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  • Personal Capital - Investing and Finance App screenshot 1
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About Personal Capital - Investing and Finance App

Monitor all your investments, retirement, and finances with the only portfolio tracker you’ll ever need.
The Personal Capital Investing and Finance App - this is the smart way to track and manage your personal finance. Now you can see all your accounts in one place—bank accounts, stocks, retirement funds, and your investments. Use our award-winning tools like the Retirement Planner, or talk to a financial advisor, to get a personalized plan for your retirement. This is more than a portfolio tracker, this is professional-grade tech to help you take control of your finances.


MANAGE ALL YOUR ACCOUNTS IN ONE PLACE
With Personal Capital, you can see all of your accounts in one place. Manage your bank accounts, 401k, IRA, investments, stocks, and even debt, all on our dashboard.

PERSONAL CAPITAL: Join over 2.4 million people who use our free tools.
“Personal Capital is the tool to beat.” – The New York Times, August 2018
“2019 FinTech 50” – Forbes
“Time Magazine’s 50 Best Websites” – Time
“I haven’t seen any other tool like this.” – Jean Chatzky, Real Simple Smart Money, August 2019 in reference to the Smart Withdrawal™ tool.

START NOW FOR FREE

INTERACTIVE CASH FLOW TOOLS

TRACK YOUR INVESTMENTS

PLAN FOR RETIREMENT

PERSONAL CAPITAL CASH™ - one secure place for your cash
For additional information and to see full terms, visit personalcapital.com/cash.

PERSONAL CAPITAL FOR WEAR OS
Check how your portfolio is doing and view the top five gainers and losers at a glance from your Wear OS (formerly Android Wear).

WE DO NOT SELL YOUR PERSONAL INFORMATION
At Personal Capital, we keep your best interests in mind. This includes not selling your personal information. And if we share your information with third parties to help us deliver our services, we require that they don’t sell your personal information either. After all, nobody wants their contact information sold to telemarketers. Want to learn more about this? Please see our privacy policy at personalcapital.com/privacy-policy.

* For more information about Personal Capital's advisory services, including fees and full disclosures, visit personalcapital.com/wealth-management. © 2020 Personal Capital Corporation, a wholly owned subsidiary of Empower Holdings, LLC. All rights reserved.

What’s new

Version 10.0.1 · Updated December 9, 2020

The new Financial Planning tool lets you know if you are on track to meet your financial goals. Get personalized insights on your retirement savings or withdrawal goals. Verify if you have enough emergency funds set aside or if you can possibly put those funds to better use. Evaluate your debt and how best to pay it off.

User reviews

Randall Clayton
Randall Clayton
Very helpful in managing my finances
Claire Adams
Claire Adams
Love this app..... everything is at your fingertips! No issues with app.
Andrew Orell
Andrew Orell
So far so good !
Dylan Flaute
Dylan Flaute
This app is entirely free and remarkable. All I have to do is link my accounts and I can see all the graphs, numbers and calculations. Its fantastic and this app will save your wallet!
Joshua dos Santos
Joshua dos Santos
I have been using for years. It's been great to keep track of all my accounts, and giving me a full picture of all my finances. Would recommend.
A Google user
A Google user
Why are there no options to add foreign currency accounts? Should be an easy addition of modules for currency selection and conversion?

Frequently asked questions

What can I track and manage with the Personal Capital Investing and Finance App?
You can track and manage all your investments, retirement funds, and finances using the Personal Capital App.
Can I see all my accounts in one place with Personal Capital?
Yes, with Personal Capital, you can manage all your accounts, including bank accounts, 401k, IRA, investments, stocks, and debts, in one dashboard.
What are some of the tools offered by Personal Capital?
Personal Capital offers tools like the Retirement Planner, Interactive Cash Flow Tools, and Investment Tracking to help you manage your personal finance.
How can I start using Personal Capital?
You can start using Personal Capital for free by signing up on their website or downloading the app.
What are the accolades Personal Capital has received?
Personal Capital has been named "The tool to beat" by The New York Times, included in Forbes' "2019 FinTech 50," and listed as one of Time Magazine's "50 Best Websites."
What is Personal Capital Cash™?
Personal Capital Cash™ is a secure place where you can keep your cash. For more information and terms, visit personalcapital.com/cash.
Can I track my portfolio using Wear OS?
Yes, Personal Capital has a feature for Wear OS (formerly Android Wear) that allows you to track your portfolio and view the top gainers and losers.
Does Personal Capital sell personal information?
No, Personal Capital does not sell your personal information. They also require any third parties they share information with to not sell your personal information. You can learn more about their privacy policy at personalcapital.com/privacy-policy.
Where can I find more information about advisory services and fees?
For more information about Personal Capital's advisory services, including fees and full disclosures, visit personalcapital.com/wealth-management.

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