Personal Capital Financial Software

What do you like best?

Focus on investment side with breakdown of your current portfolios, it also provides management for a fee and a checking account. Recommend this product for:

High-net-worth investors.

Hands-off investors.

Tax optimization.

Free financial management tools.

Access to human financial advisors.

What do you dislike?

It wasn't clear if they will ever sell customer data but I got a lot of calls from the management side

Recommendations to others considering the product:

The Investment Checkup is limited and may or may not provide a full picture of your financial situation and/or goals. But I found it super usefully relatively compared to a human advisor.

What problems are you solving with the product? What benefits have you realized?

Seeing the breakdown of my portfolio, balancing risk by having X-ray view on the fund performance