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Personal Capital Budgeting & Investing

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.

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.

“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

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.

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

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

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.

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.

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.

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

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

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 5.7

+ Balance charts added to account details for iPhone.
+ New feature for adding an image or receipt to a financial transaction. Keep receipts, photos, statements associated with transactions.
+ Fixed usability issues with swiping to open the side menus.
+ Fixed issues with accessibility for those traveling abroad in certain countries.
+ Performance optimizations.


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Customer Reviews

Great App, Better Company

I should have written this review a long time ago. As many have written, the free app is amazing and should really be used by anyone that tracks their finances and is serious about investing.
I am now a client, having gradually, over the course of a year, transferred most of my investments under Personal Capital's financial managment services.
Yes, I know that .89% is quite a bit. I am not a novice to investing, but can tell you that not only have I made much more than I would have on my own (I would not have bought as much foreign stock as PC has purchased for me) but I have truly benefitted from several of the one on one talks with my assigned planner Jacob.
He has helped with some decisions as to whether to see some rental properties and as helped my wife and I see a work exit strategy.
This is a solid company folks.

Great app for new investors

About 3 months ago I started educating myself about personal finance and Personal Capital has been an invaluable tool in the process of understanding my investments. The app gives you a big picture of your accounts, asset allocation, and net worth over time. Seeing my small savings grow over time truly inspires me to save and invest better. Personal Capital also informs you of account fees that could sometimes be overlooked. Overall my favorite feature is the investment checkup tool which shows me my current allocation versus my target allocation so I can stay on track. I highly recommend this app especially for people who are just starting to take a closer look at their finances.

Personal Capital helps organize your financial life

I have been using Personal Capital for more than 6 months to monitor my banking, loan and retirement accounts...and it has helped me see the big picture of my finances and net worth. It was eye opening and allowed me to address some gaps in my planning. I have never been more confident in my over all money decisions. I rated 4 stars instead of 5 as they really don't have a way of effectively tracking other less mainstream assets such as whole life insurance. I'm looking forward to continuing to use Personal Capital to tweak my finances to keep them efficient and smart. You won't regret getting the true picture of your financial is a great tool. I love having the app to use on the go...

Personal Capital Budgeting & Investing
View in iTunes
This app is designed for both iPhone and iPad
Offers Apple Watch App for iPhone
  • Free
  • Category: Finance
  • Updated:
  • Version: 5.7
  • Size: 59.4 MB
  • Apple Watch: Yes
  • Language: English
  • Seller:

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

Customer Ratings

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