Personal Capital – Cashback, Rebates & Rewards

This is the best aggregator tool I have found to give me an overall view of my portfolio. Keep up the good job. Just a heads up: you WILL get marketing calls to convince you to join their active management group (i.e. they will manage your money for a fee) - but I understand that building the app costs money.

I would like the retirement calculator to have adjustable returns. Also, being able to adjust incorrect entries pulled in from accounts. When things are wrong, there is no way to correct them.

Dashboard is clean and easy to read, they actually partner with AMEX for charges unlike competitors who miss this crucial partnership for true financial overview.

I'm a retired Portfolio Manager from a major Wall Street firm. I think Personal Capital is a great way to safely view various accounts in the aggregate without putting all of your faith in one institution. Personal Capital provides good ways to view your accounts and their holdings, and with many good tracking applications within the site. As a "self-directed" investor I do occasionally get annoyed by the pitches to manage my investments. I do wish they had a way I could pay for the services I use and not feel like I have random advisors trying to pitch me on a fee based account. I know they have to have a revenue source, but I would happily pay for the benefit I receive.

I genuinely love Personal Capital. I’ve never had a wholistic view of my net worth before. It provides easy visibility to spend categories and how I’m tracking on expenses vs prior month. I have a few retirement accounts so it’s nice having an aggregated view of all my accounts in one centralized space. I would highly recommend Personal Capital. Both the desktop and mobile (app) view are user friendly.