We are working hard to add new brokers for automatic import, and are delighted that four new brokers have just gone live on the site. On registration you can now select these in the drop down list, to have your account on Covestor update automatically. The four are: Merrill Lynch […]
This week’s Wall Street Transcript interview is with RIA and Covestor member Sean Hannon. Sean runs an Investment advisory firm, Epic LLC, and has 10 years financial services experience working for Goldman Sachs and JPMorgan. EPIC pursues four main investment strategies, Merger Arbitrage, Asset Allocation, Market Timing and Volatility. Sean […]
Over the coming weeks we will be announcing a number of partnerships which will both enhance the offering on the site but also raise the profile of our members across the web. The first of these is with leading Investment Club software provider Bivio.com Bivio is a powerful web-delivered application […]
This weeks interview is with Covestor member Don Bartell. Don has been investing for over 35 years and is now actively managing his portfolio with a view to his retirement. A former commodities broker, and a great character, Don uses detailed statistical analysis to make investment decisions. In his interview […]
Today we have put live new Flash driven charts, which you will see on all member’s fact sheets. As well as being faster than the old charts – the new ones allow users to select the time period they are interested in, and to view the actual data points as […]
This weeks Wall Street Transcript interview is with Covestor member Eric Wolff. Eric is a young investor who runs a family office and was cited in our recent BusinessWeek coverage. Eric is the author of popular stock blog Research Intensive Investing and is an active member of both Value Investors […]
We are delighted to announce that starting today we are publishing a weekly series of in depth member interviews, in partnership with the Wall Street Transcript. The Wall Street Transcript typically interview professional money managers and CEOs – this is the first time they are covering self-directed investors. The series […]
We recently met with Journalist Robin Raskin, whose daughter has been working on a project that we thought might be of interest to our members. We don’t recommend, or have a view on your investments at Covestor, but this seemed worthy of highlight. MicroPlace allows you to lend money to […]
One of our developers has created a great MacOS X widget that you can use to keep an eye on your live feed, using the new Covestor data export API. Check it out on his blog – and download the widget directly from there. Let us know of other applications […]
Today we activated the rankings tab to allow our members to benchmark their own performance, and to help users find other members that match their investment goals. We already have significantly more portfolio managers on Covestor than work for any professional firm, and so this feature will help you to […]
As you may have seen in your account already, or read online, we have added a great new feature to help members take greater control of their portfolio data. You can now export your performance, holding and trade data in RSS, XML and CSV formats. We know many of you […]
After a fair amount of debate, we have decided to tweak our performance calculation formulae for single stock performance, to account for short-long crossovers. At Covestor we bring institutional grade measurement to individual’s portfolios, which includes calculation of each members performance by stock and sector. For those interested in the […]