Personal Capital

Reviews (5) . Excellent
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5 User Reviews

Brady A. - February 1, 2019

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My biggest take away from my MBA program in Corporate Finance – “You get what you measure!”. Personal Capital enables me to quantify and follow my own accounts a similar way I track my professional obligations. It’s an easy way to maximize future growth and seize the opportunity of tomorrow.

Zach Zitney - February 1, 2019

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Simply the best solution for knowing each part of your own financial life. The individual capital dashboard spares your time and money, in funds, it’s the information you don’t know about what hurts you the most. Never before has it been so easy to plan, budget, analyze and stay aware of every one of your funds. Thank you Personal Capital for such a wonderful solution.

James - January 27, 2019

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I check it frequently and use it to follow my spending and income, just as investments. It’s been fun, and I appreciate the visual, and the capacity to see everything in one place. I simply wish there were options to include crypto accounts and other manual entries to get a progressively precise and full picture for things outside of banks and investment accounts.

N.Y. - December 7, 2018

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Great software and dashboard. Just missing a star because there’s no option to pin the sidebar after opening the webpage and because that the budgeting part of the site is lacking compared with contenders. A more robust budgeting system and a pinned sidebar make this 5 stars effectively because of usability and support. Thank you!!!

Kevin - January 10, 2018

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Extremely intuitive, and even sometimes fun, a tool that enables individuals to get a handle on their whole financial picture in a moment or separate it to the moment detail. I love this application and have made it a goal to recommend to as many people as possible!!!

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