You probably already knew that you can track the detailed balances and holdings in all of your accounts, including investment, checking, savings, and credit cards with one login.
Personal Capital doesn’t actually store your passwords for those other sites, and the access they’re granted is read-only, so it’s not like a hacker could transact on any of your accounts.
Tracking spending is vitally important to any plan to pursue financial independence or simply to get a handle on your own finances.
Personal Capital’s Fee Analyzer will comb through your investments, calculating how fees impact your investment returns.
They’ll show you how your portfolio compares to what they consider to be a more ideal allocation across sectors.
Personal Capital’s Retirement Planner combines your current assets with several inputs that you can alter and displays your present status.
If you have mortgage loans, student loan debt, personal loans, or any type of consumer debt, Personal Capital can track it.