Track all your investment accounts in real-time, all in one place
The Portfolio Manager from Wikinvest 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.
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? Let us know, and we'll be sure to add it as soon as possible. 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.
To send feedback on the Wikinvest Portfolio Manager, email us at email@example.com and let us know that you're using the Chrome app!
#### Security ####
* Our servers are protected by 24/7 on-site security
* We use 256-bit SSL encryption 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, and TRUSTe
* If you have additional questions about our security, please visit http://www.wikinvest.com/site/About_Wikinvest_Security or contact us at firstname.lastname@example.org
#### Press ####
"The new portfolio-management tool from Wikinvest.com is already the most advanced of its kind" - Barron's
"The world of portfolio tracking got much simpler with the introduction of a new investment tracking tool from Wikinvest. The free service allows users to import information directly from existing brokerage and investment accounts, synchronizes the data, and then presents real-time information about the combined portfolio's performance." -- PC World
"It’s the moment all you finance and stock market junkies have all been waiting for: real-time, streaming, all-inclusive tracking of your portfolio drawn from whichever combination of popular brokerages you use." -- Wire
"If you’re an active investor, the odds are you can already track your stocks by logging onto the websites of your various brokerages. But Wikinvest does for your investments what Mint.com does for bank accounts — it makes them easier to manage by showing you the data from all of those accounts in on place. Users can group their investments by market capitalization or industry, customize the data they see by designing their own dashboards, and view real returns that factor in things like interest and fees." -- VentureBeat
* Brokerage import is limited to U.S. brokerages that support OFX at this time. More brokerages will be added in the coming months. Stay tuned!
**Options and fixed income products can be imported, but historical prices are not supported at this time.