Personal Capital
Financial management solution for tracking and planning money.
Personal Capital is a financial management resource that organizes money in one place. Users access comprehensive tools for tracking investments, planning for retirement, and analyzing net worth.
With the ability to view all financial accounts together, it simplifies understanding one’s financial health.
People set financial goals and work towards achieving them. Insights into spending habits and investment performance allow for informed decision-making. Personal Capital supports reviewing financial health at a glance and provides valuable analysis to assess strategies for savings and investments.
- Track investment performance easily
- Plan for retirement effectively
- Analyze spending habits accurately
- Manage multiple financial accounts
- Set and achieve financial goals
- Monitor net worth changes
- Get insights on investment fees
- Assess future cash flow needs
- Evaluate savings and investment strategies
- Review financial health at a glance
- User-friendly interface
- Comprehensive financial tracking
- Retirement planning tools
- Investment performance analysis
- Holistic view of finances
Monitor finances and analyze investments in one easy place.
Financial calculators for tracking and analyzing spending habits.
Connect and track all your finances in one place.
Manage budgets and track expenses with customizable features.
User-friendly investment management support and insights.
Modern financial advisor for personalized investment management.
Monitor financial goals and track progress towards independence.
Product info
- About pricing: Subscription
- Main task: Fees
- More Tasks
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Target Audience
Individuals seeking financial advice People planning for retirement Young professionals managing finances Families budgeting for future expenses Investors tracking portfolio performance