Author Topic: Personal Capital categorizing holdings  (Read 1572 times)


  • 5 O'Clock Shadow
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Personal Capital categorizing holdings
« on: April 06, 2014, 10:33:32 AM »
I've recently started to use Personal Capital and I am trying to categorize my holdings.  My 401k is through Fidelity and I've attached the investment holdings I have.  I can't find the ticker symbol for them and am not sure how to add them.  Any thoughts/ideas?  I was able to use Vanguard's Russell 3000 ETF just to test but the share price was different so the numbers were way off.