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Personal Capital Money and Investing [iPad]

現在、このアプリは非公開になっている可能性があります (探す)
  • 代表作アプリ AppStoreの代表作アプリに選ばれています!
Personal Capital Money and Investingのおすすめ画像1
Personal Capital Money and Investingのおすすめ画像2
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Personal Capital Corporationのファイナンスアプリ

「Personal Capital Money and Investing」は、Personal Capital Corporationが配信するファイナンスアプリです。

ファイナンス 仕事効率化

このアプリの話題とニュース

  • 20代の女性層に人気の傾向にあります。


  • 平均スコア4.0を超える満足度の高いアプリで利用者に好評です。(5/4)


  • 7800人を超える、評価・クチコミ投稿者数となっています。(5/4)


  • 新バージョン4.2が配信開始。新機能や改善アップデートがされています。


  • 2012年3月14日(水)にiPhoneとiPad両対応のユニバーサルアプリとしてリリース!


このレビュアーのおすすめコメント

This is the best application/site for investors. Most other sites e.g., Mint are targeted at people who just need a budget. Brokerage sites often have decent capabilities but don't let you look at your whole portfolio unless you do everything through one broker (including 401k, etc). Personal Capital just needs a few tweaks
Best for Investors - ★★★★★
Personal Capital is an excellent app for tracking and managing multiple investments, including mutual funds. It provides helpful reports on performance, allocations and holdings. A weekly performance report is pushed via email and the rest are available via very intuitive drill down graphs. A particularly useful feature is the ability to set up a 'manual' investment fund. Our company's 401k manager is not supported by the app. No problem, I just periodically update my holdings manually. Mint does not support manual accounts.
Better than Mint... at some things - ★★★★★
Personal Capital is my first choice for checking how I'm doing each day. It's faster than logging into my bank or credit cards to check balances/available credit. It shows the progress I'm making on paying off my student loans. It lets me see how much my 401k is growing (which is something I'm getting used to, being a recent college graduate).
#1 app for a complete financial snapshot - ★★★★★

最新更新情報

version4.2が、2016年7月26日(火)にリリース

使い方や遊び方

Personal Capital's award-winning free finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save more and invest better. It is the only wealth management and investing tool you'll ever need.



“2014 CNBC Disruptor 50 List” – CNBC
"Best 5 Free Apps to Invest Smarter" – CNN
“Time Magazine's 50 Best Websites” – Time
“Best Online Tool to Track Your Investments” – Forbes
"App Store Staff Pick" – iTunes
"Editors’ Choice" – Macworld



“Minimal account connections hassles, detailed financial information, and the options to speak directly with a financial advisor make Personal Capital the best free finance tracking app available.” – Macworld



+A 360° View of Your Financial Life. Link your investment accounts for free using Personal Capital for a complete picture of your personal finances. At a glance, you can see your checking & saving accounts, credit card spending, and investment performance. The first step to living a better financial life is having all your accounts in one place.



+Manage Your Money. Control your spending and finances with interactive cash flow tools that allow you to budget and see if you are spending more than you are making. See detailed income and spending by category or payee and drill down into a category to see the transaction details. Install the recent transactions today extension to see new transactions in the last 24 hours .



+Track Your Investments. How’s the market doing? More importantly, how are YOU doing? You can track your investments by account, asset class or individual security. Compare your portfolio against major market benchmarks using the Personal Capital “You Index” and stay on track to meet your investing goals. Install the “You Index” today extension to track daily market and individual holdings movement. Know where you stand when it comes to your wealth and investments.



+Asset Allocation Review. Built-in investment intelligence will review asset allocation and uncover opportunities for diversification to help you make smarter investing decisions.



+Portfolio Checkup. Could your portfolio be working harder? A quick portfolio checkup can potentially save thousands on expensive mutual fund fees.



+Get Help Meeting Your Financial Goals. On the road to financial success, it helps to have a guide. As a Registered Investment Advisor (RIA), Personal Capital provides objective financial advice tailored to your goals. Talk with us if you want, how you want -- FaceTime, email, or phone. We’ll assign a personal wealth management advisor to discuss your needs.



+Bank Level Security. Use with confidence. Our two-step remote authentication process builds in an extra measure of security to verify your identity and your device, so you can manage your money and finances remotely, knowing your data is safe.



+Get Started Now For Free. Linking your accounts is simple– we integrate with over 12,000 financial institutions like Fidelity, Schwab, PayPal, Wells Fargo, and thousands of local and regional credit unions. It takes just a minute to download the finance app and discover a superior way to manage your money and invest smarter.



+How We’re Different: People + Technology. Finance and tech experts built Personal Capital to provide a comprehensive and objective wealth management solution for people with complex financial lives. Our software helps you keep track of your short- and long-term money – for free. And our advisors can provide unbiased investing advice and can help you invest in a customized portfolio based on your life and goals.

カスタマーレビュー・評価

4.0
5つ星
 
5,884
4つ星
 
1,169
3つ星
 
221
2つ星
 
172
1つ星
 
401

おすすめ口コミ

It's the Best! Better than Mint.

I cannot believe this app has less than a 4.5 average rating! I spend so much time trying-out and using different finance apps that my girlfriend has threatened to break up with me... a couple times

DenkJay - ★★★★★ 2015-10-22

Fully Featured, Deep Analysis of Portfolios

I've been using Personal Capital for nearly a year, and I grow more impressed with it as time goes by. It aggregates more financial accounts than competing apps, while providing more useful a data to a serious investor than any other app on the market.

markr6754 - ★★★★★ 2013-06-01

Best personal finance app!

Best personal finance app on iOS! I used just about all off them because I am awful at tracking my spending! This takes a few months before you have good insight into spending habits but once you do it is extremely helpful.

Sourdeez11710 - ★★★★★ 2012-11-20

"One of the First" and Best!!

I was one of the first to take a risk with this new company when it started in September, 2011. I have NOT been disappointed with their product and service. If you want a daily picture of your net

SmOkUn - ★★★★★ 2012-07-24

Dear Personal Capital...

Really this is a great service. I've loved using your services to track my investment positions across my different accounts. It is fantastic being able to see the real allocation that I have in my

bdburton - ★★★★★ 2016-05-18

Keep a close eye on your money

Far better than mint, and more insightful than Quicken or other money management software. It emails me every day all the transactions across my accounts, and tells me how well my money is allocated

Kemem - ★★★★★ 2015-01-01

Pretty impressive

I have some of my money my money managed by the good folks at Personal Capital. Give them a try. I was really worried about my lack of understanding alternative investments beyond the usual "put some

David Albin - ★★★★★ 2014-05-24

Best app of its kind.

This is, by far, the best personal finance app and the only one of its kind that I consider a must have. It is intuitive, easy to use, beautifully designed, and helpful. It is very “set it and forget it” and simple (yet feature rich) for those who don’t want to spend a lot of time fiddling with their personal finance app.

OrganicDirt - ★★★★★ 2015-05-19

Favorite app right now!

I used to use Mint and Check to track my finances. Since finding this app, I deleted my Mint account and hardly ever sign into Check anymore.

Jason Saliba - ★★★★★ 2013-12-06

Better than Mint

When I first tried to use Mint it took several months to connect to all of my accounts since they didnt support one of my bank accounts (a small credit union) right away - many technical problems in

Netgator - ★★★★★ 2013-08-29

Works Like a Charm!

I have used Quicken for decades, tried Mint but have had repeated problems with accounts not working, tried getting help for years and I just gave up on it. It didn't work right before Intuit bought

Clifford The Red - ★★★★★ 2012-04-01

It's come a long ways

I'm a long time Mint user and still am, but Personal Capital has made some big improvements that are making it my go to financial software. Mint is still better for micromanaging your finances like

dirkdelor - ★★★★★ 2016-08-01

Great for allocation analysis

I have used a number of aggregating sites, including mint, Vanguard, Tiaa-Cref, and Fidelity. Personal Capital is the most useful for its investment features. It allows users to view the investment portfolio in one place and examine the overall allocation. I have several retirement accounts which including many different types of mutual funds, stocks and bonds. Without Personal Capital, I have to manually update my allocation using Excel worksheet.

Yuzhou88 - ★★★★★ 2015-01-06

Excellent!

I use this app to track all my investments and it's excellent! It's a great way to check up on my portfolio allocation, and performance. I haven't had any problems linking any of my accounts. It even

Joycali - ★★★★★ 2015-03-02

Works really well for investment & budget analysis

I find its retirement planner to be exceptional. It uses Monte Carlo simulation, which is a very sophisticated, and the only way you should be looking more than a few years into the future as far as investments go.

Wembely - ★★★★★ 2016-07-10

Thank You!

I got out of college almost a year ago and for the first 6 months I was indeed too irresponsible with having a salary, even though I *thought* I was doing ok. This app totally turned things around for me by giving me visibility to all my accounts! Yes Mint would do the same thing but their app couldn't get by my main bank account's 2 factor authentication, so I gave up on them.

Pfter5098 - ★★★★★ 2015-04-17

Great Financial Tracker (Mint Replacement)

This is a terrific app if you are a investor and have money and stocks in a number of different institutions. I used to use Mint which is nice for spending and budgeting but not if you are a investor

John-Sap - ★★★★★ 2015-09-03

最新ストアランキングと月間ランキング推移

Personal Capital Money and InvestingのiPadアプリランキングや、利用者のリアルな声や国内や海外のSNSやインターネットでの人気状況を分析しています。

基本情報

仕様・スペック

対応OS
8.0 以降
容量
27.8 M
推奨年齢
全年齢
アプリ内課金
なし
更新日
2016/07/26

リリース日
2012/03/14

集客動向・アクティブユーザー分析

オーガニック流入

アクティブ率

※この結果はPersonal Capital Money and Investingのユーザー解析データに基づいています。

ネット話題指数

開発会社の配信タイトル

このアプリと同一カテゴリのランキング

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