Personal CapitalReviews of personalcapital.com

Great for top-level management of your finances. Not so great for micro-managing budgets. My preferred place for weekly financial check-ins.

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.

Nice to see all your accounts in one place.

Personal capital is great, but there are some minor issues. When a bank transfer is in progress, or there is an error reading bank balances, the net worth amount for a day or two Is incorrect, and will be in the net worth history forever. There was also one time when all purchases during a 1 week period were duplicated 4 times (one for each account linked). As for missing features, the retirement planner has no way to plan for different contribution amounts or withdraw amounts over time. It is also missing the ability to keep track of cash, and distinguish between pre-tax, roth, and after-tax investments. It is great at what it does, but should do a lot more.

Very easy to use and super helpful for tracking all of your accounts.

I love the easy to grasp charts on investment performance.

Sort of helps summarize, but doesn't do much else. Or at least easily if it does.

It works well.