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Wikinvest Portfolio

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    Wikinvest Portfolio's review

    Published: 2015-07-03, 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    "A Broken and Outdated Investment Portfolio App"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.

    Tags: wikinvest , wikiinvest , wikinvest widget , wikinvest review , wikinvest 2013 , wikinvest portfolio , wiki invest direct , wikinvest app for xoom , wikinvest contact

    Daniel Adrian Sanchez

    by Daniel Adrian Sanchez

    Jul 03, 2015

    Description

    Wikinvest Portfolio for Android 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 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 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
    * Compare your performance to major indices
    * Get a quick glance at today’s change in your portfolio and individual holdings
    * Explore news and charts related to your portfolio
    * Dive into company analyses delivered directly from Wikinvest’s 3,000+ articles
    * Get partial valuation, balance sheet, and income financials

    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.

    Email us at android-support@wikinvest.com with any feedback!

    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. We have been reviewed by Verisign, McAfee, TRUSTe. See also http://www.wikinvest.com/site/About_Wikinvest_Security and 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.

    * Brokerage import is limited to U.S. brokerages that support OFX at this time.
    
**Options and fixed income products can be imported, but historical prices are not supported.

    Explore more

    Users review

    from 980 reviews

    "Great"

    7.2

    Users comments for Wikinvest Portfolio

    David Kriss

    by David Kriss

    Aug 31, 2016  |  "Good"

    Overall it works well but they need to fix the "remember me" feature. I have to enter my login info every time. I've been using this app for years and that has never worked.

    Dan Lindstrom

    by Dan Lindstrom

    Jul 13, 2016  |  "Poor"

    I used to like this app, but now when I ask for current markets data, the date/time shows up, but the screen is blank. Also hate that I have to enter my username & password every time.

    akaCarioca ..

    by akaCarioca ..

    Jan 29, 2016  |  "Great"

    I have used the app for over a year and worked fine, however, now when I try to login , I get the message "An error occurred while processing your request. Please try again". I am with Verizon and my phone is the Samsung Edge6. Have already removed and reinstalled the app, rebooted and still having the same issue.

    Zane Prescott

    by Zane Prescott

    Jan 14, 2016  |  "Poor"

    Since updating my phone I can't login.

    Homer Workman

    by Homer Workman

    Dec 29, 2015  |  "Poor"

    App work for a couple months and then quit working all together save your time and do not download this app

    Searle Stuppel

    by Searle Stuppel

    Dec 25, 2015  |  "Poor"

    Can't login anymore thru app. Website works fine.