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.
Compare your portfolio against major market indices to see your performance.