Empower Personal Dashboard

Comprehensive Wealth Management: Personal Capital is like having a financial wizard right at your fingertips! Offering a comprehensive toolkit, this app has got your entire financial journey covered. From keeping an eye on your investments, diving deep into portfolio analysis, to mapping out your golden retirement years – it’s all here.

Investment Checkup: Step right up and give your investment portfolio the attention it deserves with the app’s standout feature: Investment Checkup. Think of it as a financial health screening for your investments, pinpointing exactly where there’s room for growth and improvement. With tailored advice on diversifying assets, cutting down on taxes and boosting overall performance, this tool is your secret weapon for financial finesse. So why wait? Dive in and let’s optimize that portfolio for a brighter, wealthier future! Welcome to smart investing made simple.

Net Worth Tracker: Embark on a journey to financial clarity with Personal Capital, your go-to tool for tracking net worth with precision and ease. With a holistic view of all your assets and liabilities at your fingertips, you’re perfectly poised to grasp your financial standing like never before. This isn’t just about numbers; it’s about understanding, progress and steering confidently towards your financial aspirations.

Retirement Planner: The app includes a robust retirement planning tool, helping users to project their income and spending in retirement. Users can adjust various inputs to see how changes in their savings rate, retirement age and other factors will affect their retirement outlook.

Budgeting and Spending: Dive into a world of financial clarity and control with Personal Capital’s budgeting tools, a real game changer for anyone looking to get a grip on their daily expenses while keeping an eye on the bigger financial picture. This isn’t just about tracking dollars and cents; it’s about empowering users to set achievable spending goals each month, pinpoint potential savings and align their day-to-day financial choices with their long-term aspirations.