The Portfolio Manager from Wikinvest is the first portfolio that tracks all of your investment accounts, all in one place.
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.
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, UBS, USAA, Vanguard, Wachovia, Zecco, and many more.
Don't see your brokerage* in the list? Also, you can still use the Wikinvest Portfolio Manager even if your brokerages aren't supported by setting up your portfolios and watchlists manually.
Once you set up your portfolio, you'll enjoy real-time news and prices streamed live to the application, detailed analytics about your portfolio, and a dashboard that's fully customizable to your investment style**. See how you compare to the markets by tracking your investment performance against the S&P and Dow.
Company Details
- Employees
- 5
- Industry
- Technology, Information And Internet
- Website
- wikinvest.com
- Keywords
- San Francisco.
Wikinvest Questions
Wikinvest's website is wikinvest.com
Wikinvest's LinkedIn profile is https://www.linkedin.com/company/wikinvest
Wikinvest has
5 employees.
View email and phone details for 5
employees at Wikinvest.
Wikinvest's industry is
Technology, Information and Internet
Wikinvest's top competitors are
Bretton Woods Committee,
Deel,
Sigfig,
Trinet Zenefits,
Rippling,
Remote,
Amgen,
Inkling, An Echo360 Solution,
Trinet,
0xppl.
Wikinvest's categories are Technology, Information and Internet
