Hi Rob Does Personal Capital do Roth Conversion projection? Tax saving benefit What tax brackets to target (tax efficiency) Best show on UA-cam I signed up with PlanVision Thank you
They are an investment advisor. They will reach out to offer an evaluation of your portfolio. I've used them since they launched and have never had them evaluate my portfolio. I decided to set up a call to see what they say. We talk on Wednesday and I'll report the findings and what the experience was like in a video.
I use the service, they try to get you to move your accounts for them to manage. They charge .89 percent investment fee divided quarterly. It has been very low pressure, but they do keep trying. overall i like the software.
Would love to see a TSP or military/federal specific video. I realize this may be more niche than most of your viewers would like but it’s hard to find great resources. Thanks!
Great video Rob. I am not as sophisticated in my investing as some. My main use of these portfolio trackers is tracking over all portfolio balance and to use them for rebalancing my asset allocation. Personal Capital will no longer link to my VG accounts so will Stock Rover give me an asset allocation if I link accounts? Morningstar is just too cumbersome to constantly manually update holdings. Are there any other basic trackers that you could recommend for simply tracking asset allocation?
May I ask do you know of any good program that you can track all your expenses on not just major expenses? On a separate note I see you answered the question of brokerage pass words and log in, so assume that PC does not use them? So with that said how do they pull the data if there not logging into your account with your log in and password?
Is there a identity theft concern when linking your accounts to a portfolio tracker? It seems like the portfolio tracker service would have all your user names and passwords?
Rob, I like Personal Capital, especially the Income and Expenses portion. Alos the Retirement planning. The only hope is if they could add the withdrawal strategy portion. Thanks.
I started adding our personal info into Personal Capitol and I'm comparing with my Charles Schwab platform. I would say it's helpful but I kind of like better Schwabs. Thanks
I used to really like Personal Capital but over the past few months their product has become disappointing. One current persistent issue is that dividends, interest and capital gain distributions do not show up as “income” in the cash flow function (they did about a year ago). Also the posted balances for some of my savings accounts is incomplete and not up to date- the balance currently listed was the balance months ago (I wonder if this due to 2-factor authentication?). Is anyone else having these issues?
A few days late, but I access my PC account at least monthly and haven't experienced any changes one way or the other. The accounts update much faster with PC than with Right Capital and I've had very few issues with that feature. It's one of the main reasons I actually use and pay PC to manage part of my portfolio.
Once upon a time, but they resolved those issues on our accounts long ago. If you're having issues now it may be time to talk to PC and Vanguard support about it.
I am trying to link my vanguard and M! account. I am not able to. Any tips? both of them have 2FA. But only info. i get while linking is 'we are having trouble'
If you tried linking during certain trading hours, some brokers including Vanguard won't actually update with data until after hours. I've had to delete the account and re-link it during off hours.
Somehow I was still showing the Doughrollers podcast, and didn't realize it changed to the Rob Berger Show. Back in rotation now. I recommend it for anyone, especially traveling in the car on commutes.
8 Best Investment Tracking Apps: robberger.com/investment-tracking-apps/
I love it, thanks Robbie
Hi Rob Does Personal Capital do Roth Conversion projection?
Tax saving benefit
What tax brackets to target (tax efficiency)
Best show on UA-cam
I signed up with PlanVision
Thank you
They do not. I know New Retirement has a Roth conversion tool.
Way too many calls from Personal Capital. I recommend that you stick with your spreadsheets.
Thanks for your videos. I’ve watched most of them. I bought your book too. You do a great job.
Thank you very much!
lol I'm almost there too. Really thoughtful, high quality content. Thanks Rob!
I love my personal capital account but it doesn't handle options well. But frankly, nothing does.
"If you don't pay for the product, you ARE the product". How is Personal Capital reimbursed for providing such a valuable tool?
They are an investment advisor. They will reach out to offer an evaluation of your portfolio. I've used them since they launched and have never had them evaluate my portfolio. I decided to set up a call to see what they say. We talk on Wednesday and I'll report the findings and what the experience was like in a video.
@@rob_berger Thank you. I look forward to the video.
I use the service, they try to get you to move your accounts for them to manage. They charge .89 percent investment fee divided quarterly. It has been very low pressure, but they do keep trying. overall i like the software.
helpful, thanks
Would love to see a TSP or military/federal specific video. I realize this may be more niche than most of your viewers would like but it’s hard to find great resources. Thanks!
Great video Rob. I am not as sophisticated in my investing as some. My main use of these portfolio trackers is tracking over all portfolio balance and to use them for rebalancing my asset allocation. Personal Capital will no longer link to my VG accounts so will Stock Rover give me an asset allocation if I link accounts? Morningstar is just too cumbersome to constantly manually update holdings. Are there any other basic trackers that you could recommend for simply tracking asset allocation?
May I ask do you know of any good program that you can track all your expenses on not just major expenses?
On a separate note I see you answered the question of brokerage pass words and log in, so assume that PC does not use them? So with that said how do they pull the data if there not logging into your account with your log in and password?
I like Personal Capital, but just wish they’d stop calling me
Is there a identity theft concern when linking your accounts to a portfolio tracker? It seems like the portfolio tracker service would have all your user names and passwords?
Nope. Personal Capital doesn't store your usernames or passwords, and they never have access to your accounts. Just data downloads.
Rob, I like Personal Capital, especially the Income and Expenses portion. Alos the Retirement planning. The only hope is if they could add the withdrawal strategy portion. Thanks.
I started adding our personal info into Personal Capitol and I'm comparing with my Charles Schwab platform. I would say it's helpful but I kind of like better Schwabs. Thanks
You talk about how bad dividend investing is. Is there a Non dividends pay company worth 2T? There is Multiple dividend companies worth 2T
There is no ability to add crypto to Stock Rover. Also I am not able to manually enter purchase price into personal capital. Am I missing something ?
80% voo and 20% vtip = sleep well 😉
Thank you for this information
I used to really like Personal Capital but over the past few months their product has become disappointing. One current persistent issue is that dividends, interest and capital gain distributions do not show up as “income” in the cash flow function (they did about a year ago). Also the posted balances for some of my savings accounts is incomplete and not up to date- the balance currently listed was the balance months ago (I wonder if this due to 2-factor authentication?). Is anyone else having these issues?
A few days late, but I access my PC account at least monthly and haven't experienced any changes one way or the other. The accounts update much faster with PC than with Right Capital and I've had very few issues with that feature. It's one of the main reasons I actually use and pay PC to manage part of my portfolio.
I had the dividend as income issue also because PC automatically turned off that option. You can turn it on again in settings i think.
Does anyone have trouble linking Vanguard to Personal Capital?
Once upon a time, but they resolved those issues on our accounts long ago. If you're having issues now it may be time to talk to PC and Vanguard support about it.
No
I am trying to link my vanguard and M! account. I am not able to. Any tips? both of them have 2FA. But only info. i get while linking is 'we are having trouble'
If you tried linking during certain trading hours, some brokers including Vanguard won't actually update with data until after hours. I've had to delete the account and re-link it during off hours.
I should add that this is a limitation imposed by some brokers.
Resolved
Somehow I was still showing the Doughrollers podcast, and didn't realize it changed to the Rob Berger Show. Back in rotation now. I recommend it for anyone, especially traveling in the car on commutes.
Does capital , update balance after dividend paid ?
My personal capital tracker stopped working, I believe it’s because I won’t use their services. I have updated the apps etc to no avail.
I would contact support. Use of the tool doesn't require using their services. I've used them for years without issue.