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Take control of your financial life, right from your home.

Welcome to Personal Capital Dashboard Demo. The Dashboard allows you to see all of your money in one place after you link your banking and investment accounts. Take control of your financial life.
  • Start with our free, powerful financial tools.
  • Get objective advice from our fiduciary financial advisors.
Welcome to Personal Capital Dashboard Demo. The Dashboard allows you to see all of your money in one place after you link your banking and investment accounts. Take control of your financial life.

You’ve never seen your
money like this before.

Get the most out of
Personal Capital.

It's easy to get started, and it only
takes minutes. Here's how.

Learn More

Only Personal Capital offers
these powerful tools.

Money Management

Net Worth

Get an accurate view of your net worth—what you have minus what you owe. Understanding this number can help you make smarter decisions about how to manage your money.

Savings Planner

Not sure if you’re saving enough to meet your Retirement Planner goals? The Savings Planner feature can show you an annual savings range that will project a 70% chance of reaching your retirement goals.

Budgeting

Organize your spending and savings automatically by date, category, or merchant. Set a monthly spending target and easily see if you are tracking over or under your plan.

Cash Flow

See what has come in and gone out in the past 30 days so you can stick to your spending and savings goals.

Long-term Financial Planning

Retirement Planner

See if your retirement savings are on track to retire by your target date and calculate your projected monthly income.

Education Planner

We’ll help you estimate and plan how much you should be saving today to cover education costs down the road.

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 the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.

Fee Analyzer

See if you’re losing money through hidden fees in your mutual fund, investing, and retirement accounts.

Exclusively For Our Clients

Financial Roadmap

This new tool creates a customized pathway for your most important financial planning priorities, helping you stay on track towards your goals.

Personal Strategy

Personal Strategy is a personalized, diversified multi-asset class portfolio with enhanced diversification that’s directly linked to your financial goals.

Smart Withdrawal

It’s one thing to save for retirement. But Smart Withdrawal can help you spend your retirement savings the right way. Stay on budget, minimize taxes, and optimize your portfolio throughout retirement.

Employer Plan Analysis

The investments in your employer retirement plan should complement your Personal Strategy. Upload a list of your available fund options and we'll help you choose an allocation to align with your Personal Capital portfolio and long-term goals.

Only Personal Capital offers
these powerful tools.

Money Management

Net Worth

Get an accurate view of your net worth—what you have minus what you owe. Understanding this number can help you make smarter decisions about how to manage your money.

Savings Planner

Not sure if you’re saving enough to meet your Retirement Planner goals? The Savings Planner feature can show you an annual savings range that will project a 70% chance of reaching your retirement goals.

Budgeting

Organize your spending and savings automatically by date, category, or merchant. Set a monthly spending target and easily see if you are tracking over or under your plan.

Cash Flow

See what has come in and gone out in the past 30 days so you can stick to your spending and savings goals.

Long-term Financial Planning

Retirement Planner

See if your retirement savings are on track to retire by your target date and calculate your projected monthly income.

Education Planner

We’ll help you estimate and plan how much you should be saving today to cover education costs down the road.

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 the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.

Fee Analyzer

See if you’re losing money through hidden fees in your mutual fund, investing, and retirement accounts.

Exclusively For Our Clients

Financial Roadmap

This new tool creates a customized pathway for your most important financial planning priorities, helping you stay on track towards your goals.

Personal Strategy

Personal Strategy is a personalized, diversified multi-asset class portfolio with enhanced diversification that’s directly linked to your financial goals.

Smart Withdrawal

It’s one thing to save for retirement. But Smart Withdrawal can help you spend your retirement savings the right way. Stay on budget, minimize taxes, and optimize your portfolio throughout retirement.

Employer Plan Analysis

The investments in your employer retirement plan should complement your Personal Strategy. Upload a list of your available fund options and we'll help you choose an allocation to align with your Personal Capital portfolio and long-term goals.

Get the most out of
Personal Capital.

It's easy to get started, and it only
takes minutes. Here's how.

Learn More

You’ve never seen your
money like this before.

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.

Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who have 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. 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. 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, Personal Capital Advisors Corporation (“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.