Personal CapitalReviews of personalcapital.com

Personal Capital is my one stop shop for managing finances! Consolidating reporting for all my accounts across multiple platforms and providing me the ability to see my portfolio as a whole but also drill down when I want to. Its been so helpful and easy to use that I have even been able to convince my wife to use it!

My favorite all in one place tool that helps me manage my accounts in a clear and concise way!

I like the platform and the tools available but the issues with connecting some of my accounts has been a pain. Overall, it’s cleaner and easier to use than the now ad infected Mint.

Personal capital is just great. I use both mint and personal cap and I find that both have their use cases for tracking personal financial accounts. Personal cap has much more powerful tools for examining the investment products that I own. The longer that you use it, the more helpful it becomes by incorporating trends and more historical account data.

The only thing that Personal Capital struggles with is categorizing transactions. It is actually quite terrible and when you change a single manually categorization there is no option to apply it to all other transactions with that name. Mint is much better here.

I like it for keeping track of where all my investments and cash is, and measuring my net worth. But I'm still waiting and hoping for you guys to implement the ability to link crypto currency wallets. I have many manual banks that I have to manually go through and adjust the balances of my crypto. As well as my Spend and Borrow accounts with M1 Finance. I also can't measure the allocation of my crypto relative to the rest of my overall portfolio without doing it by hand. It's not really a big deal for me but I would have given you guys 5 stars if you had this feature. Thanks for making it free though I really appreciate that.

Great product! Tracking my net worth is an invaluable tool.

This is a great tool and their customer support is helpful.