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Personal Capital Money and Investing

By Personal Capital Corporation

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Description

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.

+Portfolio Checkup
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.

Screenshots

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Customer Reviews

Updated Rating

I am changing my rating from 2 stars to 4. The author has followed up on my issue and acknowledge that it was actually theirs! The only remaining concerns are that two of my accounts (Sam's Club Discover) and USAA
Investments are having issues. The Discover card is not yet supported and I don't yet understand the USAA problem. Tech support has been excellent since my first rating. I strongly endorse this app.

Fantastic app

I don't know anything about their advisory services, but the app is incredible. The only change I'd like is Zillow home value integration, but that's not a big deal because manual updates are easy.

Personal Capital is MUCH better than Fidelity FullView, which is not usable.

This app is incredible

Ally finances in one convenient app. I've tried others that come close but this app does it all. No need to pour over individual bank statement. Does a great job at categorizing transactions that only needed a few modifications. A rare joy amongst the sea of apps available.

Personal Capital Money and Investing
View In iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Finance
  • Updated: Feb 27, 2014
  • Version: 3.6
  • Size: 24.1 MB
  • Language: English
  • Seller: Personal Capital Corporation

Compatibility: Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5.

Customer Ratings

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