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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 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

+Budget your spending. Set a monthly spending target and see how much you can save by meeting it.
+See how much money you have left to spend by Week, Month, Year
+Track spending against your goal on your Apple Watch
+Speed improvements for account updates
+Updates to the financial advisor page
+Fixes for some one time password sites

Screenshots

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Apple Watch

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Customer Reviews

Thank You!

I got out of college almost a year ago and for the first 6 months I was indeed too irresponsible with having a salary, even though I *thought* I was doing ok. This app totally turned things around for me by giving me visibility to all my accounts! Yes Mint would do the same thing but their app couldn't get by my main bank account's 2 factor authentication, so I gave up on them.

It was kind of annoying that the app couldn't figure out what was in my 401k, but a little extra manual categorization did the trick.

I couldn't find the credit card that I use the most on here, so I just ended up switching my main card to something that is on the list.

Phenomenal

This platform is simply phenomenal. I used to struggle keeping track of all my accounts in one place and now it is a breeze. I love their fee analyzer and the ability to see my holdings all in one place so I can analyze their individual performance. I don't take advantage of their bill tracker but use it primarily for keeping track of my investment accounts, cash accounts and net worth. I would highly recommend this to anyone.

This app is awesome and the support team too

I finally have one app where I can collect all of my asset accounts, keep track of real estate holdings value and mortgage loans for a precise net worth. The reminders that pop up and give me month to month spending comparisons also help me to stay within my budget goal. A recent problem with a log on to external account was rapidly corrected by the support team. this is a 5 star app for sure.

Personal Capital Money and Investing
View In iTunes
This app is designed for both iPhone and iPad
Works on Apple Watch with an iPhone
  • Free
  • Category: Finance
  • Updated:
  • Version: 4.4
  • Size: 28.6 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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