Ms. G.
Very good financial app to see the…
Very good financial app to see the whole picture. I’ve tried many and this is the best one.

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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
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
Ms. G.
Very good financial app to see the whole picture. I’ve tried many and this is the best one.
James
I check it often and use it to track my spending and income, as well as investments. It's been fun, and I enjoy the visual, and the ability to see everything in one place. I just wish there were options to add crypto accounts and other manual entries to get a more accurate and full picture for things outside of banks and investment accounts.
Diva
Very great!!!! I can see at a glance, and real time what are my numbers.
Julie
A great tool for managing personal finances.
Sri A.
Great App that gives overview of my investment.
Matthew
Super easy to use, functional layout, app integrated smooth, Personal Capital makes prioritizing your finances a breeze.
Jake
Best portfolio tracker I have found. I don't use it for budgeting, though it has that feature, but it most seamlessly tracks my accounts, from savings, checkings, HSA, investment portfolios, and 401(k)s. Highly recommend, my favourite financial app, both mobile and dekstop versions rock.
DP
Same mortgage showing under loan, and mortgage, twice.