Personal CapitalReviews of personalcapital.com

I've been using Personal Capital for almost 2 years now. It has become vital to the management of my personal wealth allowing me a high-level overview of all my accounts. I can take a quick look to check my spending, ensure my accounts are up to date, and make important investment decisions. Personal Capital also comes with a host of other tools like investment checkup and retirement planner to make these tasks, arcane to most, simple. I have not used their wealth management advisor services. Overall, the team behind Personal Capital set out with a mission to make wealth management cleaner, easier, and more accessible. They've achieved all these aspects with a beautiful platform and great service. I look forward to using it for years to come!

I'm very happy with the service (mobile & app). They work seamlessly and provided a consolidated view of all my assets. I specially like how you can view your investment distribution by sectors, foreign vs US, bonds vs stocks. It offers another perspective and more insights about your money that I haven't experienced in other services.

Personal Capital is an excellent tool to track personal assets and liabilities across multiple accounts. The reporting is verbose and the visualizations are concise. I'm sure this is an app that even Edward Tufte could appreciate!

Amazing. Good service. Works well. Helps a lot

I like the way I get a visual snap shot of my finances at any given time, via various views.

Very helpful application to keep your finances in order, I would certainly recommend it.

If you are even remotely serious about your finances but don't use Personal Capital, I would challenge that assertion. This is a must have tool for anyone who takes their finances seriously and wants to improve their financial situation.

Very helpful in managing my entire financial picture.