Charles L.
Best tool available to track all your…
Best tool available to track all your finances and accounts in one place, with a useful and actionable dashboard

Personal 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
719 approved reviews, newest moderated first
Charles L.
Best tool available to track all your finances and accounts in one place, with a useful and actionable dashboard
Pat
Best thing ever to see a snap shot of all your finances with the ability to go in depth and detail whenever you want.
John S.
Very convenient way of knowing your net worth. I like that it has graph that shows if my net worth is improving or not. It just has glitches at times but overall I like the software. I use the app, I don't know if the desktop features are the same as the app though.
Rachel N.
Amazing app, brings all of my finances together to just one place. I enjoy checking my Net worth grow day by day.
Fred S.
When I linked accounts in Ameritrade, Personal Capital double counted them, reporting a 60% phony increase in liquid assets. They refuse to even discuss or open a trouble ticket. I've noticed other glitches. All they want to do is push their for-fee advisory service.
Response from Personal CapitalJan 29, 2021
Hi Fred, if you could email [email protected] we would be happy to look into your syncing issues with Ameritrade and see if we can help!
Pete
awesome! has some issues with some institutions but overall really cool
Peter
Joined from a friend's referral link and never got the 20$ gift card
Response from Personal CapitalJan 29, 2021
Hi Peter, please email us at [email protected] and we check on the status for you!
Mary
I LOVE Personal Capital. It has helped me save more than I could have imagined and changed the way I handle personal finance for the better. It has empowered my financial decisions and effectively encouraged me to reach my financial goals.