It also helps when rebalancing as the Portfolio Watch has a "what if" type page that lets you simulate changes or sales or buys, and tells you what affect that has on accounts and the assett allocation thereafter.
So This then allows for asset allocation viewing. it then looks deeper into each category and shows % of equity that is domestic, Int'l - or large cap, small cap, etc And for bonds it also looks into % of short term, long term, etc. this page then can tell you what you are holding in terms of % of stocks, bonds. It then shows those holdings when totaling your total net worth.Īnd via "Portfolio Watch" you can set up various views, such as viewing just your Vanguard accounts, or your vanguard plus your other tax advantaged accounts, or all your holdings. Am i missing something by doing so? in the Vanguard "accounts and holdings" page, there is a way to add non-Vanguard accounts, like bank accounts where you might have cash or CD's, other stock accounts like a 401K at another brokerage house through employer, etc. I use the Vanguard site for some of this type of analysis. If you flat out refuse to sign up for the "wealth management consultation" the calls will eventually stop. Given that PC pesters folks (for a while at least) for a free "customized" consultation to sell you their advisor services, assigns a named advisor even in free mode and sends occasional auto-notifications about specifics of your account, why would anyone be surprised that PC/advisor doesn't have view access to your data? The OP is free to delete their account but I'll pass on their subject line advice. Hate to break the news but the "free" era is paid for with your data. Your money is safe, but your data is with them. That's why it's free for you - because you're letting them see your finances. They basically use this service as a lead generator. I do not believe that Personal Capital has any ability to actually control those external accounts.
They have complete "view," which is the same consolidated view you have. I think saying that the Personal Capital advisor has complete "control" is a bit of a misnomer.
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