Personal Capital Finance

Personal Capital Finance


Personal Capital's award-winning finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save and invest better.

Personal Capital is on mobile, tablet and now Android wearable devices. It is the only wealth management and investing tool you'll ever need.

ACCOLADES:
“2014 CNBC Disruptor 50 List” – CNBC
"Best 5 Free Apps to Invest Smarter" – CNN
“Time Magazine's 50 Best Websites” – Time
“Best Online Tool to Track Your Investments” – Forbes
“Staff Pick” (2013, 2014) – Google Play

“Personal Capital not only lets you see everything all at once, but makes it easier to manage that money as well.” – Fast Company

★A 360° View of Your Financial Life. Link your investment accounts for free using Personal Capital for a complete picture of your personal finances. At a glance, you can see your checking & saving accounts, credit card spending, and investment performance. The first step to living a better financial life is having all your accounts in one place.

★Manage Your Money. Control your spending and finances with interactive cash flow tools that allow you to budget and see if you are spending more than you are making. See detailed income and spending by category and drill down into a category to see the transaction details.

★Track Your Investments. How’s the market doing? More importantly, how are YOU doing? You can track your investments by account, asset class or individual security. Compare your portfolio against major market finance benchmarks using the Personal Capital “You Index” and stay on track to meet your investing goals. Install one of the 2 “You Index” widgets to track daily market and individual holdings movement. Know where you stand when it comes to your wealth and investments.

★Asset Allocation Review. Built-in investment intelligence will review asset allocation and uncover opportunities for diversification to help you make smarter investing decisions.

★Portfolio Checkup. Could your portfolio be working harder? A quick portfolio checkup can potentially save thousands on expensive mutual fund fees.

★Get Help Meeting Your Financial Goals. On the road to success in your personal finances, it helps to have a guide. As a Registered Investment Advisor, Personal Capital can provide objective investing advice tailored to your goals. Talk with us if you want, how you want. We’ll assign a personal wealth management advisor to discuss your personal finance needs.

★Bank Level Security. Use with confidence. Our two-step remote authentication process builds in an extra measure of security to verify your identity and your device, so you can manage your money and finances remotely, knowing your data is safe.

★Get Started Now For Free. Linking your accounts is simple– we integrate with over 10,000 financial institutions like Fidelity, Schwab, PayPal, Wells Fargo, and thousands of local and regional credit unions. It takes just a minute to download the finance app and discover a superior way to manage your money and invest smarter.

★How We’re Different: People + Technology. Finance and tech experts built Personal Capital to provide a comprehensive and objective wealth management solution for people with complex financial lives. Our software helps you keep track of your short- and long-term money – for free. And our advisors can provide unbiased investing advice and can help you invest in a customized portfolio based on your life and goals.

★Android Wear: Get relevant and timely updates on your finances whenever and wherever you need it most. With Android Wear, get daily notifications at market close on the performance of your portfolio and how it performed against major market indices. Swipe to see specific gainers and losers in your portfolio.

Recent changes:
+ Added Zillow home values. Add the value of your home and track it's movement as part of your net worth
+ Resolved phone authentication issue on Lollipop
+ Assorted bug fixes
+ Fixed crash with Moto 360 watch
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Free
85
4.3
User ratings
1874
Installs
100,000+
Concerns
1
File size
12290 kb
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About Personal Capital Finance
Personal Capital's award-winning finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save and invest better.

Personal Capital is on mobile, tablet and now Android wearable devices. It is the only wealth management and investing tool you'll ever need.

ACCOLADES:
“2014 CNBC Disruptor 50 List” – CNBC
"Best 5 Free Apps to Invest Smarter" – CNN
“Time Magazine's 50 Best Websites” – Time
“Best Online Tool to Track Your Investments” – Forbes
“Staff Pick” (2013, 2014) – Google Play

“Personal Capital not only lets you see everything all at once, but makes it easier to manage that money as well.” – Fast Company

★A 360° View of Your Financial Life. Link your investment accounts for free using Personal Capital for a complete picture of your personal finances. At a glance, you can see your checking & saving accounts, credit card spending, and investment performance. The first step to living a better financial life is having all your accounts in one place.

★Manage Your Money. Control your spending and finances with interactive cash flow tools that allow you to budget and see if you are spending more than you are making. See detailed income and spending by category and drill down into a category to see the transaction details.

★Track Your Investments. How’s the market doing? More importantly, how are YOU doing? You can track your investments by account, asset class or individual security. Compare your portfolio against major market finance benchmarks using the Personal Capital “You Index” and stay on track to meet your investing goals. Install one of the 2 “You Index” widgets to track daily market and individual holdings movement. Know where you stand when it comes to your wealth and investments.

★Asset Allocation Review. Built-in investment intelligence will review asset allocation and uncover opportunities for diversification to help you make smarter investing decisions.

★Portfolio Checkup. Could your portfolio be working harder? A quick portfolio checkup can potentially save thousands on expensive mutual fund fees.

★Get Help Meeting Your Financial Goals. On the road to success in your personal finances, it helps to have a guide. As a Registered Investment Advisor, Personal Capital can provide objective investing advice tailored to your goals. Talk with us if you want, how you want. We’ll assign a personal wealth management advisor to discuss your personal finance needs.

★Bank Level Security. Use with confidence. Our two-step remote authentication process builds in an extra measure of security to verify your identity and your device, so you can manage your money and finances remotely, knowing your data is safe.

★Get Started Now For Free. Linking your accounts is simple– we integrate with over 10,000 financial institutions like Fidelity, Schwab, PayPal, Wells Fargo, and thousands of local and regional credit unions. It takes just a minute to download the finance app and discover a superior way to manage your money and invest smarter.

★How We’re Different: People + Technology. Finance and tech experts built Personal Capital to provide a comprehensive and objective wealth management solution for people with complex financial lives. Our software helps you keep track of your short- and long-term money – for free. And our advisors can provide unbiased investing advice and can help you invest in a customized portfolio based on your life and goals.

★Android Wear: Get relevant and timely updates on your finances whenever and wherever you need it most. With Android Wear, get daily notifications at market close on the performance of your portfolio and how it performed against major market indices. Swipe to see specific gainers and losers in your portfolio.

Recent changes:
+ Added Zillow home values. Add the value of your home and track it's movement as part of your net worth
+ Resolved phone authentication issue on Lollipop
+ Assorted bug fixes
+ Fixed crash with Moto 360 watch

User reviews of Personal Capital Finance
Write the first review for this app!
Android Market Comments
A Google User
Mar 18, 2015
Better than Mint® Financial account aggregation for those who are more serious about their money. This app is what Mint® wants to be 'when it grows up.'
A Google User
Mar 17, 2015
Simple, and perfect! BUT... App is simple & easy to use. It providers you everything you want, and more. Even individualizes your investing portfolio to create an index which is yours. Even call it "Your Index" Just like the S&P/Dow. Updates & syncs account activity quickly and accurately. My one complaint is that they only offer individual specific advice for people w/a net worth of $100k+. If the app is meant to be for everyone, and to help everyone. Then why isnt the advice given to everyone? Even just a one time consultation.
A Google User
Mar 13, 2015
Need more expense categories For cash accounts, I'd like to see more flexibilbilty to add more categories on expenses so that I can organize them on my own categories.
A Google User
Mar 10, 2015
Where's the widget? I can't find the widget now on android 5.1 on my Nexus 5
A Google User
Mar 10, 2015
Not as good as Mint, but still a decent alternative for those that don't like Intuit.