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Wilsons app for iPhone and iPad


4.6 ( 336 ratings )
Finance
Developer: Algo Trading Services
Free
Current version: 1.7, last update: 6 years ago
First release : 11 Oct 2016
App size: 11.24 Mb

My Wilsons provides clients of the Australian financial advisory firm Wilsons with access to their investment portfolio information, market data and Wilsons’ proprietary research.

Clients have access to:
- A total portfolio summary
- Portfolio Valuations
- Asset Allocation breakdown
- Stock Quotes
- Stock Watchlists
- Company news
- Company dividend history
- Company historical charts
- Index Summary
- Transaction history
- Our latest research

Wilsons Private Portfolio clients will also have access to:
- Realised & unrealised CGT information
- Income history
- Cash account transactions

Note: You must be a current Wilsons client to use this app
For more information, please liaise with your Wilsons advisor or to become a Wilsons client, please visit www.wilsonsadvisory.com.au