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Wikinvest
See your portfolio in a whole new light
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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.

Capabilities
  • Desktop Display
    • Brand Integrations
      Yes No
    • Sponsored Posts
      Yes No
    • Native Ads
      Yes No
    • High-Impact (Takeovers, Billboards, Overlays, Sliders, Skins)
      Yes No
    • Rich Media (Expandable & Non-Expandable)
      Yes No
  • Mobile Display
    • Mobile Rich Media (Including Interstitials & Expandables)
      Yes No
    • Tablet Traffic
      Yes No
    • Native & Custom Mobile Executions
      Yes No
    • Requires SDK Integration
      Yes No
  • Social
  • Email
  • Desktop Display, Mobile Display, Social, Email
  • CPM
  • Web Publisher
  • Headline:
    See your portfolio in a whole new light
  • Self / Managed Service:
    Managed Service
  • Industries
    Financial Services
  • Key Differentiator
    Launched in 2007, Wikinvest is reinventing the traditional finance portal by highlighting the meaning and relevance of financial news and data. Today's self-directed investors take advantage of the powerful tools available online to make their own choices, rather than calling their broker for a stock pick. Our users look at a wide range of information sources; they use interactive tools to track their own and others' performance; and they read, write, and collaborate with other investors online.
Site Traffic
  • 5047137 Global Rank
  • 1822612
    United States
  • 345 K Estimated Visits
Traffic Sources
  • Direct
    85.78%
  • Search
    14.22%
  • Display
    0.00%
  • Mail
    0.00%
  • Referrals
    0.00%
  • Social
    0.00%
Powered by
Alexa Traffic Data
Global Rank 156,507
5,565,246
Links In Count 2,442
495
United States Rank 92,124
597
United States Page Views 52.8%
1.5%
Top Countries
Top Sites Linking In
Top Search Keywords
  • Address and Phone Numbers
  • Yellow Pages
Mobile App Data
MixRank is the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn more.
  • 0 SDKs
  • 206 Total reviews
  • App Url: https://itunes.apple.com/app/wikinvest-1/id384583497
  • App Support: http://support.wikinvest.com/home
  • Genre: Finance
  • Bundle ID: com.wikinvest.Wikinvest
  • App Size: 2.8 M
  • Version: 1.8.4
  • Release Date: August 4th, 2010
  • Update Date: March 30th, 2012

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.

Sort by

Jessi H

May 15, 2015

Watchlist no longer works

I used to LOVE this app, but as far a few months ago, the Watchlist stopped working. I deleted the app and reinstalled it. I connected my broker accounts, but when I go to add something to my watch list, it says that it failed. At that rate, I have no use for the app.

SgtDave

Sep 19, 2014

Used to be good

This app used to be good, but it's still sized for iPhone 4 and the connection to my bank has been broken for weeks with no fix. Not going to use it anymore.

Bbigh329

Aug 23, 2014

Horrible!!

No market info, then last month my portfolio stopped working! This apps developers haven't updated in two years! TWO! Since 2012! I've had this app too long! It's time to delete it and find a better app, by developers who actually care!

PressureDoc

Jul 16, 2014

Please Update

Have been using this for years and loved it. There have been no updates and now other funds don't download correctly. No response to update requests.

SOLowe

Jul 14, 2014

Handy. But what happened to Markets page?

Markets page in the iPhone app no longer works. It has been missing now for some time. The Portfolio page is still helpful.

MikeyInLA

Jun 20, 2014

Markets page is dead. Is anyone there?

I check this daily...but it's become useless for the markets, since that page is dead. Is anyone ever gonna fix it? Is anyone listening? Hello...?
Show More
Wikinvest advertising reaches 345k visitors across desktop and mobile web, in countries such as . Pricing models they offer are CPM on channels such as Display, Mobile, Social, Email Advertising on Wikinvest will allow you to reach consumers in industries or verticals such as Financial Services.

They are headquartered at San Francisco, CA, United States, and have advertising & marketing contacts listed on Kochava.

Wikinvest works with Advertising technology companies such as DoubleClick.Net, AppNexus, Google Adsense, AdRoll, Twitter Ads, Yahoo Small Business, AppNexus Segment Pixel, IponWeb BidSwitch.
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Last Updated 1/6/25
Wikinvest advertising reaches 345k visitors across desktop and mobile web, in countries such as . Pricing models they offer are CPM on channels such as Display, Mobile, Social, Email Advertising on Wikinvest will allow you to reach consumers in industries or verticals such as Financial Services.

They are headquartered at San Francisco, CA, United States, and have advertising & marketing contacts listed on Kochava.

Wikinvest works with Advertising technology companies such as DoubleClick.Net, AppNexus, Google Adsense, AdRoll, Twitter Ads, Yahoo Small Business, AppNexus Segment Pixel, IponWeb BidSwitch.