Personal CapitalPersonal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · Irvine, California
Excellent
Investments & Wealth · Calabasas, California
Excellent
Investments & Wealth · Orange, California
Excellent
Showing 108 reviews with 4 stars · Clear filters
Drillpro
I haven't been using the application long but so far I really like it. It's been very convenient and easy to use. So far I haven't been using all the different capabilities but in the near future I will be able to put forth a more educated review.
Reviewer
Very helpful, I have many investment/bank accounts and this app helps keep me organized. A few comments: Ally Bank CC - I am having difficulty linking my cash back credit card w/ Ally. Asset Allocation - I would like to see an equity style box summary for ALL stocks both international and domestic. - Like many others, I have my investments divided among a variety of mutual funds and frankly I have no clue what my top 10 (individual stock) holdings are. This would be interesting to see.
Mitch
Great financial tracking tool! Personal Capital is a great tool to watch your net worth grow and to keep track of your financial health. My experience has been very positive. Pros: - Great interactive visualization tools (graphs, charts, etc) - Quick updates to changes in accounts - Good mobile and web interfaces Cons: - Spending categorization is often incorrect, leading to some strange reports (for example my landlord's company has a similar name to an electronics company so my monthly electronics bill is through the roof when in reality it is generally $0)
Joe
Great place to view my financial picture in one snapshot. long load times for some banks though
Shannon
I love the app and website, tips newsletters, etc. My only complaint is having to identify line items that recur monthly so they appear in the correct category. It's also not clear to me how my checking and PayPal accounts are recorded; transactions that go through PayPal seem to show up in PC twice. I'm not learned in double entry bookkeeping, so I'm not sure how to read the PC interface. It's confusing.
REYNALDO C.
I was using Mint but was unable to link all my accounts. With Personal Capital, all my accounts are linked except for a mortgage account in Puerto Rico with FirstBank. If I could link that account, I would have a complete financial picture and would add a 5th star. Overall, I really like Personal Capital and would like to make it work for me.
Christopher
Tough call on this one. On one hand, I love Personal Capital. It's great, the visuals are amazing, and so useful. But there is one major problem: LACK OF CUSTOM CATEGORIES I still primarily use Mint (despite not really liking it) and can't abandon it because this is essentially a dealbreaker. I've borderline deactivated Personal Capital several times for this very reason. It also pulls in my Credit Union car loan info just fine, while PC cannot ... but that would be an acceptable "not every thing is going to be perfect". But custom categories? Seems ovbious.
null
Its Good But sometimes it tasks long time to get the Most recent updates from all accounts