Personal Capital provides free wealth management software and affordable investment services.
* Link in all accounts to one place: Checking, savings, credit card, brokerage, retirement, investments, mortgages and loans.
* View cash flow, spending patterns, portfolio balance and asset allocation. Also view and classify all transactions.
* Run a free investment check-up! * Download the FREE Personal Capital apps (iPhone, Android and iPad)
We all lead complex financial lives. Now there’s a way to see it all, know your total net worth and keep your financial goals on track. We have a free and secure way to manage all of your money.
You can track your investments by account, asset class or individual security. Know what you own and how it’s performing. Pinpoint market movers and how your portfolio compares to major indices. Put yourself in the driver’s seat when it comes to your investments. Only with Personal Capital.
My husband and I are really looking to start budgeting better and learning how and where to invest our money. This is a fantastic place to start! I LOVE IT!!
Being able to see all our accounts in one place has really helped us to see where all our money is going and where we can cut back to save! ~ Lori