Personal Capital Money and Investing

Personal Capital Money and Investing 4.2

Award-winning app that enables you to see your entire financial picture, up-to-date, at a glance.

Award-winning app that enables you to see your entire financial picture, up-to-date, at a glance.

Monitor your personal finances any time, anywhere, with easy-to-understand charts and graphs of your income, spending, and investment performance. Advanced analytics and expert advisors provide an in-depth financial checkup and personalized investment strategy. With Personal Capital, you can live a better financial life.

A 360° View of Your Financial Life

Link your accounts using Personal Capital for a complete financial picture. 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.

Track Your Investments

How’s the market doing? More importantly, how are YOU doing? Compare your performance against major market benchmarks using the Personal Capital “You Index” and stay on track to meet your financial goals.

Asset Allocation Review

Built in financial intelligence will review asset allocation and uncover opportunities for diversification.

Portfolio Checkup

A quick portfolio check up can potentially save thousands on expensive mutual fees.

Get Help Meeting Your Financial Goals

On the road to financial success, it helps to have a guide. As a Registered Investment Advisor (RIA), Personal Capital provides objective financial advice tailored to your goals. Talk with us if you want, how you want -- FaceTime, email, or phone. We’ll assign a personal wealth management advisor to discuss your 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 remotely knowing your data is safe.

Get Started Now

Linking your accounts is simple – we integrate with over 10,000 financial institutions. It takes just a minute to download the app and discover a superior way to manage your money.

Personal Capital Money and Investing

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Personal Capital Money and Investing 4.2