Wikinvest Employee Directory

Technology, Information and InternetUnited States2-10 Employees

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.

Sign up for free to view info

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