Worried about the market? It’s time to get a plan. This is more than a portfolio tracker, this is powerful technology to help you take control of your finances. Welcome to the smart way to track and manage your personal finance. Now you can see all your accounts in one place—bank accounts, retirement funds, and your investments. Use our award-winning tools like the Retirement Planner, or talk to a financial advisor*, from your home. This is more than a portfolio tracker, this is powerful technology to help you take control of your finances.
MANAGE ALL YOUR ACCOUNTS IN ONE PLACE
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
“I haven’t seen any other tool like this.” – Jean Chatzky, Real Simple Smart Money, August 2019 in reference to the Smart Withdrawal™ tool.
START NOW FOR FREE
INTERACTIVE CASH FLOW TOOLS
TRACK YOUR INVESTMENTS
PLAN FOR RETIREMENT
PERSONAL CAPITAL CASH™ - one secure place for your cash
For additional information and to see full terms, visit personalcapital.com/cash.
PERSONAL CAPITAL FOR APPLE WATCH
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.
WE DO NOT SELL YOUR PERSONAL INFORMATION
* For more information about Personal Capital’s advisory services, including fees and full disclosures, visit personalcapital.com/wealth-management.
© 2020 Personal Capital Corporation. All rights reserved.
For our advisory clients, as you complete milestones on the Financial Roadmap, you develop a Planning History that you can now refer back to on your mobile app!
Ratings and ReviewsSee All
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.
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.
- Personal Capital Corporation
- 83.4 MB
Requires iOS 11.0 and watchOS 3.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- © 2020 Personal Capital Corporation
With Family Sharing set up, up to six family members can use this app.
Get things done within this app using just your voice.