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Personal Capital Money and Investing

By Personal Capital Corporation

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Description

Personal Capital's award-winning free finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save more and invest better. It is the only wealth management and investing tool you'll ever need.

“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

“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 investment accounts for free using Personal Capital for a complete picture of your personal finances. 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.

+Manage Your Money. Control your spending and finances with interactive cash flow tools that allow you to budget and see if you are spending more than you are making. See detailed income and spending by category or payee and drill down into a category to see the transaction details. Install the recent transactions today extension to see new transactions in the last 24 hours.

+Set a spending goal to save more money. Measure your progress against your goal by week, month, year. Easily see if you need to slow down your spending to reach your goals.

+Track Your Investments. How’s the market doing? More importantly, how are YOU doing? You can track your investments by account, asset class or individual security. Compare your portfolio against major market benchmarks using the Personal Capital “You Index” and stay on track to meet your investing goals. Install the “You Index” today extension to track daily market and individual holdings movement. Know where you stand when it comes to your wealth and investments.

+Asset Allocation Review. Built-in investment intelligence will review asset allocation and uncover opportunities for diversification to help you make smarter investing decisions.

+Portfolio Checkup. Could your portfolio be working harder? A quick portfolio checkup can potentially save thousands on expensive mutual fund 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 and finances remotely, knowing your data is safe.

+Get Started Now For Free. Linking your accounts is simple– we integrate with over 12,000 financial institutions like Fidelity, Schwab, PayPal, Wells Fargo, and thousands of local and regional credit unions. It takes just a minute to download the finance app and discover a superior way to manage your money and invest smarter.

+How We’re Different: People + Technology. Finance and tech experts built Personal Capital to provide a comprehensive and objective wealth management solution for people with complex financial lives. Our software helps you keep track of your short- and long-term money – for free. And our advisors can provide unbiased investing advice and can help you invest in a customized portfolio based on your life and goals.

What's New in Version 4.4.2

+Added sounds to push notifications for Apple Watch
+Resolved issue when user switching on Apple Watch
+Improved search for finding accounts to link
+Additional bugs and crashes resolved
+New user experience improvements on iPad

Screenshots

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Apple Watch

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Customer Reviews

A convenient tool to organize our different accounts

It is a very time-saving tool for us to integrate and oversee our different bank, credit card, retirement, and investment accounts. I like its real-time overview of all the accounts performance. It also offers sophisticated and handy analytics to help us quickly grasp the proportion and earnings of our investments in different sectors across our different accounts. We found ourselves using this app on a weekly basis if not more. No annoying ads either. Love it. Highly recommend it.

Great app, excellent service

Keeps all my bank, credit, loan, and 401k accounts in one spot with graphs that has honestly helped me save more money. Had an issue with one of my accounts showing up because I had two accounts with the same bank, but I contacted customer service and they fixed the problem. Great app, definitely recommend

Best tool to get a 360 view of your finances

This is the best app to fully understand your net worth and come up with a winning game plan. The account adding process is very intuitive, and once you're through with the initial set up, the insights you can obtain about your personal finances are priceless! Now with the budgeting tool, this is THE most powerful financial app out there.

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: 4.4.2
  • Size: 34.2 MB
  • Apple Watch: Yes
  • Language: English
  • Seller:

Compatibility: Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5, iPhone 6, and iPhone 6 Plus.

Customer Ratings

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