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I have asked repeatedly for my accounts …
I have asked repeatedly for my accounts to be fixed. Yet nothing seems to load properly at all anymore. I still keep it around, but I have absolutely no faith in the app. Over it.

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
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I have asked repeatedly for my accounts to be fixed. Yet nothing seems to load properly at all anymore. I still keep it around, but I have absolutely no faith in the app. Over it.
Tyrel P.
Only thing missing is better Budgeting capabilities, 5 stars for what it does.
Reviewer
Very helpful, I have many investment/bank accounts and this app helps keep me organized. A few comments: Ally Bank CC - I am having difficulty linking my cash back credit card w/ Ally. Asset Allocation - I would like to see an equity style box summary for ALL stocks both international and domestic. - Like many others, I have my investments divided among a variety of mutual funds and frankly I have no clue what my top 10 (individual stock) holdings are. This would be interesting to see.
Mitch
Great financial tracking tool! Personal Capital is a great tool to watch your net worth grow and to keep track of your financial health. My experience has been very positive. Pros: - Great interactive visualization tools (graphs, charts, etc) - Quick updates to changes in accounts - Good mobile and web interfaces Cons: - Spending categorization is often incorrect, leading to some strange reports (for example my landlord's company has a similar name to an electronics company so my monthly electronics bill is through the roof when in reality it is generally $0)
Logan
Love the app. Wish it synch'd with Robinhood but overall great.
Cory M.
Overall Personal Capital is amazing and is rightly hailed as the mint.com for investors. However... I think they have grown too big too fast and are struggling to keep up with integrating with many investment accounts. I have submitted my request to have Bank of Kansas City added 3 times now and my ticket keeps getting deleted without any action. What's funny us that they already support the same service portal as it is used for many banks...its low hanging fruit that they simply don't have time to resolve which tells me alot. I get that I am not paying for their premium services.... But I certainly could in the future and that decision will be based on the service I receive now. They need to take a step back and focus on the customer. Regards CM
Daniel
Great app easy to use , I would like to see a transfer of data to a software for tax purposes in the future
Marcus
Makes it possible to monitor all of my accounts in one place.