Wikinvest’s Portfolio Aggregator Worth a Look

By Joshua Schroeder
If you are like me then over time you probably have accumulated various investment accounts with different brokers.  For example, I have an IRA that rolled over from a 401k with Fidelity, a couple of IRA Roth accounts, a 529 college account and a normal brokerage account with TD Ameritrade as well as a self-directed brokerage account with Merrill Lynch.   Needless to say it is difficult to get a real time picture of how my overall combined portfolio is performing.  This is where Wikinvest´s new portfolio aggregator comes in.

After signing up for the free service with a just an email address and a password, you select the brokerages where you have accounts and Wikinvest consolidates your portfolios into a simple easy to follow dashboard.  You can even track your performance over time against major benchmarks such as the S&P 500 and the DJIA.  In the portfolio breakdown section of the analytics section you can see a high level breakdown of cash flows including realized gains, deposits, dividends, interest and fees.

Admittedly, I have not had a lot of time to dig into the nuts and bolts of everything the software has to offer, but I did find the portfolio consolidation, real time analytics and performance features worth the minimal amount of time required to sign up.  Lastly, I see that they have an Ipad app available so I will be downloading that shortly for when I am on the move.


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