Free Financial Tools
Wealth Management
Michael is finally on track for retirement. He started by clicking on this button and getting our free tools.
“… Personal Capital is the tool to beat.”
Free Financial Tools
Wealth Management
Hannah wanted to invest her
money in a socially responsible way.
She started by clicking on this button
and getting our free tools.
“… Personal Capital is the tool to beat.”
Experienced Financial Advisor
Our advisors are bound by strict fiduciary standards, and they only act in your best interest. It starts with a free, objective, no obligation portfolio review.
Money
Management
Create Budgets, track your spending and save for the future. Our money management tools can help you meet your day-to-day goals.
Long-term Financial Planning
Plan for retirement, save for college, and think ahead. Our long-term planning tools can help you prepare now for your future.
You’ve never seen your
money like this before.
Retirement Planner
The Retirement Planner is probably the most useful tool we offer. Use it to assess your chances of retirement success, based on your current financial situation and your goals. You can also enter hypothetical scenarios and even turn one of them into your new plan.
Net Worth
Knowing your true, up to date, net worth is the key to understanding and improving your financial situation. After you link all your accounts, you can track your true net worth, and use it to make better decisions about spending and planning.
Investment Checkup
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 an ideal target allocation that’s designed to minimize risk and maximize returns.
Track & Manage
Your Money
Get a real-time view and easily track and manage your entire financial life with our award-winning Dashboard.
Security
Our highest priority is keeping your financial data safe and secure. We use multiple layers of security, in every component of our systems, to keep your accounts and your money safe, and your information private.
Our website’s encryption is rated A+ by the world-renowned Qualys SSL Labs, a stronger rating than most major banks or brokerages. We stay on top of security vulnerabilities and keep up-to-date with best practices.
Download The App
Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who has entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's free Financial Dashboard (“Dashboard”). Author may also be eligible to participate in an additional bonus compensation program through which the Author will be paid additional compensation based on achievement of certain goal metrics related to the number of people who link investable assets to the Dashboard during a given time period. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. Author is not affiliated with PCC and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital and has an incentive to present content favorable to PCC or Personal Capital Advisors Corporation (“PCAC”). No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the Referral Arrangement. Investors that are referred to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, PCAC will not pay increased management fees or other similar compensation to Author, PCC, or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A.