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Personal Capital Budgeting & Investing review

Published & copyrighted by Personal Capital Corporation
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Personal Capital is the smart way to track and manage your financial life. We combine award-winning online financial tools that provide unprecedented transparency into your finances with personal attention from licensed financial planners. The result is a complete transformation in the way you understand, manage and grow your net worth.

THE MODERN WAY TO TRACK AND MANAGE YOUR NET WORTH

Our unique combination of people and technology makes Personal Capital the smart choice because you can see all of your accounts in one place. Our dashboard provides real-time data that uncovers trends and accurately reflects your cash flow. And as fiduciaries, our advisors are legally bound to act in your best interest so we will never put our personal financial gain above yours. Let Personal Capital help ensure that you’re always moving towards your financial goals – at significantly less cost than traditional financial advisors, and with no hidden fees.

PERSONAL CAPITAL: MILLIONS OF PEOPLE. BILLIONS IN ASSETS.

“2014 & 2015 CNBC Disruptor 50 List” – CNBC

"Best 5 Free Apps to Invest Smarter" – CNN

“Time Magazine's 50 Best Websites” – Time

“Best Online Tool to Track Your Investments” – Forbes

"App Store Staff Pick" – iTunes

"Editors’ Choice" – Macworld

“One of the top Registered Investment Advisors (RIA) in America” - The Financial Times

“Minimal account connection hassles, detailed financial information, and the option to speak directly with a financial advisor make Personal Capital the best free finance tracking app available.”

– Macworld

SIGNUP FOR FREE

With the free Personal Capital app, you can easily and quickly link your accounts. We integrate with over 14,000 financial data sources, including Fidelity, Schwab, Wells Fargo and thousands of local and regional credit unions. You can be up and running in about a minute for a 360° view of your financial life.

PERSONAL CAPITAL FOR APPLE WATCH

Set a spending target and track it on the go

Review new transactions

INTERACTIVE CASH FLOW TOOLS

Create and follow a budget

See if you’re spending more than you’re making

Monitor credit card balances

See detailed income and spending by category or payee

Drill down into a category to see transaction details

Review transactions in the last 24 hours with the Recent Transactions Today extension

TRACK YOUR INVESTMENTS

What’s the market doing? And how is it affecting your assets? Track the numbers by account, asset class or individual security.

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Compare your portfolio against major market benchmarks and stay on track to meet your investing goals.

Install the Holdings Today extension to track daily market and individual holdings movement.

PERSONALIZED INVESTMENT ADVICE

Personal Capital advisors are licensed financial advisors who provide customized advice tailored specifically to your goals.

BUILT-IN INVESTMENT INTELLIGENCE

With Investment Checkup, you can compare your portfolio’s allocation to the ideal target allocation and see how well your investments are doing. Uncover opportunities for diversification, minimize risk, and pinpoint hidden fees to fine-tune and improve performance.

UNCOVER HIDDEN FEES

Is your portfolio working as hard as it could be? The Allocation Checkup feature could save you thousands on expensive mutual fund fees.

PLAN FOR THE FUTURE

Get a quick retirement plan based on your actual financial data

Easily add future goals like a home purchase, remodel, college spending, vacations

See the impact of your future goals on your overall financial health

BANK-LEVEL SECURITY

You can use the Personal Capital app with confidence. Our two-step remote authentication process builds in an extra measure of security to verify your identity and your device, so you can manage your money and finances knowing your data is safe.



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Author:
Personal Capital Corporation
Rating:
4.5
Voted:
9250
Size:
60.5 MB
Version:
6.1
Languages:
English
Content rating:
Rated 4+
Compatibility:
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
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