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Personal Capital Money and Investing

By Personal Capital Corporation

Essentials

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Description

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

START NOW 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
Add the app to Glance views to quickly check status by day, week, month or year
Access your spending simply by checking the date

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.
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. You can talk with your advisor however you want – FaceTime, email or phone.

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.

What's New in Version 5.4

-Custom date ranges are now available
-Force touch on iPhone 6 and 6+ for previewing accounts, transaction details, holdings, cash flow and category spending as well as app shortcuts
-Monthly Spending extension for the Today screen
-Improved charting and graphing with interactive data
-ADA support with voiceovers as well as reduce motion and increase contrast

Screenshots

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Apple Watch

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Customer Reviews

Dear Personal Capital...

Really this is a great service. I've loved using your services to track my investment positions across my different accounts. It is fantastic being able to see the real allocation that I have in my total portfolio. One thing I would really like to see in your service is the ability to see your return over the period of time that you view charts. When I switch the time frame that I see on my graph, the percentages that are shown for me, the S&P 500, foreign markets, and all of that stay showing the one day change. When I switch the period of time that I am viewing, I want the percentages above the chart to also change to reflect the time period I am viewing. This would be a nice feature. Also, on the allocation view I want to see percentages on each of the boxes. That would be nice to see at a glance. Really though, you have an upstanding service and I have enjoyed using it. Keep producing solid features and improving the service and I will keep using it! Thanks!

Perfect!

Perfect app... But, I've decided that I'll begin docking applications -1 star for their seemingly endless attempts to prompt users to 'rate them in the app store.' Just leave me be! If I like your app, I will feel a genuine compulsion to let others know that fact (thereby, increasing popularity and potentially investment capital available to improve the app further) by providing a five star rating in the app store.

Any further attempts to interrupt me with dialogue boxes asking for my opinion (in which, of course, positive feedback is siphoned to the app store while negative is diverted to, well, less public channels/less influential channels) will receive appropriately damaging scores.

How ya like them apples?

Annoying, Useless Graph

1) The graph at the top takes up HALF of the screen! Return it to the previous size! There's also a wasted centimeter of white space above it, and he ugly Y-axis on the right throws off all the symmetry. Makes me not want to even use this increasingly cluttered app.

2)I shouldn't have to sign in every hour to get up-to-date transactions and stock performance in the widget. What's the point of having a widget if you have to actually open the app and sign in for it to load data?? People will never use that feature if it's this tedious.

3) What on Earth is with the ugly font that came out a couple versions ago? The original font (Helvetica?) looked very professional. This latest font looks like a fourth-grader typed it!

Personal Capital Money and Investing
View In iTunes
This app is designed for both iPhone and iPad
Offers Apple Watch App for iPhone
  • Free
  • Category: Finance
  • Updated:
  • Version: 5.4
  • Size: 37.3 MB
  • Apple Watch: Yes
  • Language: English
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

Current Version:
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