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