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.
| Website | https://www.wikinvest.com |
| Revenue | $15 million |
| Funding | $44 million |
| Employees | 4 (3 on RocketReach) |
| Founded | 2006 |
| Address | 1085 Mission St, San Francisco, California 94103, US |
| Phone | (415) 558-9611 |
| Technologies |
JavaScript
,
HTML
,
PHP
+18 more
(view full list)
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| Industry | Technology, Information and Internet, Search Engines & Internet Portals, Media & Internet |
| Competitors | Google, Yahoo, Bloomberg, Zacks Investment Research, Morningstar, CNBC, The Motley Fool, Seeking Alpha, Investopedia, MarketWatch +48 more (view full list) |
| SIC | SIC Code 737 Companies, SIC Code 73 Companies, SIC Code 7375 Companies |
| NAICS | NAICS Code 517110 Companies, NAICS Code 51 Companies, NAICS Code 51711 Companies, NAICS Code 517 Companies, NAICS Code 5171 Companies |
Looking for a particular Wikinvest employee's phone or email?
The Wikinvest annual revenue was $15 million in 2026.
3 people are employed at Wikinvest.
Wikinvest is based in San Francisco, California.
The NAICS codes for Wikinvest are [517110, 51, 51711, 517, 5171].
The SIC codes for Wikinvest are [737, 73, 7375].