Personal Capital Reviews | Read Customer Reviews of personalcapital.com

Personal Capital Reviews | Read Customer Reviews of personalcapital.com

Personal Capital reviews

Showing 498 reviews with 5 stars · Clear filters

Russell
Dec 17, 2021
Great software
Great software
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Andrew M.
Dec 7, 2021
This tool has allowed me to better…
This tool has allowed me to better track my expenses as well as understand my investment strategy. Plus, having access to review my net worth is beneficial in setting my financial goals.
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Jordan R.
Dec 6, 2021
Great way to track your networth
Great way to track your networth, and build a budget. Have been using it for a few years and it's the go-to. Better than Mint.
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Caroline B.
Oct 27, 2021
10/10 great app!
10/10 great app!
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Dr. Howard C.
Oct 27, 2021
Excellent app
Excellent app. Helps me consolidate all of my incoming/outgoing money, outstanding debts, investment accounts, savings and net worth. Has been instrumental in me getting on top of my finances and with presenting something to my accountant to clarify my true financial picture. Invaluable asset that I've recommended to friend after friend.
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Alfredo Z.
Oct 24, 2021
Very effective and continuous reporting…
Very effective and continuous reporting is assisting me in my learning process.
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Isaac G.
Oct 17, 2021
Great overall
Great overall. I would say maybe some work needed on the charting for net worth so that it’s a bit more accurate.
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Ian
Oct 12, 2021
Love the app. Would like to see contribution vs growith in accounts split out
Hey! Awesome app. Love it. One thing that would really help me is understanding the difference easily between contributions to investment accounts and growth to investment accounts. For instance over a year of steady, changing amount contributions to accounts I don't really have a fast grasp of how much I contributed. Also beneficial would be % allocations to accounts. What % of pre/post tax income am I contributing to each account for a monthly/quarter/yearly period? This would be really helpful for benchmarking, accountablility, etc.
Response from Personal CapitalOct 12, 2021
Thank you for the feedback. You can customize your view by looking at the Balance Tab at the top right of your screen when you select one of your Investment Accounts from the Net Worth Tab. We unfortunately don't total up the dollar amounts you have contributed per year (you'll need to calculate by looking at the start and end of the year), but you can see how much the account has grown percentage wise if you scroll over the chart and change your settings in your view from 1 day, 30 day, 90 day etc. In the transaction view you can see the description and tags - feel free to customize those so you can get a better sense of each if helpful for a quick glance. The pre/post tax income and yearly contribution % unfortunately you'll need to login to your financial provider/account (i.e. Vanguard etc) to see those as our tool relies on what they share with us - mainly transaction details but as we mentioned above you can custom some of the tagging options to make it easier to see what is what. We hope that helps!
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