Vetted Score
4.5
/ 5.0
Earns a strong score for its robust free analytics, multi‑platform access, and reputable advisory service, though premium fees are asset‑based.
Key Features
Unified Financial Dashboard
Aggregates bank accounts, credit cards, investments, and loans into a single, real‑time view.
Retirement & Investment Planning
Provides retirement calculators, fee analysis, and portfolio performance tracking.
Cash Flow & Budgeting Tools
Tracks spending, categorizes transactions, and offers budgeting insights without extra cost.
Frequently Asked Questions
Yes, the core budgeting and financial dashboard are free; advisory services incur fees based on assets under management.
Personal Capital is available via any web browser and has native apps for iOS and Android.
There are no monthly subscription fees; premium wealth‑management fees are charged as a percentage of the assets they manage.
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Specifications
Pricing Model
Free core dashboard for budgeting and expense tracking; premium wealth‑management advisory fees are charged as a percentage of assets under management.
Supported Platforms
WebiOSAndroid