All Your Accounts

All in One Place

Our award winning software gives you the free tools you need to manage your entire financial life from one convenient, secure place.

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See why our users are tracking over

$150 Billion

of their personal finances with us

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Free software to help you make smarter financial decisions

See all your accounts in one place with our award-winning software. Our free tools let you manage your entire financial life from one secure place – so you can reach your goals faster.

Learn more about our free financial software >

Technology that helps you keep more of your hard-earned money

Learn more about our free investment checkup >

Efficient

Our state-of-the-art infrastructure wrings efficiencies out of trading, so it costs less.

Automated

We harvest tax losses, capture profits, and rebalance your portfolio automatically.

Down-to-Earth

We pass the savings on to you – high-touch wealth management at an affordable price.

Track record of outstanding investment performance

The Personal Capital Aggressive Composite Strategy has returned 61.8% since inception. Yours will vary. Live richly. Invest wisely. Sleep well tonight.

Learn more about our investment performance >

Tactical Weighting vs. S&P 500 - Growth of $500,000 from December, 1990 to December, 2013

A team of objective advisors when you become an investment client

When you become an investment client, we'll match you with a team of advisors who will get to know you, your unique financial situation, and your goals. Together we'll build a personalized financial plan that's right for you: well diversified, poised for growth, and built to minimize risk.

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Over 700,000 people are using Personal Capital to manage their money

App Store over 3,800 App Reviews
Excellent service across devices
by Tom M

The best financial accounts aggregating service. I especially like the consistency of their app(s) across my various devices, including the web.

Awesome App
by Thaelle

One place to keep track of all of our accounts! I love this app - easy accessibility to account balances of all credit cards, bank accounts, loans and investments. Highly recommended!

Great For Non-Professional
by Byrd N

I am not a professional financier, but this app has been a wonderful resource and feedback tool. If my calculations are correct, this app has saved/made me almost $500 so far. I've tried others, but none compare.

Great service
by Chris H

It's like mint for investing. Getting the ability to see all the fees, rates, and categories is pretty sweet. Soon I found I was paying over 400% more in fees on some funds than I had to, and ended up switching the majority of my investing to personal capital.

Amazing
by I build

Downloaded this last night and have been impressed with the functionality and ease of use. Clean and easy to understand. I work in the financial services industry and this this tool is an absolute must have.

Good Bye Mint.com
by Odicious

I ran across this app on mrmoneymustache and what a recommendation that was. I'm thoroughly impressed by this application. It helps me to manage my money and my growing assets. I”m sick of living the rat race and I am about to get out with the help you guys are providing.

My Go To Personal finance app
by Drew

Hands down my favorite personal finance app. Integrates with most banks. And if it doesn't you can email them and they will more than likely work on supporting it.

Immensely helpful and addictive app!
by Soph

I am using Personal Capital more and more each day. It delivers enormous value in helping me to understand where I can and should be doing better. Seeing what I own and owe in real time at a glance is powerful. Linking all of my investments, my mortgage and credit cards was fast and easy. This app is a godsend for investors.

Perfect App for financial perspective
by KMC55

I've been looking for an App like this for a while. It's hard sometimes to analyze where all your money is going and this app allows you to categorize all your expenditures from you credit cards and your checking account. I'm addicted!nking all of my investments, my mortgage and credit cards was fast and easy. This app is a godsend for investors.

Everyone needs this!!!!
by Eme B

I love that I can keep track of all my finances in one place!! I can keep track of my spending and savings. IT is so easy!! It is very helpful that there are different categories of each expense! I can keep track of how much I spend on restaurants, gas, etc. and I can see how much I spend vs how much I made!!! This app is amazing!!nking all of my investments, my mortgage and credit cards was fast and easy. This app is a godsend for investors.

Google Play Storeover 1,200 App Reviews
Great App that Connects to all accounts!
by Liza L

I have used Mint, Check (formerly Pageonce), and SigFig, and none of them could connect to all my accounts, esp my investment accounts. Personal Capital as the first one that found them all…

Best financial app
by Thomas G

Best financial app I can find whether you use it for investing budget or just keeping track of all your assets and debts it is a great application for doing all those things

All my finances in one spot
by Donald R

Great app. Have on my computer, phone and tablet. Tells you up to the minute about your financial picture. No need to go to several sites to get a true picture.

All my financial balances
by Richard O

Perfect app has everything I need in one place. Linked all my accounts and I have a daily update in my balances.

Fabulous Works great.
by Nathan O

No issues on motox. Like it better than mint. I review the transactions daily and investment gains/losses. It seems to get me that information quicker than mint can.

Finally the big picture
by Q. Davis

PC is a great solution to see your true net worth and portfolio potential… For free!

Amazing!!!
by Ednel J B

It's a wonderfull app. I've been using it for a while now I don't think I'll switch to another one.

Great personal finance tool
by Jeff F

Allows me to see my entire financial picture on one page. Very nice app.

Great App!
by Victor M

The only one that is able to find my 401k. Does everything great even net worth!

Great App!
by Ken H

This could very well be one of the best financial tools I've ever come across.

Personal Capital in the News

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