Personal CapitalReviews of personalcapital.com

It would be really helpful for budgeting purposes if we could also include monthly recurring bills.

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.

Having been a long time user of Quicken I found Personal Capital to be a great program and very easy to use. I haven't totally made the switch because my only critique would be if the users had the ability to update/change the expense categories. I need greater detail in my expense analysis and I personally think this is the ONLY feature Personal Capital is missing. Thank you,

Great application for managing all of your financials in one place.

Overall the tool works great and has some really nice features. My only complaint is that occasionally there are issues with accounts authenticating and can be a bit of a headache to resolve. Sometimes the issues are with the api of the financial institutions personal capital connects with so I know it is out of their hands. Great tool would recommend to anyone looking for a better overview of their accounts.

Great service for those who wish to remain fiscally conscious.

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.