We’ll cover each of these tools in more depth below.Īdditionally, the company offers fee-based wealth management services to investors. The tools provide various insights into your investments and overall financial standing. This Personal Capital review focuses mainly on their financial tools, however, we’ll also provide a quick summary of their wealth management services.Īs we’ve mentioned, Personal Capital offers a robust suite of free financial tools to anybody who registers with a free account. If you’re new to Personal Capital, it helps to think of the company as two separate units – free financial tools on one side and wealth management services on the other. Track your investments, understand your cash flow, and plan for your future – and do it all in one place for free! Get started here.
Track Your Financial Goals for Free – Use Personal Capital’s free financial tools to track your finances and reach your goals. We’ve even updated the review for 2021, so you have the most current information on Personal Capital available. The following Personal Capital review provides a detailed explanation of each tool, describes how we use them, and offers tips for how you can make the most of the free tools that are available. Want to know how Personal Capital can help you? You’re in the right place. Use of the tools is always free, making them our favorite alternative to Quicken and other “pay to play” tools. Signing up for an account is easy, and you’re under no obligation to purchase anything from the company. There are no gimmicks or fine print to worry about. In our opinion, Personal Capital provides the best free tools for tracking your investments. Over the last several years, we’ve tried several wealth management and financial tracking tools.
Personal Capital’s financial tools are available to everybody, allowing you to see a complete picture of your financial situation all in one place. Thankfully, these tools aren’t just for clients. Personal Capital is a wealth management company who also offers a powerful suite of free money tools. For more about our advertising policies, read our full disclosure statement here. Should you click on these links, we may be compensated. This article may contain references to some of our advertising partners.
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