Eddie M.
Great way to track all your finances on…
Great way to track all your finances on one app. I’ve been using it for so many years that I’ve lost count. But this is definitely my go to app when it comes to finances.

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 498 reviews with 5 stars · Clear filters
Eddie M.
Great way to track all your finances on one app. I’ve been using it for so many years that I’ve lost count. But this is definitely my go to app when it comes to finances.
Daniel
Makes keeping track of your finances so much easier! You can seek all bank accounts, credit cards, retirement accounts, and anything else you may have, all in one place. It has helped me keep better track of my family’s finances. I would highly recommend giving it a try.
Kam
I really like how this app takes all my investment holdings and averages the gain as well as compare against different indexes. Great for tracking my progress
Ashley P.
Personal capital has been a game changer for tracking net finances and networth. Not only does it let you set financial goals for retirement but it allows you to track all your accounts so you can really see where you’re at financially with your networth. I highly recommend this financial app to anyone who wants something organized & easy to manage!
Alex T.
Personal Capital is my one stop shop for managing finances! Consolidating reporting for all my accounts across multiple platforms and providing me the ability to see my portfolio as a whole but also drill down when I want to. Its been so helpful and easy to use that I have even been able to convince my wife to use it!
Nick
My favorite all in one place tool that helps me manage my accounts in a clear and concise way!
James S.
Personal capital is just great. I use both mint and personal cap and I find that both have their use cases for tracking personal financial accounts. Personal cap has much more powerful tools for examining the investment products that I own. The longer that you use it, the more helpful it becomes by incorporating trends and more historical account data.
Trent
Great product! Tracking my net worth is an invaluable tool.