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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.

“2014 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

“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 3.7.1

Fixed Retina iPad crash
Other bug fixes


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Customer Reviews

Excellent visual App for financially aware and Savvy

This is a great app to track your income and expense accounts along with credit and net worth after expenses. Clearly, a wonderful app to get generic market investment advice and market trend analysis. Please note that this is an app of reference only and doesn't replace your need to keep track and pay your bills, which is the shortcoming to this app as well, that other competitors have managed to provide.

Overall a good app to visualize your earnings and expenses in a wonderfully organized and professional looking interface.

Personal Capital Money and Investing
View In iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Finance
  • Updated: Jul 10, 2014
  • Version: 3.7.1
  • Size: 25.7 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.

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