Personal Capital Budgeting & Investing
By Personal Capital Corporation
Open iTunes to buy and download apps.
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.”
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
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.
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 health..it is a great tool. I love having the app to use on the go...
Great way to keep abreast of your finances and retirement
This is an awesome app tying in all of your finances from savings accounts, to checking, to mortgage, to credit cards, to TIAA and 401K accounts-- literally all of it.
It gives me a place where I can come whenever I want to see "where I am" at a glance without having to open my excel program.
I especially like the "retirement planner" on the online and iPad versions. (Wish it were available on the iPhone version- hint!)
The retirement planner allows me to put in expected income and expense events and allows me to see what the effect will be on my retirement plan and the probability of my not running out of money!
Keep it going!
Outstanding financial management tool
I've got to say this app is absolutely great, and this is probably the first app I've ever rated. I go to school for and work in the financial management field and would highly recommend this app. Really gives you an idea of how you are spending your money and how your investments are doing without giving you direct access to mess with them. Anybody trying to control their expenses or follow or create a budget should try this out!
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- Category: Finance
- Updated: Aug 17, 2016
- Version: 5.7
- Size: 38.2 MB
- Apple Watch: Yes
- Language: English
- Seller: Personal Capital Corporation
- © 2010-2016 Personal Capital Corporation
Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.