Online wealth management platform, Personal Capital, recently added several new features to its iPad app and overhauled its design with a sleek new interface.
Three new features of this free app include:
1) The You Index
Users can customize their own financial index and compare their own portfolio to major market indices.
2) Net Worth
Users can track their net worth on-the-go
3) Investment Checkup
Users can identify fees, risks, and determine if they are on par with their financial goals
Additional updates include:
- New dashboard with improved navigation
- Expanded date ranges: 30 days, 90 days, 6 months
- Expanded offline account types: Home, Car, Art, as well as offline portfolios
- Cash flow now shows individual category or vendor detail and averages over time
Easy for users to pinpoint asset allocation
See holdings in different sectors
The Investment Checkup determines if a user’s portfolio is aligned with allocation
The 401K fee analyzer determines how much users may be losing in investment management fees
Monitor transactions across accounts and by category
To learn more about Personal Capital, watch its FinovateFall 2012 demo.