Apps > Free Apps > Finance


Price: Free

Category: Finance

Updated: Mar 30, 2012

Version: 1.8.4

Size: 2.7 MB

Language: English

Seller: Wikinvest

Rated 4+

Requirements: Compatible with iPhone, iPod touch, and iPad.Requires iOS 3.0 or later


Customer Ratings

Current Version
     

(6 Ratings)

All Versions
     

(726 Ratings)



Wikinvest Portfolio Manager by Wikinvest

Wikinvest Portfolio Manager Screenshots



Description

"The new portfolio-management tool from Wikinvest.com is already the most advanced of its kind" - Barron's

The Portfolio Manager from Wikinvest is the first portfolio tool that tracks all of your investment accounts, all in one place. Set up your 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 brokerage holdings into one view and updates nightly so you never have to enter your trades or holdings in 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
* USAA
* Vanguard
* Wachovia
* Zecco
* and many more

Rotate to compare your performance to major indices with performance and account value charts. Stay up-to-date with the markets each day with real-time quotes and news for your entire portfolio along with top news and quotes from the general markets. Then, research your next investment with company charts, news, community analysis and fundamentals data.

To send feedback on the Wikinvest Portfolio Manager, email us at iphone-support@wikinvest.com.

What's New in Version 1.8.4

- Stability improvements.

Customer Reviews

0% change... (1 star)
I with this app actually worked, it looks great. No matter what happens to my portfolio though it says there has been 0.00% change. A friend of mine notified the developer and was told there would be a fix; that was many months ago and it's still showing 0.00%. I would rate 5 stars is this was working.

Great but not really optimized for iPad (4 stars)
I have been using this app for about 4 years from blackberry, iPhone and not to iPad. So far it has served me really well by giving very easy to read, quick and basic info on how I am doing and what's going on in the market. Really great for beginners and daily traders alike. The only problem I have with this version is that it really isn't optimized for iPad, you can tell it was really built for the iPhone and then just built off of that. T

Needs bugs fixed. (3 stars)
Loved it until recently. Doesn't update quotes and is buggy. I'm looking for a new app.

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