Money Management Apps as Mobile as You Are
Get Personal Capital's free award-winning app today - for mobile, tablet and desktop.
Monitor and track your net worth in real-time, 24/7.
Updates on your bank and investment holdings, spending, portfolio performance, investment allocations, sector weighting, your current balance, and even the value of your home.
Knowing what's happening with your money anytime, anywhere helps you save more and invest better. It is the only wealth management and investing tool you'll ever need.
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.
Watch Your Spending
Tracking spending is the most popular feature used by Personal Capital clients and it's now accessible at a glance with the new Apple Watch. Set a spending target based on your average monthly spending.
SET YOUR SPENDING TARGET
Set your monthly spending goal in the app.
SEE IF YOU'RE ON TRACK
Blue means your spending is on track or lower than your spending target. Red means you have exceeded your monthly target - maybe it's time to rein in discretionary purchases.
SWIPE FOR LATEST UPDATES
See a daily, weekly or yearly view of your current spending vs. your set goal.
YOUR PORTFOLIO ON YOUR WRIST
See how your overall holdings are performing and swipe to see specific gainers and losers in your portfolio.
GET TIMELY ALERTS
Be notified when your net worth hits a new milestone, or on specific accounts where you may be paying too much in fees.
MONITOR PERFORMANCE
Compare your portfolio against major market indices to see your performance.
Sign up for free tools.
- See all your money, all in one place.
- Stay on track with our Retirement Planner.
- Get up to date with our Investment Checkup.
Invest with logic.
Plan with heart.™
Invest with logic.
Plan with heart.™
Sign up for free tools.
- See all your money, all in one place.
- Stay on track with our Retirement Planner.
- Get up to date with our Investment Checkup.
Invest with logic.
Plan with heart.™
Invest with logic.
Plan with heart.™
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 available here.
