Personal CapitalReviews of personalcapital.com

For a free platform, this is incredibly solid. The only thing I like Mint more for, is the granularity of Budgeting and Categories with sub-categories. If that could be expanded, this would easily be 5 stars.

Solid, robust app. Very useful. Clean, intuitive interface. More connectivity issues with linked accounts than I'd like. Customer support is responsive and professional, but resolution often lingers a long time. Added features seem to respond to user demand. I recommend.

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.

Love the app. It’s such a useful tool for track your true net worth and see the real picture of your finances. My only negative remark would be that the app needs to workout the bugs with linking other less mainstream types of accounts/ apps that your money are in.

Great app that shows all your digital assets and liabilities in one place. There are frequent connectivity issues that are annoying. hopefully, this issue gets resolved over time.

Great app for tracking your expenses!

Great service and system, customer service responsive. Product is a huge boon for my family, and allows us to monitor our fiscal health in real-time. Only thing to work on I can think of is to figure out the multi-factor securities for some accounts (CapitalOne). Big fan!

There are two components to Personal Capital, the on-line tool to consolidate your personal accounts to give you an overall perspective on net worth, expenditures, investment portfolio and retirement analysis, portfolio and budget tracker which is free and the portfolio management. service which is a paid service. The on-line tool is excellent for free and thus my 4 star rating. I have not used the portfolio management service though I have investigated it and it has a sound philosophy behind it. I am a retired investment professional and held a financial planning certificate so am not in need of that service, at least at this time. I am keeping that option open for down the road consideration.