Feature Differences Between Web and iPad

The following features are currently available only on the Personal Capital website

  • Investment Checkup: Compare your allocation to a baseline, identify risks in your current portfolio, see the fees for your ETF and Mutual Funds
  • Editing investment holding tickers or cusip's.  If you need to make an edit to a holdings ticker or cusip, you can do so from the website inside of the holdings section for the account in which those holdings are held.
  • Shopping for a personal fund
  • Enrolling for a personal capital investment account
  • Investment performance

We are constantly adding new functionality to our apps, so please provide feedback on what you would like to see.

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