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About Personal Capital

Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide.

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Screenshots & Videos

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Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online
Personal Capital Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Screenshots of Vendor Pricing Page

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Disclaimer: The pricing details were last updated on 22/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Personal Capital Alternatives

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Personal Capital Reviews

User Rating

4.3/5 (Based on 4 Ratings)

Rating Distribution

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Personal Capital FAQs

Does Personal Capital provide API?

No, Personal Capital does not provide API.

Personal Capital Contact

Vendor Details

Redwood City, California

Contact Details

Not available

Social Media Handles


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