Personal Capital

Personal Capital

Personal Capital is a software and advisory service for financial planning and wealth management. Personal Capital excels in both budgeting and investing, while giving people an edgde in the financial markets through their expertise. It offers investment tracking, a retirement planner, a 401(k) fee analyzer, and an investment check-up tool that monitors the health of your investment allocation. The free personal teir allow you to add variety of different accounts to the platform, including investments, loans, and bank accounts. It offers investment tracking.

Overview of Personal Capital

Personal Capital is a software and advisory service for financial planning and wealth management. Personal Capital excels in both budgeting and investing, while giving people an edgde in the financial markets through their expertise. It offers investment tracking, a retirement planner, a 401(k) fee analyzer, and an investment check-up tool that monitors the health of your investment allocation. The free personal teir allow you to add variety of different accounts to the platform, including investments, loans, and bank accounts. It offers investment tracking.

Personal Capital Specifications

Category

Platform

macOS
Windows

Pricing Model

Freemium

Software License

Proprietary

Personal Capital Recommendations