Personal Capital Budgeting & Investing


Personal Capital Budgeting & Investing

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.” – 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 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 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.

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  • Highligths
    Intentional Financial Tracking that leads to greater wealth”
    Perfect app to give you a complete financial overview
    This is the best application/site for investors
    Best financial software on iOS”
    The graphics and interface are incredibly user friendly and informative”
    I can't say enough good things about this free personal finance tool
    Great app for managing your finances and plus more”
    Now I can keep track of everything without logging into multiple apps”
    Better visual representations than other personal finance apps and very dynamic”
    Personal Capital is such a time saver
  • Keep in mind
    No opt-out for the constant phone calls
    But a sales tool
    Having to constantly notify customer service to fix syncing issues”
    There is no pie chart of income or spending categories anymore”
    And it's painfully obvious tech support has no clue”
    Try a local credit union and it won't log in”

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