Great
Based on 719 reviews
Personal Capital4.4Honesty, 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 Folks Told, with an average rating of 4.4 out of 5.
719 approved reviews, newest moderated first
Kent G.
As a former Quicken user, I can't see paying $45/year to buy a subscription. I tried Personal Capital and am very pleased with it's interface, performance and pricetag. The only weakness I can see is the inability to track cash purchases or do online updates of manual accounts. Otherwise, I think I'm hooked.
Kavya T.
I like that I can view all of my accounts here but the UI isn't the best---the separation of accounts isn't very clear and the graphs aren't the most intuitive. I'd also prefer to see my spending in terms of pie charts and bar graphs (in addition to the line graphs, which are helpful sometimes but not a majority of the time.)
Dan M.
Not the easiest site to link accounts to but a great tool to get everything in one place. It is great for a person that is debt free and trying to figure out what to do with those extra funds. It is a must have site if you have multiple investment and bank accounts to give you a true overview of your financial situation
Takumi
Honestly such a great app. Love that it connects to my employer's retirement accounts.
Jacob
Great product. Very useful.
Nick C.
I check this app daily. I love that I can see changes in my 401k, credit card balances, and home value all in one place and in live time.
Mike M.
Awesome app and web dashboard for tracking your net worth. I love how it shows you how much equity you have in your house and also the way it tracks every single stock trade. Bravo.
Eric L.
If it weren't for some connection issues with a couple of my accounts I'd rate 5 stars. I like the retirement calculators, but they seem not to user friendly. Also not geared toward those interested in FIRE (Financial Independence Retire Early).
