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Bring Wall Street to Your Street
In today’s financial markets, how can you tell if you’re keeping up or falling behind?
See your entire portfolio, boiled-down to one number: your You Index™. Tracking performance has never been easier.
Take the headache out of household budgeting
We make it simple to see, search, and categorize all your income and spending over time. Managing your cash flows and sticking to a budget has never been easier.Learn more about Cash Flow >
Your information is secure and confidential
We employ multiple levels of security and multi-factor authentication when you sign in.
We keep your information safe by constantly watching for suspicious activity.
We use two-factor authentication when you sign in to our site.
You can organize and analyze your finances, but you can’t move funds between - or out of - any account. And neither can anyone else.
We use military-grade encryption algorithms to make sure your credentials and personal data are secure.
Get a second opinion on your investments
When your investments are scattered all over the place, it's easy to make mistakes with your portfolio. Our tools analyze your investments and offer you a personalized financial plan to help you meet your goals.Learn more about Investment Checkup >
Get timely alerts on your account activity
You have multiple ways to monitor activity in your account at any time without ever logging in to your Personal Capital dashboard. The new Transactions Widget allows you to see your recent transactions in the iOS 8 Today View. You can also subscribe to daily or weekly emails.
If a charge appears on any of your accounts that you don’t recognize, you will see it in the Transactions section of our software.
See if hidden fees are delaying your retirement
How much are you paying to manage your retirement plans? High plan fees can shave years off of your retirement. Keep more money in your pocket – analyze your plan today.Learn more about Retirement Fee Analyzer >