Personal Capital – review (my experience)

Today I will share my review of being a Personal Capital user for 3 years – the good, the bad, and the conclusion.

Overview

Personal Capital website allows you to create an account on their website and map all your investment and cash accounts to your personal capital account. You can map your IRA, Roth IRA, regular trading account, your SEP IRA, your joint trading account, and even your checking account to your Personal Capital account.

Personal Capital Benefits

  1. Asset Allocation (Holistic picture)

In today’s day and age, it is natural to have several investment accounts. In addition, you might be managing your finances at the household level and suddenly you have your spouses accounts to monitor too. As an investor, it is critical for you to know how your portfolio looks at the aggregate level.

Personal Capital - Target Asset Allocation

Personal Capital – Target Asset Allocation

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