ML
Powerful personal finance tools with…
Powerful personal finance tools with the most flexibility of any app I've used

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
ML
Powerful personal finance tools with the most flexibility of any app I've used
JOSH W.
I’m pretty hard to please when it comes to financial tools because I find most too limited to help. Personal capital is very helpful at keeping track of your net worth. And it breaks things down by catagory as well. Very impressed.
Spencer B.
Great support and awesome app!
John S.
The absolute best platform for tracking net worth.
Prescott P.
I'm still new so on occasion I'll forget where specific items are in the navigation or how to make them appear, but on the whole it feels like a really solid product. As others have commented, it would be great to edit or add transactions and use that feature to really get granular on spending. For example, my net earnings from paychecks do come through as direct deposit, but it would be nice to change this to gross earnings, and then create line items for all the deductions and taxes.
Nishad
Tracks all cards/accounts I need. Clean UI with lot of intuitive features for portfolio review and management.
Derek
The software is great for holding A LOT of information. You can put everything in there. However, it doesn’t let you put % ownership of real estate investment properties (if you own with a partner) and can’t link purchasing activity to Venmo. I also think the interface could be a lot cleaner. It’s takes some getting used to, I’ve had it about a month and I still can’t navigate it as efficiently as I’d like.
Igor
Great website, very convenient to use!