Monitor all your investments, retirement, and finances with the only portfolio tracker you’ll ever need.

The Personal Capital Finance app is the smart way to track and manage your personal finances. Now you can see all your accounts in one secure place—bank accounts, stocks, retirement funds, and investments. Use our free, award-winning tools like the Retirement Planner, or talk to a financial advisor to get a personalized plan for your retirement. This is more than a portfolio tracker—this is professional-grade tech to help you budget, track spending, and take control of your finances.

With Personal Capital, you can see all of your accounts in one place. Manage your bank accounts, 401k, IRA, investments, stocks, and even debt, all on our dashboard.

PERSONAL CAPITAL: Join over 2.4 million people who use our free tools.
“Personal Capital is the tool to beat.” – The New York Times, August 2018
“2019 FinTech 50” – Forbes
“Time Magazine’s 50 Best Websites” – Time

"Best for Portfolio Management" - for 2020 by Investopedia





Set a spending target and track it on the go. Quickly check your status by day, week, month, or year. Access your spending simply by checking the date.

At Personal Capital, we keep your best interests in mind. This includes not selling your personal information. And if we share your information with third parties to help us deliver our services, we require that they don’t sell your personal information either. After all, nobody wants their contact information sold to telemarketers. Want to learn more about this? Please see our privacy policy at

* For more information about Personal Capital’s advisory services, including fees and full disclosures, visit

© 2020 Personal Capital Corporation. All rights reserved.

What’s New

Version 12.8

Try the new Portfolio Holdings widgets on iOS 14! See your portfolio performance right on your home screen.

Ratings and Reviews

4.7 out of 5
29.3K Ratings

29.3K Ratings

gwph ,

Great app and it may come with a personal human advisor!

This app consolidated all of my accounts including different fund companies, brokerage accounts, 403 retirement accounts,401 accounts from my wife and my work companies, our trust accounts, several bank accounts and hard assets as well. Our loans and credit card accounts are available at a glance too. It has the SEP Roth and IRAs all noted and totaled in one easy to view layout. It helps keep track of a budget with categories (customizable) for monthly year to date and specified time periods. I can tell with an encrypted sign just where I stand. The planning feature for education and retirement plans is great and easy to use and modify for different scenarios. Asset allocation as well as major holdings are easily identified. My cash flow is easily followed all year long with the budget module. The use of the app is free and gives one a very in depth financial snapshot at a glance.
Personal Capital also offers a financial planner if one doesn’t want to go it alone. The advisor assigned works hard to put your interests first for your own good Fiduciary rep. Vs the company or their own enrichment. You will love the app especially once you realize the value received from it.


Goodbye Quicken, Hello Personal Capital!

After 23 years of using Quicken, yesterday I said goodbye. Instead, after thorough online research, I signed up for the FREE Personal Capital service, which I can’t rate high enough for the ease with which I could add a large number of banking, investment and credit card accounts to my Personal Capital account, and the incredibly user-friendly interface and seamless aggregation of all of our financial accounts and data. The state of the art security features built-in to Personal Capital were the clincher for me. Quicken’s subscription model for a product that is buggy and has not kept up with the times (no viable IOS product offering, an inferior Quicken for Mac product, etc.) is no longer acceptable to me. I absolutely love the way it is so easy to keep completely up to date with our finances through the Personal Capital program, and how there is instantaneous syncing of the data in the desktop and IOS Personal Capital apps. While I will lose some functionality that was offered by my Quicken for Windows product, that is more than made up by the many advantages offered by Personal Capital. I highly recommend Personal Capital.

Borrmu421 ,

So far so great!

I have tried numerous personal finance applications, and settled on Mint for the longest time; only because my financial institutions weren't available through those other apps. Then I heard about Personal Capital and thought I'd give it a try, and so far so great!

It syncs with my credit unions which is rare, and MUCH appreciated. I can link my investment accounts and get professional advice. After using other apps, I have to say that they seem more geared towards children. Mint is a little more robust, but Personal Capital seems to have it all. It's made for us grown-ups, and gives you all the tools necessary to manage your finances and help improve your financial well being.

Not to be understated, is the fact that they have apps for phones, tablets and desktop interfaces. Most other apps only offer phone apps which can be annoying to interface with unless you're just checking something quick while on the go. Mint does have all 3 as well, I just don't like their implementation of the interface as much and the tools they offer. Keep up the great work, and hopefully a year from now I'll still feel as good as I do now.

App Privacy

The developer, Personal Capital Corporation, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Purchases
  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More


Personal Capital Corporation
68.4 MB

Requires iOS 11.0 and watchOS 3.0 or later. Compatible with iPhone, iPad, and iPod touch.



Age Rating


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

  • Siri

    Get things done within this app using just your voice.

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