J. R.
Fantastic!
Excellent way to track and monitor!

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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
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
J. R.
Excellent way to track and monitor!
Cooper
The best software i've found.
Annie
I like that i can see all my finances in one place. It's like Mint but it's got a better, cleaner, more intuitive interface and better investment insights.
Brandon
The App and Website are both very user friendly, intuitive, and stable. I won't use any other similar service! AAA+++
Kay
Convenient to use & monitor, all accounts in one place, clear breakdown of investments
DD
This is great! I thoroughly enjoy this app. Everything in one place. I'm a nerd, and this makes it super easy. Always up to date.
Katherine
Personal Capital has helps me feel like I have a handle on my finances. Easy to track all my accounts in one spot, and keep a balanced (and growing) budget. Thanks!
Adam
I use YNAB (you need a budget) for tracking daily expenditures. I really wanted an app that would track all my account balances in one place, including investment accounts. Intuit products are too unstable and unpredictable. The app user interface is awesome and I like the simple, succinct investment input it provides. All in all, it's a great product so far.