Best in class This does for investments what Mint for spending. Allows to see everything in one place, drill down to each account and holding. Shows asset allocation. And does everything mostly automatically. I do wish they would auto update 2FA accounts and show $$ not just percent change on the phone app not just on tablet. But even without those there is nothing I know off that's better. And if you don't yet use an advisor their model is very compelling and worth checking.
Amazing app Aggregates all my accounts in one place, including many obscure ones that you'd never expect for them to be able to access. Super secure, and great UI. As far as the company, they charge too much for their financial services, vs say Wealthfront that just sticks to index funds and makes it simple, but I won't knock them for it as this rating is just for the app.
Can't link accounts Personal Capital is about the 5th "single pane of glass" personal finance app I've tried this month, and the only one that could not link my accounts. I've tried linking two different bank accounts using both the app and website so many times that one bank locked my account. So far, the only thing this app does is tell me I can't enter credentials correctly! >=^@
Just downloaded this and its nice but keeps force closing when I try to add my stocks manually since it won't sync with my loyal3 account.
Could be better Aside from making you feel like crap about how little you are worth. 😢 Having to keep repairing my account information every time I went to check my bank activity proved tedious. There should be a one and done permission element. I cannot recommend this app after using it for a few frustrating days.
Redirected into mobile app from web browser Disappointed that I am unable to use the web version from my tablet. I utilize a couple of different accounts and the web version makes it easier to switch between the two
+ FIx issue concerning accounts not getting displayed on the Net Worth screen.
Stay on top of your spending while on the go with the new Capital One Wallet.