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Personal Capital

By Personal Capital Corporation

Essentials

This app is only available on the App Store for iOS devices.

Description

Track and manage your financial life. Personal Capital combines award-winning financial tools with personal attention from registered financial advisors. Transform 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 app provides real-time data that uncovers trends and accurately reflects your cash flow. 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
"2017 Personal Best List" - Kiplinger
"2016 FinTech 50" - Forbes
"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 institutions, 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.

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. 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.

PLAN FOR RETIREMENT
With Retirement Planner, you’ll know exactly where you stand relative to your retirement goals. Now you can build, manage and forecast your retirement in one convenient location.

PERSONALIZED INVESTMENT ADVICE
Personal Capital’s registered financial advisors provide customized advice tailored specifically to your goals.

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.

PERSONAL CAPITAL FOR APPLE WATCH
Set a spending target and track it on the go. Quickly check your status by day, week, month or year. Access your spending simply by checking the date.

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.

NEW VOICE ACTIVATION
Now with iOS 11, you can ask Siri to give a summary of your accounts, check current balance and more.

What's New in Version 6.4

Ability to export the net worth page as a PDF.
Query Siri for account balances with iOS 11.
Adding new accounts is easier with password auto-fill using iOS 11 keychain.

Screenshots

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Customer Reviews

Almost Perfect...Except

I've been using personal capital for quite some time now and it has definitely evolved into one of the most essential financial apps in my opinion. The addition of custom categories as well as being able to see the value of my net worth at any point along the graph is helpful. The only feature I wish for now is the ability to change transaction dates. It's not a flaw per se, but sometimes I get paid earlier than the first of the month and without being able to change to date, it can make the monthly cash flow chart pretty inaccurate. Other than that, keep up the great work on this incredibly useful app!

A few tweaks from perfect

Love the app, a few bugs away from being perfect. Need a way to fully manually build an investment. I have real estate holdings I can’t properly classify as investments and manually enter returns so they have to be shown as assets. Need a way to be able to manually build your alternative investment. I have an issue I’ve been working on with them for a few months regarding an investment account randomly showing a contribution as a loss in the amount of the contribution for some reason on their performance graph calculator only. Still unresolved. Other than these few minor tweaks, love the app. Have used it to help my financially disorganized family get on track. That was super helpful.

Good. Could Be Better

Personal Capital is exceptional about showing and aggregating my financial life and providing guidance about how I’m doing.

But I have not yet figured out how to download transactions and portfolio data from prior to the date I joined. That would allow me to get a truer picture of my spending habits and investment returns. Right now, I have about 130 days of bank and credit card records and about 40 days of portfolio data. That’s not enough. Waiting a year to accumulate more data seems like too long.

The calls from advisors were a bit annoying too. I’m a 65-year-old financial professional and a CFA, so I don’t feel like I need advice from a 27-year-old salesman.

Personal Capital
View in iTunes
This app is designed for both iPhone and iPad
Offers Apple Watch App for iPhone
  • Free
  • Category: Finance
  • Updated:
  • Version: 6.4
  • Size: 84.5 MB
  • Apple Watch: Yes
  • Language: English
  • Seller:

Compatibility: Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

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