Weekly Member Interview: Ward Kadel

Covestor News //

This weeks interview is with Covestor member Ward Kadel, aka drxeno. Ward works as a Senior Research Analyst at Genentech, Inc. where he develops pharmacodynamic assays for oncology drugs that are about to enter, or are in, early clinical trials. Ward holds a mixture of

Regular Post: Useful Tools For Investors

Outlook //

Here at Covestor we are frequently being approached by companies who have valuable offerings for self-directed investors. As such we thought we would start a series of blog posts highlighting these. We are not able to partner with all of these organizations and so hopefully

Understanding Portfolio Returns

Covestor News //

We have recently been asked by a couple of members to clarify the individual stock return calculations, as these did not reflect the single stock returns they were seeing in their online broker accounts. We thought we would therefore take the opportunity to clarify how

Weekly Member Interview: Howard Barr

Covestor News //

This week’s Wall Street Transcript interview is with Covestor member Howard Barr, aka habarr. Howard currently works in IT but may shortly be switching to a career in Finance. He has a mixed strategy incorporating both short-term positions and some longer-term holdings. Typically when shooting

Covestor Partners: Wall Street Webcasting

Covestor News //

One of our closest partners at Covestor is Wall Street Webcasting (WSW). WSW is the leader in Institutional Webcasting, serving over 50 major investment banks, as well as developing and running a range of online shows from their studios in New York. Wall Street Media,

Weekly Member Interview: Timothy Sykes

Covestor News //

This weeks interview is with colorful Covestor member Tim Sykes. Many of you will know Tim’s story already, turning his $12k Barmitvah money into $1.65 million while still a student at Tulane University before founding his hedge fund, Cilantro Fund Management, LLC in 2003. He

New Feature: Stock Blog

Covestor News //

We have overhauled the commentary on Covestor, to allow you to keep track better of all of your investment decisions in a single blog. You no longer need to go into each holding, watchlist item or your market report to share your rationales. Instead posts

Members In The Press

Covestor News //

Following our post last week looking for members happy to talk to journalists about the current markets, it was great to see two of our finest in yesterday’s Forbes article ‘Plan for Long Haul but Tweak Holdings’, through the Associated Press. The two members quoted

Weekly Member Interview: Peter Kurata

Covestor News //

This weeks Wall Street Transcript Interview is with Covestor member Peter Kurata, aka IBD Investor. Peter is a former Microsoft Manager and now a full time self-investor. He is a passionate follower of William O’Neil’s CANSLIM system, and reader of the Investors Business Daily newspaper.

Two New Auto Brokers Enabled (With Disclaimers)

Covestor News //

Two new broker agents are now available for automatic import to Covestor- thinkorswim and E*Trade Canada. Both of these imports come with minor disclaimers when importing directly to Covestor. thinkorswim is a  subsidiary of Investools Inc. and a fantastic broker, that provides services targeted at


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