Tag Archives: covestor

10 predictions in online finance for 2010

I’ve been thinking about what the future has in store for investors and I’d like to use this post to help clarify my thinking.   Essentially, I’d like to hone in on what 2010 portends for online finance.  I’m looking for some broader trends, as well as some company-specific prognostication.

AOL’s ascension, Yahoo Finance’s continued domination, Google [...]

kaChing goes kaching with new money management fxn

kaChing announced yesterday (rather quietly — strange) that they have indeed — after months of discussion — launched their investment management arm.  What that means is that investors can open up an Interactive Brokers account to mirror the activities of portfolio managers on kaChing.
From board member Andy Radcliffe who posted on kaching’s blog yesterday:
We now [...]

A Future Of On-Line Finance – From Brokers To Blogs To Yahoo

Today’s post is a guest post from Valuecruncher, a stock picking  service that analyzes individual stocks via discounted cash flow analysis.  We also like the accompanying blog which highlights the site’s methodology and applies it to specific stocks.  You can read more about the methodology here and how it works in practice.
This guest post, in [...]

Covestor’s Most-Bought-Stocks smokin’ it

For kicks, I just did a small test last week.  I created a portfolio of the most bought stocks on Covestor over the last month and wanted to compare how well these picks perform versus the greater market, say the S&P 500.
Results were interesting and a bit misleading (a nice sample set of the most [...]

The profitable other side of financial social media

Because it has broader appeal, we spend a lot of time thinking and talking about the demand side of financial social media.  Investors can use tools like following their favorite investors portfolio moves on Covestor or crowdsource ideas on Piqqem or use AlphaClone to create the same portfolio Warren Buffett has.
There are other great tools, [...]

Expert communities addressing the need for better fund performance metrics

Measuring performance for all types of fund managers
In thinking about expert investing communities like Covestor and Kaching, one of the main concerns users/investors should have is in how to judge performance of stock-jockeys.  These communities, which allow pretty much anyone to set up a portfolio and for others to piggyback on top of them by [...]

WSJ: Navigating online personal finance sites

I’m not particularly a fan of these Mainstream Media (MSM) overviews of Internet tools.  I find, more often than not, that they’re typically short on analysis and don’t help investors really navigate what’s really out there, why these tools are important, and how investors are successfully using them.
This short video piece (2:45) ran late last [...]

How will investors behave with no newspapers?

Slow death of the newspaper and how investment decisions are affected
While news and the proliferation of information is booming, clearly the newspaper industry is on its way out.  Its current revenue model just can’t support a quality newsroom in the face of widely available free information on the Internet.
Numerous industry analysts continue to discuss the [...]

Financial advisor finds profitable niche with social media

It’s still early days for financial advisors adopting social media.  There are compliance issues, structural issues and just questions as to the ROI.  There are a few early adopters investment advisors, though, who have seen the light and are not only using social media, but building their practices via new media.
EPIC Advisors and its Social [...]