Covestor Debuts Major Upgrades to Investing Experience

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Online Asset Manager Unveils New Client Dashboard Incorporating Market Commentary Alongside Investment Information

Covestor, an innovator in the asset management arena, has revamped its client dashboard. Most significantly, the new client dashboard incorporates market commentary right beside information traditionally provided to investors.

The overhaul makes it simpler for clients to see where their money is invested and stay up-to-date on investment model managers’ trades and opinions. The new client console helps clients easily view:

  •     how much money is in their account and how investments are performing
  •     all trades, additions, withdrawals and fees
  •     investment model managers’ stock trades and market commentary

“Transparency is part of Covestor’s core mission,” said the company’s Chief Product Officer Martin Eriksson. “The new dashboard shows investors what is happening in their account in real time using a straightforward timeline.”

Covestor offers a marketplace of over 160 investment models. The company requires Investment Model Managers to have their own money invested in the same stocks clients hold and provides in-depth information on the Model Managers and their investment strategies.

“Investors have the right to know what their manager is doing their money,” said Covestor CEO Asheesh Advani. “Our new investor interface improves the investing experience by making it more open and personal. Being able to view a manager’s trades and read their market commentary on the same page is a giant step forward.”

A snapshot of the new dashboard can be seen at:
A demo is also available at:
About Covestor
Covestor brings the clarity and efficiency of an online marketplace to the world of money management. Investors can compare and select from a transparent marketplace of money management talent that includes top performing portfolio managers and successful investors.
Covestor is widely regarded as a pioneer in bringing separately managed accounts (SMAs) online in a transparent marketplace. Founded in 2006, the company has offices in New York City and London and is funded by leading VC firms including Union Square Ventures, Spark Capital and Amadeus Capital Partners.

Covestor is an investment adviser registered with the US Securities and Exchange Commission under the Investment Advisers Act of 1940. Additional information can be accessed directly from the company’s Form ADV document, available at

It should not be assumed that any information discussed herein will prove to be profitable or that decisions in the future will be profitable or provide similar results. While Covestor does provide limited investment advice to its clients, the content herein is provided as general and impersonalized investment information and is not a recommendation or solicitation to buy or sell any security or subscribe to any particular investment model. Please take appropriate professional advice in any investment decisions.

For more information contact: Kalen Holliday, Covestor Communications Director 866-825-3005 x4 or kalen(at)covestor(dot)com


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Kalen Holliday
866 825 3005 4
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