newUserCali
Great visuals and concept but...
Great visuals and concept but... Account updating needs work. It often displays outdated information which leads me to go back to accounts individually to try and understand what the actual value is.

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
newUserCali
Great visuals and concept but... Account updating needs work. It often displays outdated information which leads me to go back to accounts individually to try and understand what the actual value is.
Matt
Personal Capital is a great tool for monitoring my assets. However, I regularly have sync issues with my various accounts.
Heidi E.
Excellent resource. Great for the beginner investor who's learning about what they're invested in and what their net worth is. I check it daily and use it for goal setting.
Ariel
Finally I can have a big picture vision of my finances, all in one place, with constant updates. Thank you, thank you, thank you!
Dornubari V.
Great tool to monitor your investments and budget.
Greg
Excellent software to keep track of your income, expenses, and investment accounts. Easy to use, clean interface, regularly updated and improved.
Pete R.
seems very self serving to this company
Chris
Not all accounts link nor automatically update. Customer support is HORRIBLE!!