Personal Capital helps you manage your money by giving you a holistic view of all of your accounts. Track your income, spending, savings and investment performance. Find out where you could save money by identifying mutual fund fees. Understand your asset allocation and pinpoint potential risks to your investment portfolio. It's the only money management tool you'll ever need.
Monitor transactions to prevent fraud See all your most recent transactions and filter between Cash, Credit, Investments, and Loans. Pay anyone or transfer funds between accounts Take a photo of a check, and you can send payments to anyone, or transfer funds between accounts, with Universal Checkbook. Track your investments View all your investment accounts, transactions and holdings in one place. Monitor your gainers and losers, compare your performance to the market, and monitor your asset allocation with Personal Capitals Investment Manager. Talk with a Registered Investment Advisor (RIA) If you want help or financial advice, a personal financial advisor is here for you. Talk with us if you want, how you want -- FaceTime, email, or phone. No country club membership needed. Keep your information secure Personal Capitals unique multi-factor authentication allows you to manage access remotely, and requires multi-layer authentication from any new device. Our engineers invented online financial security. Seriously.
We'll take care of the rest Personal Capital integrates with over 10 thousand financial institutions to show you your complete financial picture at a glance. It only takes a minute to download the app and put Personal Capital to work for you.
Cloudswave Score for Personal Capital
Rating based on 16 Critic Reviews
Jacob, on Cash Cow Couple
I love the free services provided by Personal capital. They offer a lot and ask for nothing in return. I wouldn’t pay for their investment advice, but their fees are comparable to many financial advisors, so I’ll leave that up to you.
Bottom line, grab a free account today. You won’t be sorry!
David Weliver , on Money under 30
Over the years, I’ve used and tested dozens of different personal finance apps, but most lose their novelty after a while. I keep coming back to Personal Capital because it’s the one program I’ve found that gives me insight into my entire investing portfolio, which is spread across several different brokers. The net worth dashboard is also a great way to see an approximation of my net worth without manually updating a spreadsheet.
John Schmoll, on Frugal Rules
Managing your finances is important, to say the least. There are many tools you can use to do that and you need to find the one that fits you and your needs most. With that being said, I’ve had a great experience using Personal Capital – even more so because it’s completely free to use!
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