Allan
Much better than mint if you care about…
Much better than mint if you care about taking your investments and net worth.

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
Showing 498 reviews with 5 stars · Clear filters
Allan
Much better than mint if you care about taking your investments and net worth.
Sergei
Very intuitive and helpful tool to help dealing with your investments. I wish I could add my portfolio of DriveWealth automatically but it’s not possible at the moment. I suggest someway to add brazilian stocks too (manually at least). Overall I strongly recommend Personal Capital!
Benkai B.
Best portfolio app for public use.
Zachary B.
I use this app to categorize my transactions for monthly review. I've linked my checking, savings, 401k, Roth IRA, credit cards, and other items to this service. It gives a nice birds eye view of net worth over time.
Tristen
Personal Capitol is a fantastic aggregation for all of my financial information and data. I am able to look at one page all of my assets and liabilities on one page and see how much they have grown or depreciated over time. Work seamlessly with every financial institution that I work with we easy updates unlike some other aggregators. Couldn't be happier with the product
Bathri
Great app to keep a track of your finances!
Jeremy S.
I have been using Personal Capital for several years now, starting when I began my working career after college. Having an easily-accessible overview of all my finances in one place has been such a huge factor in my early financial success and paying off student loans. At any point during any day you can check your spending, account balances, investments, and more through their clean, elegant looking app. And the dashboard shows up great in a browser too. Such a great tool - must have for anyone managing their own personal finances.
Steve
Fantastic. Switched from Mint, never looking back.