Underperforming Funds: Spot the Dog

Outlook //

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

Minor Site Updates: Member Suggested

Covestor News //

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

TradeStation Enabled For Automatic Import

Covestor News //

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

TYC – A Nightmare For Return Calculations

Covestor News //

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

Should We Include Cash?

Covestor News //

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

Stock Bloggers Embrace Covestor

Covestor News //

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

Covestor on Wallstrip

Covestor News //

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

Feature Update: Charting vs. Pros

Covestor News //

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

New Feature: Comparative Charting

Covestor News //

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


Active investors share their latest portfolio moves and how they see today’s market.

Browse Process


What makes these smart investors tick? Interviews and insights.

Browse Profiles


Opinion and analysis on investing opportunities in today’s market.

Browse Outlook


Approaches and frameworks for investing, from Buffettian to algorithmic.

Browse Strategies