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:
+SMS device auth option added
+Fixed clipping issues with some push notifications
+Improved network speed
+Changes to the advisor screen
+Assorted crashes fixed
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Free
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4.3
User ratings
2071
Installs
100,000+
Concerns
1
File size
12891 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:
+SMS device auth option added
+Fixed clipping issues with some push notifications
+Improved network speed
+Changes to the advisor screen
+Assorted crashes fixed

Android Market Comments
A Google User
6 days ago
Importing accounts flaky It imports my accounts and downloads the data but it have to add the additional requires every time I log on. Importing accounts work on Mint and Credit Karma.
A Google User
Aug 27, 2015
Investment account updates (mint) Functions about like Mint. It used to be better, but I guess it is too much to expect either PC or Mint to stay on top of the provider changes. My Davenport accounts have not worked for months. My to Ameritrade accounts work better, but not without problems. ~ multiple requests to get Davenport working, but nothing.. Will be deleting the app shortly. Funny thing I was close to using their investment services, as they call all the time.
A Google User
Aug 24, 2015
Great way to organize info Great place to display progress and experience points all in one neat packet
A Google User
Aug 23, 2015
Very useful financial dashboard, good customer service.
A Google User
Aug 22, 2015
Great App, horrible support if you have an issue. I downloaded this app last year and absolutely loved it. It was simple and everything I needed to keep track of finances. One day my account showed an error and stopped working. I'll just contact support and get it solved. I receive a response promptly from Patrick Hagemeier at support. On July 8th he said they would work to get it fixed. It is now August 22nd, and after countless emails my problem is not fixed. I ask for updates every week or so, only to get the response "our team is working on this"..