Personal Capital

United States / US English

Personal Capital

Personal Capital Corporation,


Store Category Version Last Update Avg. ratings
Apple Finance 6.6 November 20, 2017 4.47

ASO Score & Checklist

88%
App Name
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App Description
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Versions
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Version 6.6 released on November 20, 2017
Bug fixes.

Version 6.5 released on November 02, 2017
Support for iPhone X including Face ID. Addressed issue with filtering accounts in the Asset Allocation feature on iOS 11.

Version 6.4 released on October 05, 2017
Ability to export the net worth page as a PDF. Query Siri for account balances with iOS 11. Adding new accounts is easier with password auto-fill using iOS 11 keychain.

Version 6.3 released on July 31, 2017
- Retirement planner now on iPhone; education, home purchases, vacations, a new car, see how it all impacts your financial future - Custom categories are now on all devices - Improvements to the Personal Strategy feature for investment clients - Investment clients can now add funds to their accounts from inside the app

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App Description

Track and manage your financial life. Personal Capital combines award-winning financial tools with personal attention from registered financial advisors. Transform the way you understand, manage and grow your net worth. THE MODERN WAY TO TRACK AND MANAGE YOUR NET WORTH Our unique combination of people and technology makes Personal Capital the smart choice because you can see all of your accounts in one place. Our app provides real-time data that uncovers trends and accurately reflects your cash flow. As fiduciaries, our advisors are legally bound to act in your best interest so we will never put our personal financial gain above yours. Let Personal Capital help ensure that you’re always moving towards your financial goals – at significantly less cost than traditional financial advisors, and with no hidden fees. PERSONAL CAPITAL: MILLIONS OF PEOPLE. BILLIONS IN ASSETS "2017 Personal Best List" - Kiplinger "2016 FinTech 50" - Forbes "2014 & 2015 CNBC Disruptor 50 List" – CNBC "Best 5 Free Apps to Invest Smarter" – CNN "Time Magazine's 50 Best Websites" – Time "Best Online Tool to Track Your Investments" – Forbes "App Store Staff Pick" – iTunes "Editors’ Choice" – Macworld "One of the top Registered Investment Advisors (RIA) in America" - The Financial Times "Minimal account connection hassles, detailed financial information, and the option to speak directly with a financial advisor make Personal Capital the best free finance tracking app available." – Macworld START NOW FOR FREE With the free Personal Capital app, you can easily and quickly link your accounts. We integrate with over 14,000 financial institutions, including Fidelity, Schwab, Wells Fargo and thousands of local and regional credit unions. You can be up and running in about a minute for a 360° view of your financial life. INTERACTIVE CASH FLOW TOOLS Create and follow a budget. See if you’re spending more than you’re making. Monitor credit card balances. See detailed income and spending by category or payee. Review transactions in the last 24 hours with the Recent Transactions Today extension. TRACK YOUR INVESTMENTS What’s the market doing and how is it affecting your assets? Track the numbers by account, asset class or individual security. Compare your portfolio against major market benchmarks and stay on track to meet your investing goals. Install the Holdings Today extension to track daily market and individual holdings movement. PLAN FOR RETIREMENT With Retirement Planner, you’ll know exactly where you stand relative to your retirement goals. Now you can build, manage and forecast your retirement in one convenient location. PERSONALIZED INVESTMENT ADVICE Personal Capital’s registered financial advisors provide customized advice tailored specifically to your goals. BUILT-IN INVESTMENT INTELLIGENCE With Investment Checkup, you can compare your portfolio’s allocation to the ideal target allocation and see how well your investments are doing. Uncover opportunities for diversification, minimize risk, and pinpoint hidden fees to fine-tune and improve performance. UNCOVER HIDDEN FEES Is your portfolio working as hard as it could be? The Allocation Checkup feature could save you thousands on expensive mutual fund fees. PERSONAL CAPITAL FOR APPLE WATCH Set a spending target and track it on the go. Quickly check your status by day, week, month or year. Access your spending simply by checking the date. BANK-LEVEL SECURITY You can use the Personal Capital app with confidence. Our two-step remote authentication process builds in an extra measure of security to verify your identity and your device, so you can manage your money and finances knowing your data is safe. NEW VOICE ACTIVATION Now with iOS 11, you can ask Siri to give a summary of your accounts, check current balance and more.

App Screenshots

Personal Capital Screenshot Personal Capital Screenshot Personal Capital Screenshot Personal Capital Screenshot

Personal Capital Ranking History | Finance

Personal Capital daily app ranking in Finance category for the last 30 days.

Personal Capital Worldwide Rankings | Finance

Personal Capital rankings per country in Finance category.

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