Jordan
Good stuff
Good stuff. I need to type more words. Sometimes I think I’m all alone in this world. Then I hear the voices and I know I’m not alone. Anyways, use personal capital

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
Jordan
Good stuff. I need to type more words. Sometimes I think I’m all alone in this world. Then I hear the voices and I know I’m not alone. Anyways, use personal capital
Paul
This tool really helps to plan or month and longer term objectives much more thoroughly then before. The ability to see a cash flow is awesome.
Basjo21
Like the app, lots of information. Doesn’t always sync well with my back, but that’s on my bank. Good job overall. Prefer over Mint.
Jesus
Love this app, better than mint!
Danielle
We're a LEAN FIRE family and personal capital is the only tool that allows us to see our projections accurately. I love the tracking and retirement projections, which shows what we spend monthly has a bigger impact than what we save total. The graphics are wonderful and make it easier to visually imagine our results. The manipulation level is very flexible and allows us to meet our needs. We don't use all the features, and I continue to be a little uncomfortable having ALL our financial information in one place - but they're protected.
Paul
Personal Capital has really kept me on track with all of my finances. Great app
Swapnil D.
Personal capital is a one stop shop for all your financial management and planning. I like creating new custom category for budgets, uploading receipts, asset allocations, excellent user interface, auto refresh with all banks and brokers. Only caveat is that it don’t show up in-process transactions or upload receipts for in-process transactions which is not a big deal. I highly recommend this product for all your financial planning needs.
User
Not very aesthetically pleasing. A lot of accounts won't connect that do on mint.com.