Personal Capital manual entry

[terran]

I've always been intrigued by Personal Capital, but I don't like the idea of having a single point of failure with login information to all of my accounts. Maybe I'm paranoid, but if you're paranoid like me then you might be interested to know that you can manually add accounts in in Personal capital. For investment accounts you can add a ticker symbol and number of shares and it will keep track of the current value for you, which is the part I've always wanted.

They make it a lot more obvious how to link accounts, but to add one manually (without giving account numbers, login credentials, or even institution names if you don't want), click the little add account + sign in the upper left, then in the dialog box that pops up click the "More" button in the lower right and a number of manual account types will show up.

[ltt]

This is good to know.  I'm thinking about trying Personal Capital, but simply do not want to give all of our account information out, etc. 

[WildJager]

Just be sure to update the cost basis occasionally, else it won't represent dividend reinvestments you've accrued over time.  Though, underestimating your stash isn't necessarily a bad thing.  ;)

[terran]

Yeah, I need to figure out if I should "add a new holding" when dividends are reinvested and when I make new contributions, or if I should adjust the holding I've already added. Not sure if adjusting the current holding would accurately reflect the balance over time, but if seems a little strange to add new holdings that are the same security.