Personal Capital Money and Investing
By Personal Capital Corporation
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Personal Capital is an award-winning app that enables you to see your entire financial picture, up-to-date, at a glance. Monitor your personal finances any time, anywhere, with easy-to-understand charts and graphs of your income, spending, and investment performance. Advanced analytics and expert advisors provide an in-depth financial checkup and personalized investment strategy. With Personal Capital, you can live a better financial life.
iTunes App Store Staff Pick
Macworld Editors’ Choice
Best 5 Apps to Invest Smarter -CNN
Time Magazine's 50 Best Websites
“Minimal account connections hassles, detailed financial information, and the options to speak directly with a financial advisor make Personal Capital the best free finance tracking app available.” – Macworld
+A 360° View of Your Financial Life
Link your accounts using Personal Capital for a complete financial picture. At a glance you can see your checking & saving accounts, credit card spending, and investment performance. The first step to living a better financial life is having all your accounts in one place.
+Track Your Investments
How’s the market doing? More importantly, how are YOU doing? Compare your performance against major market benchmarks using the Personal Capital “You Index” and stay on track to meet your financial goals.
+Asset Allocation Review
Built in financial intelligence will review asset allocation and uncover opportunities for diversification.
A quick portfolio check up can potentially save thousands on expensive mutual fees.
+Get Help Meeting Your Financial Goals
On the road to financial success, it helps to have a guide. As a Registered Investment Advisor (RIA), Personal Capital provides objective financial advice tailored to your goals. Talk with us if you want, how you want -- FaceTime, email, or phone. We’ll assign a personal wealth management advisor to discuss your needs.
+Bank Level Security
Use 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 remotely knowing your data is safe.
+Get Started Now
Linking your accounts is simple – we integrate with over 10,000 financial institutions. It takes just a minute to download the app and discover a superior way to manage your money.
What's New in Version 3.6
+App badge displays the number of unread notifications from outside the app.
+Ability to soft sign-out from using the "lock" icon added to iPad. Keep your information secure without having to re-enter your username when you return.
+Lists of transactions, holdings, and more display their total at the bottom.
+Original descriptions for transactions added to iPad in edit mode.
+Assorted Bug fixes.
This is what I've been looking for...
I've been using a different app that is very similar but doesn't have the ability to track overall investments/performance, portfolio allocation, or individual holdings via the app. This app has all I need.
One request: allow the ability to create new spending/expense categories in app
A Fine App!
This app is the best tool for bringing together multiple accounts. It may even end your reliance on spreadsheets for investment tracking! Very good investment account analysis, and provides info on how well balanced or risky your holdings are. Very worthwhile!
It is awesome, but it would be nice if we can classify stocks
Compared to mint, this app is definitely oriented to investors. Since half of my wealth is in equity, I naturally switched from mint to personal capital. More work needs to be done, but overall very nice app!
- Category: Finance
- Updated: Feb 27, 2014
- Version: 3.6
- Size: 24.1 MB
- Language: English
- Seller: Personal Capital Corporation
- © 2010-2014 Personal Capital Corporation
Compatibility: Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5.