Personal Capital: Finance

4.3
16.8K reviews
500K+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

Monitor all your investments, retirement, and finances with the only portfolio tracker you’ll ever need.

The Personal Capital Investing and Finance App - this is the smart way to track and manage your personal finance. Now you can see all your accounts in one place—bank accounts, stocks, retirement funds, and your investments. Use our Retirement Planner tool or become an investment client to get access to our financial advisors. This is more than a portfolio tracker, this is professional-grade tech to help you take control of your finances.

"Best for Portfolio Management" for 2020 by Investopedia
"Best Financial App Award" for 2021 by Money Under 30
"Best App for Investors" by CNBC for 2021

START NOW FOR FREE
Join over 2.8 million people who use our free tools (as of 12/31/20).

MANAGE ALL YOUR ACCOUNTS IN ONE PLACE
With Personal Capital, you can see all of your accounts in one place. Manage your bank accounts, 401k, IRA, investments, stocks, and even debt, all on our dashboard.

INTERACTIVE CASH FLOW TOOLS
The Cash Flow graph allows you to see your total income and total expenses across all of your accounts, month over month.

TRACK YOUR INVESTMENTS
See how well your investments are performing – and how they could do even better – with the Investment Checkup tool. Compare your current portfolio allocation to the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.

PLAN FOR RETIREMENT
Build, manage, and forecast your retirement in one convenient place with your Retirement Planner.

PERSONAL CAPITAL CASH™ - one secure place for your cash
For additional information and to see full terms, visit personalcapital.com/cash.

PERSONAL CAPITAL FOR WEAR OS
Check how your portfolio is doing and view the top five gainers and losers at a glance from your Wear OS (formerly Android Wear).

WE DO NOT SELL YOUR PERSONAL INFORMATION
At Personal Capital, we keep your best interests in mind. This includes not selling your personal information. And if we share your information with third parties to help us deliver our services, we require that they don’t sell your personal information either. After all, nobody wants their contact information sold to telemarketers. Want to learn more about this? Please see our privacy policy at personalcapital.com/privacy-policy.

All visuals are illustrative only.

Featured individuals are paid spokespeople and not clients of PCAC and do not make any endorsements or recommendations about securities offerings or investment strategy.

* For more information about Personal Capital's advisory services, including fees and full disclosures, visit personalcapital.com/wealth-management. © 2022 Personal Capital Corporation, a wholly owned subsidiary of Empower Holdings, LLC. All rights reserved.
Updated on
Jun 9, 2022

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
No information available
4.3
16.8K reviews
Ben Steele
May 24, 2022
I'm really amazed by this company. The app allows me to track all my finances in one place and organizes them intuitively. It even gives tools to see income, expenses, and basic budgeting. All that is great, but what really inspired me to write this review is the customer service. I sometimes get errors when trying to connect to smaller companies, but it is really easy to submit a support ticket to Personal Capital, and within a month those issues are usually resolved.
30 people found this review helpful
Did you find this helpful?
A S
May 9, 2022
Overall, especially for a free app, very good. Removed 2 stars because linking or syncing linked accounts is sometimes unreliable, and there are a couple of issues with how the app identifies assets and doesn't let you change them, at the cost of accurate net worth estimates or portfolio/planning insights. and the budgeting badly needs a way to batch edit or to train recognition of recurring transactions so you don't have to fix a miscategorization more than once. Returned star for good support
43 people found this review helpful
Did you find this helpful?
A Google user
June 4, 2022
The app UI has not improved in 3+ years? And then recently the ability to edit the date range has disappeared. So no visual updates AND then you remove a key feature. The integration with financial institutions has improved but this is the one app I actively use that I cannot believe has remained so visually and intuitively bland. No, I don't want you to manage my money. Yes, I would like you to innovate the way your customer's can visualize trends and better understand financial habits.
18 people found this review helpful
Did you find this helpful?

What's new

Performance improvements