92 reviews
This app is no longer published



Download size

1 MB

Last updated



Works with

  • Windows Phone 8.1
  • Windows Phone 8
  • Windows Phone 7.5

App requires

  • phone identity
  • owner identity
  • data services
  • web browser component
  • HD720P (720x1280)
  • WVGA (480x800)
  • WXGA (768x1280)
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"The new portfolio-management tool from is already the most advanced of its kind" - Barron's 

Wikinvest Portfolio is the first portfolio tool that tracks all of your investment accounts, all in one place. Set up your accounts on, 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+ U.S. 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 
* Vanguard 
* Wachovia 
* Zecco 
* and many more 

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 Wikinvest Portfolio, email us at
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  • by Thang 10/16/2013
    Perfect app
  • by Rich 8/24/2013
    I really like this. Have my account set up. Live tile shows me how I am doing for the day, and app shows me how I'm doing compared to the markets. No complaints.
  • by User 5/17/2013
    Great app for tracking my funds.
  • by User 5/13/2013
    Good but needs more chart tools
  • by Greg 4/26/2013
    So much potential! Would love to see a windows phone 8 version with more live tile options and better data summary views
  • by Angelo 4/12/2013
    All I need
  • by Jaramaine 4/6/2013
    Synched flawlessly with my TD Ameritrade account. Love everything about this app.
  • by Vikram 3/18/2013
  • by Sachin 3/13/2013
    Bad app, does not sync. **** as Sigfig. Need ability to sync that works. Otherwise some cool features.
  • by J 3/9/2013
    3 Points for ease of setup and good clarity. Could be improved by taking better advantage in increased pixel count in WP8. NEEDS to be improved by adding live-tile tracking of holdings and indices, in addition to overall portfolio perfomance as it does (only on reverse tile) now. A nice clean live tile display of that info would definitely bump it to 5 stars.