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Personal Capital Money and Investing

Personal Capital Corporation・{{app.url}}・

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{{app.name}} is 32-bit. It will not be supported in macOS 10.15 Catalina (2019 release) unless it is updated by the developer.

About the app

macOS version built with Catalyst

Ready for Apple Silicon

macOS version has a universal binary & runs natively on Apple Silicon Macs.

Ready for Windows on ARM

Windows version has a native ARM64 binary & runs natively on Windows ARM devices.

Description

Track your money. Follow your investments. Manage your wealth. Easy-to-understand charts and graphs make it simple to monitor your financial well-being. A comprehensive view of your income, spending, and investment performance can help you achieve better financial outcomes(live a better financial life ), with less worry.

iTunes App Store Staff Pick

Macworld Editors’ Choice
Best 5 Apps to Invest Smarter -CNN
Time Magazine's 50 Best Websites

“Minimal account connections hassles, detailed financial information, and the options to speak directly with a financial advisor make Personal Capital the best free finance tracking app available.” – Macworld

+A 360° View of Your Financial Life
Link your accounts using Personal Capital for a complete financial picture. At a glance you can see your checking & saving accounts, credit card spending, and investment performance. The first step to living a better financial life is having all your accounts in one place.

+Track Your Investments

How’s the market doing? More importantly, how are YOU doing? Compare your performance against major market benchmarks using the Personal Capital “You Index” and stay on track to meet your financial goals.

+Asset Allocation Review
Built in financial intelligence will review asset allocation and uncover opportunities for diversification.

+Portfolio Checkup
A quick portfolio check up can potentially save thousands on expensive mutual fees.

+Get Help Meeting Your Financial Goals
On the road to financial success, it helps to have a guide. As a Registered Investment Advisor (RIA), Personal Capital provides objective financial advice tailored to your goals. Talk with us if you want, how you want -- FaceTime, email, or phone. We’ll assign a personal wealth management advisor to discuss your needs.

+Bank Level Security
Use with confidence. Our two-step remote authentication process builds in an extra measure of security to verify your identity and your device, so you can manage your money remotely knowing your data is safe.

+Get Started Now
Linking your accounts is simple – we integrate with over 10,000 financial institutions. It takes just a minute to download the app and discover a superior way to manage your money.

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{{context.platforms[thePlatform].versions[pv.platformVersion].fullname}} {{ pv.status.replace("-", " ") }} Runs natively on Apple Silicon Runs under Rosetta translation on Apple Silicon Runs natively on Windows ARM devices Runs in x86/x64 emulation on Windows ARM devices {{ pv.appVersion }}
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