The one and only portfolio tracker you’ll ever need lets you keep tabs on all of your investments, retirement plans, and money.
The best way to keep track of and manage your personal finances is by using the Personal Capital Investing and Finance App. You may now access all of your accounts—bank accounts, stocks, pension funds, and investments—in one location. To gain access to our financial experts, use our retirement planner tool or sign up as a client for investments. This advanced technology will help you take charge of your finances and is more than just a portfolio tracker.
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As of December 31, 2020, there were over 2.8 million users of our free tools.
ALL YOUR ACCOUNTS CAN BE MANAGED FROM ONE SECURE LOCATION.
You may view any account you have with Personal Capital in one location. On our dashboard, you may manage your debt, investments, equities, 401(k), IRA, and even your bank accounts.
TOOLS FOR INTERACTIVE CASH FLOW
With the help of the cash flow graph, you can view your monthly total earnings and total outlays for all of your accounts.
MONITOR YOUR INVESTMENTS
Use the Investment Checkup tool to see how your investments are doing and how they could perform even better. Compare the allocation of your portfolio that is currently in place to the optimal target allocation that is intended to accomplish your financial objectives by minimizing risk and maximizing returns.
BUILD A RETIREMENT PLAN
Your retirement planner will enable you to plan, monitor, and anticipate your retirement all in one simple location.
FOR APPLE WATCH
Establish a spending goal and keep track of it while you’re on the go. Check your status quickly for the current date, month, or year. Check the date to easily access your spending.
YOUR PERSONAL INFORMATION WILL NOT BE SOLD.
Your interests are always prioritized at Personal Capital. This includes refraining from selling your personal data. Additionally, we demand that any third parties with whom we share your information in order for them to assist us in providing our services not sell your personal information. Nobody wants their personal details to be given to telemarketers, after all.
Please visit personalcapital.com/privacy-policy to view our privacy statement.