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Personal Capital - Investment Portfolio Management Software

Personal Capital

Streamline your investments and reach financial goals.

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Personal Capital offers custom pricing plan

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What is Personal Capital?

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, retirement planning, unlimited stock tracking, diversification analysis, online banking, bill reminders and investing education.

Pricing

  • Personal Capital offers custom pricing plan

Customer Type

  • Large Enterprises

  • Medium Business

  • Small Business

Platform Type

  • SaaS/Web/Cloud

  • Mobile - Android

  • Mobile - iOS

Personal Capital software demo

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Personal Capital Pricing

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Free Trial

  • Not available

Personal Capital Pricing

  • Personal Capital offers custom pricing plan

Pricing Model

  • Paid Plans (Quotation Based )

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Screenshots of the Personal Capital Pricing Page

Disclaimer: Pricing information for Personal Capital is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

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Personal Capital Reviews & Ratings

Rating Distribution

Excellent

(2)

Very Good

(1)

Good

(1)

Poor

(0)

Terible

(0)

User Review

C

customer

04/01/24

3 out of 5

nothing to say

Date of experience: April 01, 2024

P

PatrickG

02/07/24

4 out of 5

A long time customer….

Some great technology but not particularly impressed with their investment performance! I give them high marks for diversifying but I have little ...

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RL

Renee L

12/13/22

5 out of 5

"Great for easy daily wealth management"

What do you like best about Personal Capital Wealth Management? I love the daily email feature the most, it gives a snapshot of all the ins and outs ...

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SS

Sathish S

10/07/22

5 out of 5

"Good Wealth leads to Good Position"

What do you like best about Personal Capital Wealth Management? The organisation mainly concentrating on the wealth of the individual or group.They ...

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Personal Capital Support

Customer Service

Online

Location

Redwood City, California

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Some top alternatives to Personal Capital includes kopilot, MProfit, PMplus, Shootih and Kubera.

No, Personal Capital doesn't provide API.

Yes, Personal Capital provides mobile app.

Personal Capital is located in Redwood City, California

Personal Capital offers Quotation Based pricing model

We don't have information regarding integrations of the Personal Capital as of now.

The starting price is not disclosed by Personal Capital. You can visit Personal Capital pricing page to get the latest pricing.

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Researched by Rajat Gupta