The New Portfolio is the first investment
tracking platform to sync
all of your accounts while integrating
Barron’s financial analysis,
along with news from The Wall Street Journal.
All you need is your brokerage login info and the New Portfolio
will do the rest.
Already a subscriber? Log in.
Set your portfolio to track by your investment goals, by beneficiary, by institution and more.
Barron’s financial analysis tailored to your investments will be set alongside your holdings to help you make informed decisions.
The service automatically syncs with your holdings at any of 45 brokerage firms.
Syncing with your accounts is safe and secure, and your portfolio data will never be shared or made public. Read more detail on privacy and security here.
We make your metrics come to life so that you can
visualize your next move ahead of the curve.
Already a subscriber? Log in.
Portfolio, provided by NextCapital, aggregates financial information from your brokerage accounts and provides news content related to your investments. In order to provide this service, NextCapital must share your financial information with Dow Jones. By signing up to use Portfolio, you authorize NextCapital to share information relating to you with Dow Jones, and you acknowledge that you have read and agreed to the Portfolio privacy policy and terms and conditions.
A: The new portfolio tool will sync with your existing, real brokerage accounts and automatically pull that information into a single interface. You can see extensive, current and historical performance data for your holdings, either combined or by individual account or holding. You can label and organize your accounts by type or your investment goals. You’ll also see relevant news headlines about your positions, with special flags denoting the most important news affecting your portfolio.
A: You must be a subscriber to the Wall Street Journal. You will use the same online credentials for portfolio as for your Wall Street Journal account. You will, however, be able to log out of portfolio without logging out of wsj.com.
A: When you first sign up, you’ll be asked to select your brokerage institution and enter your user credentials for that institution. The system then syncs with that brokerage and shows all of the accounts you have, with your positions. You can check your data and categorize your accounts, and repeat the process for additional institutions or accounts.
A: Yes. The system is powered by a company – NextCapital Inc. -- that since 1997 has been providing similar functionality for other financial institutions. Your brokerage credentials are encrypted and never stored or shared.
A: Your portfolio data will be viewable on special pages at wsj.com. To see them, you must be logged in as a subscriber *and* you will be prompted to re-enter your password to view them. Note that your portfolio credentials and your WSJ subscription credentials are the same.
A: The system supports the majority of significant brokerages. If you happen to have accounts not supported by the system, you can manually enter those accounts and holdings into the tool.
A: Remember, there is no problem with your core account at your financial institution. But if the data reflected in the portfolio tool differs from your actual holdings, customer service help is available. Usually, the differences will result from differences in your cost basis, which can be adjusted manually after your new portfolio has been created. Similarly, some total return calculations might differ slightly from those at your individual institutions, because of variations in how those calculations are made.
A: Stocks, ETFs and mutual funds. At a future date, the system will support bonds and other asset classes.
A: It depends on the asset. Stocks and ETF prices are updated intraday. Mutual funds update after the market closes. If you make trades or other changes to your brokerage accounts, those changes should be reflected within 24 hours.
A: Information on your holdings is securely stored by NextCapital, so it can provide updated prices and performance calculations. In order to provide news that is tailored to your portfolio, holdings information will be temporarily passed to Wall Street Journal Digital Network computers. It will not be stored. Your information will not be used by the Wall Street Journal for ad targeting. For a full explanation of NextCapital' privacy and data policies, click here.
A: For the moment, those will continue to exist, and will not be connected to your new portfolio with real account data.
A: Portfolio is supported in Internet Explorer 9 and above, as well as within Chrome, Firefox and Safari. We will be supporting IE8 in the near future.
Why? |
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
What? |
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
When you are no longer our customer, we continue to share your information as described in this notice. |
How? |
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons NextCapital chooses to share; and whether you can limit this sharing. |
Reasons we can share your personal information |
Does NextCapital share? |
Can you limit this sharing? |
|---|---|---|
For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus |
Yes |
No |
For our marketing purposes—to offer our products and services to you |
No |
|
For joint marketing with other financial companies |
No |
|
For our affiliates' everyday business purposes—information about your transactions and experiences |
No |
|
For our affiliates’ everyday business purposes—information about your creditworthiness |
No |
|
For affiliates to market to you |
No |
|
For nonaffiliates to market to you |
No |
|
Questions? Go to www.nextcapital.com/security |
||
Who we are |
|
|---|---|
Who is providing this notice? |
This notice is provided by NextCapital with respect to your NextCapital account. |
What we do |
|
How does NextCapital protect my personal information? |
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. |
How does NextCapital collect my personal information? |
We collect your personal information, for example, when you
We also collect your personal information from other companies. |
Why can’t I limit all sharing? |
Federal law gives you the right to limit only
State laws and individual companies may give you additional rights to limit sharing. |
Definitions |
|
Affiliates |
Companies related by common ownership or control. They can be financial and nonfinancial companies.
|
Nonaffiliates |
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
|
Joint marketing |
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
|
PLEASE SCROLL DOWN AND READ THE TERMS OF USE BELOW.
These Terms of Use govern your use of the portfolio services from NextCapital ("Service"), which is a service that is made available to WSJ.com subscribers under an agreement between NextCapital and Dow Jones & Company, Inc. If you agree to be bound by these Terms of Use, you should click “I Agree” where indicated when you sign up for this Service. If you do not agree to be bound by these Terms of Use, you should not click “I Agree” but you will not be able to proceed with signing up for this Service or use this Service.
We may change these Terms of Use at any time by notifying you of the change in writing or electronically (including without limitation, by email or by posting a notice on this Service that the terms have been "updated" or similar words). The changes also will appear in this document, which you can access at any time by clicking on the Terms of Use link at the footer of this Service. You indicate your agreement to be bound by such changes by using this Service after changes are made to this Agreement.
The information contained in this Service is for general information and educational purposes only. Although this Service may provide information relating to investment approaches, you should not construe any such information or the features, tools or other content available through this Service as legal, tax, investment, financial or other advice. No information generated by this Service or content on this Service constitutes a solicitation, recommendation, endorsement, or offer with respect to any securities or other financial instruments. You assume the sole responsibility of evaluating the merits and risks associated with the use of any information on this Service before making any decisions.
The Service may not be used for the purposes of creating a similar or competing service whether by the use of a test harness, reverse engineering or any other means.
The financial information utilized by this Service is historical in nature. Historical financial information should not be considered to be a guarantee of future financial results. While we endeavor to keep the information used in this Service up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, or suitability of the information contained on or generated by use of the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.
IN NO EVENT WILL WE BE LIABLE FOR ANY LOSS OR DAMAGE THAT USERS MAY INCUR AS A RESULT OF YOUR USE OR RELIANCE ON INFORMATION CONTAINED IN OR GENERATED THROUGH THE USE OF THIS SERVICE, INCLUDING WITHOUT LIMITATION, INDIRECT OR CONSEQUENTIAL LOSSES OR DAMAGES, ANY LOSS OR DAMAGE ARISING FROM LOSS OF DATA OR UNAVAILABILITY OF ACCESS TO THE WEBSITE, OR THE LOSS OF POTENTIAL, EXPECTED OR ANTICIPATED PROFITS OF ANY KIND. THIS SERVICE AND THE INFORMATION PROVIDED THROUGH THIS SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.”
In connection with electing to use certain functions associated with this Service, you may choose to provide certain personally identifiable information or access to personal financial data. We make commercially reasonable efforts to maintain the confidentiality of such information. As a WSJ.com subscriber, you will be able to access this Service seamlessly using your WSJ.com user name, password and Security Question (“WSJ Credentials”). You are responsible for maintaining the confidentiality of your WSJ Credentials. If you believe that your WSJ Credentials have been stolen or misused, you should contact us immediately to request a change. We are not responsible for breaches of confidentiality of your personally identifiable information or personal financial data that occur due to your failure to maintain security of your WSJ Credentials.
You may choose to direct the Service to retrieve your information maintained online by select third-party financial institutions with which you maintain a relationship. This is accomplished through the use of Open Financial Exchange (OFX) software. NextCapital does not review the information provided for any purpose, including but not limited to accuracy, legality or non-infringement. NextCapital is not responsible for the accuracy of the information provided by third-party financial institutions.
You agree not to use the Service for any unlawful purpose. We reserve the right to terminate or restrict your access to a Service for any reason, including for example, if your use of the Service may violate any laws, regulations or rulings, infringe upon another person's rights or violate these Terms of Use.
Through this Service you are able to link to other websites which are not under the control of NextCapital. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.
These Terms of Use contain the final and entire agreement between us regarding your use of this Service and supersedes all previous and contemporaneous oral or written agreements regarding your use of this Service. We may discontinue or change this Service or its availability to you at any time. You expressly agree that Dow Jones & Company, Inc. and its affiliates are third party beneficiaries of these Terms of Use.
If you have a problem or dispute regarding this Service or these Terms of Use, you may contact us by e-mail at support@nextcapital.com.