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719 reviews
Personal CapitalHonesty, pricing, process and quality scores appear once 5 customers have rated them.
Personal 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 Rated Honest, with an average rating of 4.4 out of 5.
Showing 108 reviews with 4 stars · Clear filters
AlexB
Posted
Great free resource for tracking investments. I really appreciate the simplicity of the interface, the help resources/literature, and the ability to elect for advisor services on my own terms.
Jason
Posted
Having been a long time user of Quicken I found Personal Capital to be a great program and very easy to use. I haven't totally made the switch because my only critique would be if the users had the ability to update/change the expense categories. I need greater detail in my expense analysis and I personally think this is the ONLY feature Personal Capital is missing. Thank you,
Andrew
Posted
Overall the tool works great and has some really nice features. My only complaint is that occasionally there are issues with accounts authenticating and can be a bit of a headache to resolve. Sometimes the issues are with the api of the financial institutions personal capital connects with so I know it is out of their hands. Great tool would recommend to anyone looking for a better overview of their accounts.
Spencer G.
Posted
Personal Capital helps with all aspects of finances in one place. The automatic updating and unlimited options makes it one of the easiest most essential pieces of web based software available. I have been using it for years and wouldn't use anything else.
Nicole
Posted
I appreciate having all of my detailed financial information in one place. It gives me an overview of my financial "health" and shows trends and has helpful tools for managing my resources. My information is always accurate and up to date.
Adesuwa
Posted
I love Personal Capital! I use it for everything not just for my finances but also for my loans and investment accounts. It is very accurate and also gives me information like if I'm paying more for management fees or or if I need to change my portfolio. This is definitely the best product out there.
Rory
Posted
PC is better than Mint for tracking networth and retirement account balances over time. However, I tend to use Mint for tracking transactions and looking at trends in my spending.
DCIS
Posted
very good to see your net worth, but it incorrectly assumes I have more money than I do when I move money out of my bank into my investments. The money is credited on my investing account before it is removed from my bank, and this app doesn't adjust for that. There is also a lag between my checking account and the app's listing.
