Personal Capital provides free wealth management software
and affordable investment services.
Â Link in all accounts to one place: Checking, savings, credit card, brokerage, retirement, investments, mortgages and loans.
Â View cash flow, spending patterns, portfolio balance and asset allocation. Also view and classify all transactions.
Â Run a free investment check-up!Â *
Â Download the FREE Personal Capital apps
(iPhone, Android and iPad)
We all lead complex financial lives. Now thereâ€™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.