Personal CapitalReviews of personalcapital.com

This company is helping people who is looking for financial services

Dashboard is clean and easy to read, they actually partner with AMEX for charges unlike competitors who miss this crucial partnership for true financial overview.

It's really flexible application with ability to track different category of investment instruments against the benchmark gain keep track of goals with respect to varying market challenges.

My only issue is that I joined in June and I cannot link my bank past statements back to January 2022.

I'm a retired Portfolio Manager from a major Wall Street firm. I think Personal Capital is a great way to safely view various accounts in the aggregate without putting all of your faith in one institution. Personal Capital provides good ways to view your accounts and their holdings, and with many good tracking applications within the site. As a "self-directed" investor I do occasionally get annoyed by the pitches to manage my investments. I do wish they had a way I could pay for the services I use and not feel like I have random advisors trying to pitch me on a fee based account. I know they have to have a revenue source, but I would happily pay for the benefit I receive.

personal capital is a great resource I check it daily. I appreciate the ability to get real time info on my investments and plan what I have for retirement and how long it is projected to last. Of course the recession has tweaked it somewhat Most of my assets are in Fidelity Plan to establish a money market account after liquidating some of stocks (brokerage) first and use this money to supplement my social security and small pension while living in retirement

Easy to add accounts. Love the budgeting part, I don’t use that, but really appreciate that it’s available.

I genuinely love Personal Capital. I’ve never had a wholistic view of my net worth before. It provides easy visibility to spend categories and how I’m tracking on expenses vs prior month. I have a few retirement accounts so it’s nice having an aggregated view of all my accounts in one centralized space. I would highly recommend Personal Capital. Both the desktop and mobile (app) view are user friendly.