest Portfolio Manager

  • Category: Finance
  • Released date: 08/25/2010
  • Current Version: 1.7.10
  • Seller: Wikinvest
  • Recommended Age: 4+
  • Download Size: 2898059
  • Last Update: 07/22/2011
  • Requirements: All

iPhone Screenshots

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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 [email protected]

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