David
Easy, clear, and effective
Easy to use. Clearly presents an overview of your accounts with the ability to drill down into further detail. Great self service tools and investment checker.

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
David
Easy to use. Clearly presents an overview of your accounts with the ability to drill down into further detail. Great self service tools and investment checker.
Doug
Very easy to use and super helpful for tracking all of your accounts.
Siva
I love the easy to grasp charts on investment performance.
null
It works well.
John
Very handy tool to keep track of finances.
Matt
great asset for tracking wealth building and budgeting!
Eric
Personal Capital's website is an excellent tool for providing me with a snapshot of my finances without having to go to each individual website to look at my accounts. If there is one thing that could be improved, it would be to add a more detailed budget feature. I can highly recommend Personal Capital to anyone who is looking for a web solution that allows you to categorize your spending while also helping you keep track of your investments.
Kevin
Very intuitive, and even sometimes fun, tool that gives people the power of to grasp their entire financial picture in an instant or break it down to the minute detail. I love this app and have made it a goal to recommend to as many people as possible since unfortunately, this stuff is not taught in schools.