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.
Showing 108 reviews with 4 stars · Clear filters
PatrickG
Some great technology but not particularly impressed with their investment performance! I give them high marks for diversifying but I have little difficulty beating their performance! I keep only a portion invested with them as a hedge on the off chance I am wrong:) The Rebranding was a remarkable stupid decision!
Eric J.
I would like the retirement calculator to have adjustable returns. Also, being able to adjust incorrect entries pulled in from accounts. When things are wrong, there is no way to correct them.
Alex
Personal Capital is a fantastic investment tracking and total Net Worth tracking application. It’s extremely easy to use and helps to even show you how prepared you are for retirement even taking inflation into account based in a goal retirement date. I’ve heard about this app from multiple financial podcasts and tried it out. I immediately disconnected Mint from my accounts and deleted that app to use this. I still use EveryDollar for budgeting purposes though. To make this a 5 star app/program, I’d love the ability to budget out specific categories and I’d like to do away with the “smart categorization” of transactions. They’re often wrong and take more time to correct the category than it would be to simply categorize each transaction as it came in. It would also be nice to be able to exclude certain accounts from cash flow / budget calculations (such as 401(k) investments, HSA purchases or contributions, etc…) EveryDollar is still by far the best budgeting app I have ever used but personal capital is wonderful for everything else. I’m blown away by the features that are offered without a paid version.
Joanne S.
This is a very early review. I had issues linking accounts, finally working. Not sure what occurred and why but just tried it and it works. The Linking of Accounts from Institutions should be redone to be selective on which accounts to Link. Currently, have to manually "remove" accounts after they are linked and most likely data copied over. Will set up a review in a month or so and see how much better this is than having used other products.
Typo D.
Great UI, good way to track your net worth as it grows. Has difficulty linking with certain banks or sites like CapitalOne or Webull. Sometimes when I log on to the site and hit sign in it just freezes at the log in screen, but then I hit refresh and it takes me to my dashboard.
Anthony
Very useful in tracking my networth over time.
Cheryl B.
Love this app! I log in a few times a week to track my net worth. Easy to use once all accounts are linked.
pak346
I've used PC for a while now, and I really like all the features and how generally easy it is to navigate around the site. Both the desktop and phone apps work great and are intuitive to use. The only downside is account integration sometimes doesn't work (especially with Robinhood). I don't know if it's an issue with PC or with the other accounts, but it makes it hard to really want to use PC when I can't sync all my accounts. Other than that, I really like everything about PC.
