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Personal Capital Money and Investing

By Personal Capital Corporation

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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 4.7.1

+Improved support for linking financial institutions
+Fixed intermittent issue where Today extension doesn't update


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Customer Reviews

Constant connectivity issues

DO NOT download his app. This app would be great if it ever actually works the way it's supposed to. But, it is constantly having connection issues with my accounts and won't update my financial information for days at a time. I've sent several requests to the IT team to fix the issues, but the fixes are always temporary and the connection problems always come back. It's always a different account too. Once one account starts working, another one stops updating. It's getting very frustrating. Mint is a better app, that has connection issues from time to time as well, but definitely not as bad as personal capital.


This is a great web site and app. The down side is they will want any investor with a substantial portfolio to sign up for investment services so they can ultimately manage your accounts. When you indicate to them you are not interested, all of a sudden some of your accounts quit updating. Responses then from them are scant. They market this app as a free service but it really is only free for a little while before you start getting phone calls.

Has Possibilities

I like this overall app. I want to be assured, however, that it cannot be hacked. I have had one account that although it is listed, never can seem to work AND I have written their support people several times to "fix" to send the data correctly (a bank). After 8 months, I gave up.

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: 4.7.1
  • Size: 34.8 MB
  • Apple Watch: Yes
  • Language: English
  • Seller:

Compatibility: Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

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