SigFig

SigFig: Investment Tracking and Portfolio Management Tool

SigFig is an investment tracking and portfolio management tool. It syncs with your investment accounts to provide analysis of your asset allocation, investment performance, fees, and risk profile. SigFig offers basic portfolio monitoring for free and paid subscription plans with additional features.

What is SigFig?

SigFig is an online investment portfolio tracker and asset allocation tool. It integrates with over 10,000 financial institutions to automatically sync and update details on all your investment accounts in one place. SigFig provides analysis and insights on your portfolio including:

• Asset allocation across different account types like 401ks, IRAs, and taxable accounts
• Investment performance and fees
• Portfolio risk analysis
• Custom tags and notes to track investments
• Notifications on portfolio changes

The free version of SigFig offers basic portfolio syncing and tracking. Paid subscription plans unlock additional features like customizable investment targets, retirement planning, tax-efficient trading strategies, and more advanced performance analysis. SigFig integrates with both individual investment accounts as well as accounts managed by financial advisors.

Overall, SigFig aims to provide a holistic view of complex investment portfolios to help investors better understand asset allocation, risk tolerance, fees, and performance relative to financial goals and market benchmarks.

SigFig Features

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