Michael
So far so good
So far so good

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
719 approved reviews, newest moderated first
Michael
So far so good
Monte
Great straight forward app. It isn't really a budgeting app like mint, but it's net worth tracking and dashboard are perfect for investing.
Tom
After using Quicken for almost 20 years, I finally tried a few cloud-based products and have found Personal Capital to be the best one out there. Account syncing is never a problem and the interface looks and works great whether using a pc, iPhone, or iPad. The dashboard with news and investment recommendations is also great.
Meng
really convienient to use and manage personal port folio
Zach G.
Everything I need to know in one spot!
Michael
Good, free software, especially the retirement planning tool. I wish the personal financial planning option was a flat fee rather than %AUM, so we do not opt to use that service. We had been with another company that charged a flat rate of $19 per month with no account minimums for access to a live planner by phone and email, and we preferred that system. That being said, the tools are easy to use and understand, and we have had very few issues concerning account syncing since beginning the service.
parikh
Great tool to see all your finances/balances(my wife's and mine) in one single place. Love the cashflow chart, which encourages us to always be positive, which theoretically we all should follow.
Scott
This app has changed my life and my finances!! Would recommend to every single person.