Personal Capital Finance |
Personal Capital Corporation |
Reviews: 2484 | Score: 4 | Price: Free |
Install |
Personal Capital's award-winning 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 and invest better.
Personal Capital is on mobile, tablet and now Android wearable devices. It is the only wealth management and investing tool you'll ever need.
ACCOLADES:
“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
“Staff Pick” (2013, 2014) – Google Play
“Personal Capital not only lets you see everything all at once, but makes it easier to manage that money as well.” – Fast Company
★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 and drill down into a category to see the transaction details.
★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 finance benchmarks using the Personal Capital “You Index” and stay on track to meet your investing goals. Install one of the 2 “You Index” widgets 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 success in your personal finances, it helps to have a guide. As a Registered Investment Advisor, Personal Capital can provide objective investing advice tailored to your goals. Talk with us if you want, how you want. We’ll assign a personal wealth management advisor to discuss your personal finance 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 10,000 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.
★Android Wear: Get relevant and timely updates on your finances whenever and wherever you need it most. With Android Wear, get daily notifications at market close on the performance of your portfolio and how it performed against major market indices. Swipe to see specific gainers and losers in your portfolio.
个人资本屡获殊荣的金融应用程序可以让你在一个地方看到所有帐户,给你的你的收入,支出和投资业绩的全面看法。知道什么是你的钱随时发生,随时随地帮助您节约投资更好。
个人资本是在移动,平板电脑,现在Android的可穿戴设备。这是唯一的财富管理和投资工具,你永远需要。
荣誉:
“2014年CNBC干扰器50名单” - CNBC
“最好的5个免费应用程序,以投资智慧” - CNN
“时代杂志的50个最佳网站” - 时间
“最佳在线工具来跟踪你的投资” - 福布斯
“人员,上门取货”(2013年,2014年) - 谷歌游戏
“个人资本,不仅可以让你看到一次全部的一切,但可以更容易地管理这笔钱为好。” - 快公司
★360度全景的你的财务生活。将您的投资账户免费使用个人资金为您的个人财务状况的全貌。一目了然,你可以看到你的支票和储蓄账户,信用卡消费和投资业绩。第一步,过着更好的金融生活是有所有帐户在同一个地方。
★管理你的钱。控制你的支出和财政交互式现金流的工具,让您的预算,看看你花更多的比你做。查看详细的收入和支出类别和向下钻取到一个类别看交易明细。
★追踪您的投资。怎样的市场在做什么?更重要的是,你怎么做?您可以通过账户,资产类别或个人安全跟踪您的投资。比较你的投资组合不要使用个人资本“你指数”的主要金融市场的基准和留在轨道,以满足你的投资目标。安装的2“你指数”的部件之一,每天跟踪市场和个人的增持动作。知道你的立场,当涉及到你的财富和投资。
★资产配置审查。内置智能化投资将审查资产配置以及揭开机会多样化,以帮助您做出更明智的投资决策。
★投资组合体检。可能你的投资组合会更努力地工作?一个快速的组合检查可以节省数千昂贵的共同基金费用。
★获取帮助满足您的财务目标。在路上在你的个人财务的成功,它有助于有一个指南。作为一家注册投资顾问,个人资本能够提供适合您的目标客观的投资建议。跟我们谈,如果你愿意,你想怎么。我们将指定个人理财顾问讨论你的个人理财需求。
★银行级安全性。放心地使用。我们两个步骤的远程身份验证过程中生成了额外的安全性,以验证您的身份,您的设备,这样你就可以远程管理您的资金和财务状况,了解你的数据是安全的。
★现在就开始免费使用。关联帐户是简单 - 我们整合超过10,000的金融机构,如富达,嘉信理财,贝宝,富国银行,以及成千上万的当地和区域信用社。它只需几分钟就可以下载财务应用程序,并发现了一个优越的方式来管理你的钱,投资更聪明。
★如何,我们是不同的:人+技术。金融与科技专家建立个人资本为人们提供复杂的金融生活的全面,客观的财富管理解决方案。我们的软件可以帮助你保持你的短期和长期资金的轨道 - 是免费的。而我们的顾问可以提供公正的投资建议,可以帮助你投资的基础上你的生活和目标定制投资组合。
★Android的磨损:获取相关和及时的更新您的财务状况,随时随地为您最需要的。随着Android的磨损,让每天在通知你的投资组合的市场表现密切,以及它如何对主要市场指数表现。刷卡看在你的投资组合的具体赢家和输家。