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 […]
Yearly Archives: 2007
47 posts
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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!
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 […]
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 […]
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:
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. […]