Track and analyze your investments anytime, anywhere with the new SigFig Portfolio app for Windows 8 — before SigFig is available on the web!
SigFig Portfolio helps investors invest better. Its the first portfolio that tracks all of your investment accounts, all in one place with custom analytics related to your portfolio.
Import your U.S.-based brokerage account holdings to SigFig so you can see how you’re doing against the markets, what your allocation breakdown is, where your portfolio is centered geographically, major movers in your portfolio, and more.
SigFig’s secure connection (read more about Our Security here: http://www.sigfig.com/security) 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.
Highlights of the app include:
* Link and aggregate multiple brokerage accounts and track your investments
* View interactive charts of your portfolio for dividends, allocation, and risk
* Get at-a-glance or in-depth views on movers
* Compare your performance to major indices
* Read up on the latest company news
* Visualize your asset allocation by class and geography
* Analyze key metrics for risk, return, and dividend yields
You can import holdings from over 60+ brokerages, including:
American Funds, Ameriprise Financial, Ameritrade, BB&T Investment Services, Bear Sterns, Bernstein, Capital One, Charles Schwab, Chase Investment Services, Choice Trade, Citi Wealth Management, Citibank, Citigroup, Cobra Trading, Credit Suisse, D.A. Davidson, Deutsche Bank, ETrade, Edward Jones, Fidelity, Fiduciary Trust, Franklin Templeton, Goldman Sachs, Hewitt Associates, Financial Services, ING, Intuit 401K, Invesco, Ivy Funds, J.P. Morgan, J.P. Morgan Private Banking, Janney Montgomery Scott, Janus, Jefferies and Co., Lightspeed, MB Trading, Mercer 401K, Merrill Edge, Merrill Lynch Direct, Merrill Lynch Online, Metlife, Morgan Keegan & Co., Morgan Stanley ClientServ, Morgan Stanley Smith Barney, Muriel Siebert (myStreetscape), Northern Trust, Oppenheimer & Co., Options House, OptionsXpress, PNC, Pershing, Principal Financial Group, Prudential, RBC Wealth Management, Robert W. Baird & Co., Salmon Smith Barney, Schwab, Scottrade, Sharebuilder (ING), SpeedTrader, T. Rowe Price, TD Ameritrade, TIAA-CREF Brokerage Service, Thinkorswim, TradeMONSTER, UBS, US Bank, USAA, VALIC 401K, Vanguard, Wachovia, Waddell & Reed, Washington Mutual, and Zecco.
Don’t see your brokerage in the list? Let us know, and we’ll be sure to add it as soon as possible. You can reach us at [email protected] for this and any other feedback on the app.
Automatically import your brokerage holdings to SigFig Portfolio and it’ll automatically update each night
Get insights from analytics charts, major movers visualizations, and comparisons to the markets
- Link to: SigFig Portfolio
- Cost: Free
- Category: Finance
- Age Rating: 12+
- Developer: SigFig