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Overview | Recent

Using the Wikinvest Portfolio (9) »

  • How do I create a manual portfolio?
  • My brokerage isn't supported. What can I do?
  • How do I add or edit the cost basis to my holdings?

Portfolio Syncing and Importing Issues (18) »

  • Why did my brokerage account not import or sync correctly?
  • Why is my UBS account not working?
  • How do I add a Sharebuilder account?

Administrative and Security Questions (11) »

  • How do I stop receiving emails about my portfolio? How do I unsubscribe?
  • How do I delete a brokerage account that I've imported?
  • How do I completely delete my account?

Data Quality Issues (15) »

  • Why is the cost basis not showing up?
  • Why does the cost basis for some of my holdings display as NA?
  • Why does the account total not display a gain or loss?

International Currency and Exchanges (12) »

  • I'm an international user and I've encountered some issues. How do I make your service work for me?
  • How do I add international stocks to my portfolio?
  • Can I have my portfolio in another currency?

Does Wikinvest Have This? (22) »

  • Can you add TD Waterhouse?
  • Can you add Prudential Financial Investor Annunities?
  • Can you add Stifel Nicolaus?

Feature Requests (15) »

  • Additional Benchmarks - Different Asset Classes and Risk Levels
  • Connect to Google Finance
  • Pie/donut chart of portfolio

Community Help (1) »

  • Weekly Portfolio "Analytics" colors
 
 

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