They keep it free by offering fee-based wealth management tools for high net worth individuals. It offers a cool asset allocation tool, analyzes your fees (so you’re not leaving money on the table), and monitors your investment performance.Īll it takes to use Personal Capital is signing up for a free account, connecting your accounts, and you’re good to go. I use Personal Capital on a near daily basis mostly for investment tracking and retirement planning. ![]() This personal finance app takes a big picture approach, and it’s easy to use, offering a clean, intuitive interface. Personal Capital has a comprehensive list of money tools that let you track your spending, see and interact with your investments, check your net worth, and more. This financial app takes top status for more than retirement planning though, it’s also free. Personal Capital is tops for me for a lot of reasons, mostly how it focuses on retirement planning – really, we’re all playing the long game.
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