Personal CapitalReviews of personalcapital.com

Works really well, great way to visualize all of my finances in one place.

Only downside to me is I can't link my local credit union

This app works well with few glitches. Unlike the others that constantly ask to sign your accounts again and again. Offers me the financial summaries l need.

Needs to get more familiar with it, but it is what I needed fore

I use Personal Capital almost every day, and it is incredibly helpful to view all my finances in one location with minimal advertisements (looking at you mint.com). I'd rate higher, but as of now, Personal Capital is really lacking in cryptocurrency support, and I'm having to manually enter my crypto and adjust their values on a regular basis. Also, 2FA seems to not work very well for certain organizations. Overall, I'm very pleased.

I don't like how it triggers security checks by the sources like scottrade for example then asks me extra security questions when logging in to their system normally, or interactive brokers causes by 2factor alert to go off when the system logs in. That is really the only pain point. 53rd brokerage accounts seem to be broken too

Great visuals and concept but... Account updating needs work. It often displays outdated information which leads me to go back to accounts individually to try and understand what the actual value is.

Personal Capital is a great tool for monitoring my assets. However, I regularly have sync issues with my various accounts.