Personal Capital is an award-winning app that enables you to monitor your personal finances with easy-to-understand charts and graphs so that anytime, anywhere, you know what’s happening with your money. A comprehensive view of your income, spending, and investment performance can help you achieve better financial outcomes (live a better financial life), with less worry. Google Play Staff Pick (2013)
"Best 5 Free Apps to Invest Smarter" -CNN
Time Magazine's 50 Best Websites
“Personal Capital not only lets you see everything all at once, but makes it easier to manage that money as well.” – Fast Company
★A 360° View of Your Financial Life. Link your accounts using Personal Capital for a complete financial picture. 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 and control your spending with interactive cash flow tools that allow you to see if you are spending more than you are making. See detailed income and spending by category and drill down into a category to see the transaction details.
★Track Your Investments. How’s the market doing? More importantly, how are YOU doing? Compare your performance against major market benchmarks using the Personal Capital “You Index” and stay on track to meet your financial goals. Install one of the 2 You Index widgets to track daily market and individual holdings movement.
★Asset Allocation Review. Built in financial intelligence will review asset allocation and uncover opportunities for diversification.
★Portfolio Checkup. A quick portfolio check up can potentially save thousands on expensive mutual fees.
★Get Help Meeting Your Financial Goals. On the road to financial success, it helps to have a guide. As a Registered Investment Advisor, Personal Capital provides objective financial advice tailored to your goals. Talk with us if you want, how you want. 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 remotely knowing your data is safe.
★Get Started Now. Linking your accounts is simple– we integrate with over 10,000 financial institutions like Fidelity, Charles Schwab, PayPal, Wells Fargo, and thousands of local and regional credit unions. It takes just a minute to download the app and discover a superior way to manage your money.