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Chicago Radio Appearance 08.04: Tune In

This Saturday afternoon, 08/04, Covestor CEO Rikki Tahta will be appearing on Chicago’s WGN Radio show – The Money Show with Bill Moller: Rikki will be on air at 1.30pm Central Time. Call in with questions or just listen to the show live over the internet by clicking on listen […]

Archive

Chicago Radio Appearance 08.04: Tune In

by Interactive Advisors
Published August 1, 2007
Underperforming Funds: Spot the Dog

The London Times this weekend highlighted a great report by Bestinvest, the Indepedent Financial Advisor, on the huge growth in the amount of money sitting in underperforming funds: "The number of poor-performing, or “dog”, investment funds has nearly doubled in the past 18 months, according to a new study. Bestinvest, […]

Outlook

Underperforming Funds: Spot the Dog

by Interactive Advisors
Published July 23, 2007
Minor Site Updates: Member Suggested

We have made a few changes to the site recently, some of which you may have already noticed, in response to feedback from members. Please keep this coming as there have been some great ideas, and our updates will continue to be led by your suggestions. Recent changes include: Sortable […]

Archive

Minor Site Updates: Member Suggested

by Interactive Advisors
Published July 17, 2007
TradeStation Enabled For Automatic Import

From today anyone with a TradeStation account can sign up to Covestor using the ‘Automatic Data Import’ feature to create a view only data link. All trades and holdings will be automatically reported on execution from TradeStation, to build a verified investment record. We will shortly be adding Zecco and […]

Archive

TradeStation Enabled For Automatic Import

by Interactive Advisors
Published July 13, 2007
TYC – A Nightmare For Return Calculations

The Tyco restructuring caused momentary chaos as our performance engine faced for the first time a simultaneous reverse split and double spin-offs.  Those early Covestor members holding Tyco would have faced wildly differing return calculations on July 2nd.  Eventually by the close of the following day the analytics teams had […]

Archive

TYC – A Nightmare For Return Calculations

by Interactive Advisors
Published July 11, 2007
Should We Include Cash?

One of the debates currently at Covestor is whether we should include the ‘cash’ position of a member’s portfolio as part of their investment record. A number of users have asked us to include this as a better reflection of their overall investment decisions. We decided not to incorporate the […]

Archive

Should We Include Cash?

by Interactive Advisors
Published July 10, 2007
Stock Bloggers Embrace Covestor

A great article ran last night on Reuters, which was then picked up by The Boston Globe among others announcing our partnership with Seeking Alpha and highlighting the rapid uptake of Covestor among the stock blogging community. Many blogs are already displaying Covestor widgets on their pages and promoting the […]

Archive

Stock Bloggers Embrace Covestor

by Interactive Advisors
Published July 3, 2007
Covestor on Wallstrip

Today our CEO Rikki Tahta makes an appearance on the fantastic daily video show Wallstrip. We are big fans of Lindsays’ so great to see Rikki on there. It is also his birthday today so VERY HAPPY BIRTHDAY ‘Rikki Rikki Tahta’ from everyone here at Covestor!

Archive

Covestor on Wallstrip

by Interactive Advisors
Published June 29, 2007
Feature Update: Charting vs. Pros

Another great piece of functionality well worth checking out, the comparative charting feature has been further updated to allow you to compare you own performance – or that of any member you are viewing to one of the 50 largest professional funds! See how you compare over time, and ultimately […]

Archive

Feature Update: Charting vs. Pros

by Interactive Advisors
Published June 26, 2007
New Feature: Comparative Charting

Today we put live a new feature allowing members to play with charts to view performance against a range of comparisons. Rather than just comparing a members performance vs their chosen benchmark you can now use a drop down to compare their performance to any benchmark, to yourself or to […]

Archive

New Feature: Comparative Charting

by Interactive Advisors
Published June 19, 2007
Covestor Co-Founder talks to WJR

Covestor Co-Founder and COO, Simon Veingard spoke this last weekend with WJR Radio Internet Advisor hosts Gary Baker and Foster Braun. You can listen here: 

Archive

Covestor Co-Founder talks to WJR

by Interactive Advisors
Published June 18, 2007
How the Rich Invest

There was an excellent post yesterday in the Wall Street Journal Online on How the Rich Invest. The summary was:  the rich don’t invest in ETFs and Mutual Funds – but allocate more to actively managed opportunities like Hedge funds that are out of the reach of the less rich.  […]

Outlook

How the Rich Invest

by Interactive Advisors
Published June 13, 2007

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