Wikinvest Portfolio



    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

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

    "A Broken and Outdated Investment Portfolio App"


    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.


    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.


    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 03, 2015


    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, 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

    Email us at with any feedback!

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 and

    The new portfolio-management tool from 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.

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