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peronal capital
user friendly

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
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user friendly
Robert
It is really convenient to use Personal Capital.
Brett
This thing is damn near perfect. No ads, easy-to-interpret high-level views, great drilldown tools, and up-and-coming advice tools. I love Personal Capital.
Mikaela
This website has really helped me track finances all in one place. It also offers great tips for your portfolio and investments
David
The personal capital app has taught me a lot about my net worth. I can see what i have, it updates daily, and it keeps me motivated to improve my situation. I wish we could squeeze the full site into the app, that's where I've benefited the most. The investment analyzer opened my eyes to mutual fund fees! It's a great product and it might make me a full personal capital client in the future.
Nick
Love how this aggregates my financial information and can show me historical changes day-by-day. My 401k shows me what funds I have and how many shares, but doesn't offer a good way to see how the value of each holding is changing over time independent of my contributions, and this service solved that problem perfectly.
Trevor
Great application for managing all of your financials in one place.
John K.
Great service for those who wish to remain fiscally conscious.