If you have multiple brokerages, the most frustrating part is that you don’t have a consolidated view of all your holdings. Of course you could use a service like Yahoo Finance or Google’s portfolio, but then you have to manually enter everything. No free service exists that can pull information from other brokers and present a unified view. Until now.
Enter Wikinvest Portfolio. Wikinvest aims to be what Mint is for banks. Sure Mint can pull data from brokerages, but the focus is on finance not portfolio management. That’s the void Wikinvest aims to fill.
Having 5 different brokerage accounts, I was super excited about this and signed up! Added my WellsTrade account, waited while it started sync’ing information from WellsTrade and waited…and waited…! After about 20 minutes, I realized it is probably doing nothing! Tried various browsers, same result. Bummer!
To be fair, this is a new service, issues like this are to be expected. So I’ll wait till the kinks are ironed out.
Have you tried Wikinvest Portfolio? How was your experience?