Christine
Better than Mint
Great at aggregating several investment accounts and it's smart at calculating return, unlike 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
Showing 42 reviews with 1 star · Clear filters
Christine
Great at aggregating several investment accounts and it's smart at calculating return, unlike Mint.
Pete R.
seems very self serving to this company
Chris
Not all accounts link nor automatically update. Customer support is HORRIBLE!!
Sherry
I have tried to enter 401 K retirement portfolios and Personal Capital will not retain the information. It is very difficult to edit what is retained in our portfolios. If there is no balance on our credit cards, personal capital doesn't retain the information with interest rate and available credit. Mint is probably the better program.
Stephanie C.
I used to like personal capital before they grew beyond their operational capacity of their resources. I have several accounts that are not updating and have heard no response from their support representatives in months! Yes months! The turnaround used to several days, then weeks now it's months! Invest in more people please not just your software/GUI. If the data isn't pulling in correctly it's not a useful tool for budgeting, tracking spending, etc. ...garbage in, garbage out right?
null
I have asked repeatedly for my accounts to be fixed. Yet nothing seems to load properly at all anymore. I still keep it around, but I have absolutely no faith in the app. Over it.
GE
Had trouble with it, contacted personal capital asking for help, and never got a response back.
Kevin
It really sucks badly.