「Best for Investors」 - Personal Capital Money and Investing の口コミ・レビュー

「Best for Investors」と口コミされたiPadで使える「Personal Capital Money and Investing」の評価やレビューです。このレビューには使っているレビュアーの独自の攻略情報やこだわり要素やお気に入りポイントなどが記載されています。APPLIONでは「Personal Capital Money and Investing」のレビューの他にもあなたにおすすめのアプリの面白いところや便利な点やクチコミから探すことが出来ます。

Personal Capital Money and Investing

Personal Capital Corporation 無料 iPhone / iPad対応ファイナンス仕事効率化 64bit 4.0

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Personal Capital Money and Investingの詳細情報へ

Best for Investors

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
1. Investment Checkup says I have no TIPS but SCHP (Schwab TIPS ETF) is all TIPS
2. Cash accounts are not considered "cash" when looking at the asset allocation e.g., AmEx Bank or when I add a manual cash account it's not considered cash
3. When I add a manual asset account, I can't assign it an asset classification e.g., I want to add a state government pension as a fixed income asset
4. I can't manually adjust asset classes e.g., "North Carolina Fixed Income Index" is considered "Unclassified" but obviously I would like to categorize it as "Fixed Income"
5. There are a number of things that don't get the asset classes quite right. First step is to let me manually enter/correct those but obviously would be best if the system just got them all correct to begin with.
6. Transaction lot tracking - although with the new requirements for brokers to track this they've implemented some features that may mean this isn't that important any more.
7. It would be nice if it recognized transfers between accounts e.g., credit card payments.

jkbrennan77 - ★★★★★ 2013-06-17

Personal Capital Money and Investingのレビューへ

このアプリのレビューやランキングの詳細情報

Personal Capital Money and Investing

Personal Capital Corporation 無料 iPhone / iPad対応

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Personal Capital Corporationが配信するiPadアプリ「Personal Capital Money and Investing」の評価や口コミやランキング推移情報です。このアプリには「ファイナンス」「仕事効率化」などのジャンルで分類しています。APPLIONでは「Personal Capital Money and Investing」の他にもあなたにおすすめのアプリのレビューやみんなの評価や世界ランキングなどから探すことができます。