“If you’ve got a varied portfolio of financial interests Personal Capital has plenty of appeal and works to great effect via the app and especially the Apple Watch edition.”
Critical Assessment
What Critics Praise
- Exceptional user experience
- Excellent investment data and feedback
- Personalized retirement planning
- Good customer support
- All‑in‑one dashboard
- Rich feature set
Points of Contention
- Limited transaction management
- No credit health information
- Cannot manually enter transactions
- Advisory fees
Professional Reviews
2 reviews from 2 critics75
Rob Clymo
TechRadar
70
Kathy Yakal
PCMag
“Personal Capital is light on personal finance tools but heavy on investment tracking and retirement planning.”
