Great
719 reviews
Personal CapitalPersonal 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 Consumer Courier, with an average rating of 4.4 out of 5.
Showing 498 reviews with 5 stars · Clear filters
Brandon
Posted
Personal Capital has a large array of offerings for tracking with no price tag. It does the job of tracking investments overtime better than any service I've used which is why I'm rating them a 5 for their core feature. Other places do budgeting better but from a purely tracking standpoint Personal Capital is the winner.
Nicholas
Posted
So far the software has been awesome! Really shines visibility into your finances, particularly your investments. I think that the banking categorization is great too, could use very minor tweaking with some of the uncategorized expenses that get pooled together. My only suggestion with that is that when you set a uncategorized expense into a listed category, all other purchases from that company/vendor should automatically be changed to that category that you selected in the list. That would save time and energy from having to change each and every one from the same vendor.
Brian
Posted
I wanted something that would help me see where I stand financially. Personal Capital is helping me see where I am and where I want to be when I retire. I will be using their financial advisor in the very near future.
Michael
Posted
Better than mint!
Shedrick
Posted
A great dashboard to see all of your accounts in one place. Enhances financial decision making.
Alan
Posted
Awesome tool for managing your accounts
Samuel
Posted
It's nice to have all of your account balances in one spot. This is a pretty good app.
Christy
Posted
Love that I can access so many accounts and see such specific information on my stock accounts.
