Holger
Much better than Mint
Much better than Mint

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
Holger
Much better than Mint
Bogdan
I love Personal Capital. Helped me understand my spending habits.
Ashutosh
Great tool for real time analysis on my portfolio and to gaze my progress towards my financial goals.
Samuel
Really great comprehensive financial tracking software. Better than anything I’ve used before. Highly recommended.
Miles
Personal Capital is great and so is their support staff!
VT
Great app, wish I could adjust categories more easily and it stored data longer or there was an export to csv option? There are more insights I'd like to see about spending, otherwise the financial stuff is great.
freshyseth
I've been using Personal Capital for a few years now primarily on mobile (Android). I love it! I can quickly and easily see all my assets and transactions in one place. I mostly use it for checking the status of my net worth and watching my debt go down. I don't typically use it on a transaction basis for monthly budgets or anything like that. The "Fix Account" portion has really gotten better over the years. Most accounts are integrated, however, for the ones I can't find the Manual Account is easy enough.
Michael
Good tool to track personal wealth/retirement/income/etc... Has some issues with being unable to change dates to reorganize things for monthly expenses. Support is not top priority as it is free, but in general it does everything very well.