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Wikinvest Portfolio HD

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    Wikinvest Portfolio HD's review

    Published: 2015-07-10, by .

    Tons of bugs and a lack of customer support render this otherwise great investment portfolio app all but useless

    4.6
    • UI easy to use
    • Strong analytical tools
    • Won't remember account information
    • No developer support

    "A Broken and Outdated Investment Portfolio App"

    THE VERDICT

    Wikinvest Portfolio, developed by SigFig is a portfolio research app available for Android. Just install the app, register for a free Wikinvest account, import your stock information and mutual holdings, and track and analyze your investments anytime. Wikinvest Portfolio allows you to link multiple accounts from top name brokerages including Fidelity, Charles Schwab, TD Ameritrade, and others. The app also gives you information on U.S. and international markets including currency updates as well as top news.

    THE PROS

    Wikinvest Portfolio’s user interface is simple to use, making it easy to import all of your account as well as track the latest news. The app’s analytical tools make it one of the best in the market today. It’s also free to register for an account.

    THE CONS

    Wikinvest doesn’t remember your account information, forcing you to login each you use the app and rendering the widget useless. It’s also full of bugs, with no support from the developer.

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    Daniel Adrian Sanchez

    by Daniel Adrian Sanchez

    Jul 10, 2015

    Description

    Track and analyze your investments anytime, anywhere with the new Wikinvest tablet app.

    Wikinvest Portfolio HD 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 your U.S.-based brokerage 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 on your Honeycomb tablet 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 Fidelity, ETrade, Scottrade, TD Ameritrade, Charles Schwab, Merrill Lynch, Sharebuilder, Vanguard, T. Rowe Price, Zecco, USAA, Edward Jones, and more.

    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 androidtablet-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 and our Privacy Policy http://www.wikinvest.com/site/Privacy_Policy

    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.

    Users review

    from 229 reviews

    "Good"

    6.8