Personal Capital – Cashback, Rebates & Rewards

This company is helping people who is looking for financial services

Some great technology but not particularly impressed with their investment performance! I give them high marks for diversifying but I have little difficulty beating their performance! I keep only a portion invested with them as a hedge on the off chance I am wrong:) The Rebranding was a remarkable stupid decision!

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.

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.