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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
Luke
Posted
Love the app, just kind of confused on understamding the monte carlo siimulation in regards to the 10th percentile and median numbers listed. But the tracking of all my accounts and balances is phenomenal. Use it daily or weekly
Michelle
Posted
Very useful financial tool. I would give 5 stars if it would track my data for manually entered loans like it does for other loans, so I could see my actual progress!
Luke
Posted
Nice overall view of all my finances. I wish tagging expenses was a little easier how it is with the Mint App so I could budget better with small expenses.
James
Posted
I check it often and use it to track my spending and income, as well as investments. It's been fun, and I enjoy the visual, and the ability to see everything in one place. I just wish there were options to add crypto accounts and other manual entries to get a more accurate and full picture for things outside of banks and investment accounts.
DP
Posted
Same mortgage showing under loan, and mortgage, twice.
Scott
Posted
Good basic functionality. Great graphics. Account integrations fair.
N.Y.
Posted
Excellent software and dashboard. Only missing a star because there's no option to pin the sidebar upon opening the webpage and because the budgeting part of the website is lacking compared to competitors. A more robust budgeting system and a pinned sidebar makes this 5 stars easily due to ease of use and helpfulness.
Latisha
Posted
It took me a long time to finally implement the use of this tool despite numerous great reviews. Once I finally decided to use it- the process was easy and simple (this was my fear) and the dashboard provided me with an overview of my situation and gave me tips. Its only been a few days so I will update my review in a couple of months....
