One thing that I have craved for investors is a tool that allows you to sync all your investment accounts in one place, but one that also gives you more investment related analysis.
I took out an account to do a full Personal Capital review of the financial aggregator, which means you can link all of your financial accounts – your investment portfolio, your checking and savings accounts, credit cards and other loan accounts – all into the same platform.
That means that the site will provide you with a place where you can view your entire financial life in one place.
Mint does a fantastic job of giving you numbers, but falls short on giving you a greater insight into your overall investment portfolio.
For my clients, I subscribe to Blueleaf – which is fantastic. The only downside is that you have to be my client (or another advisor that uses it) to get access to it. I realize that everyone will not be my client so the hunt continued for another option. I then discovered Personal Capital.
I was so excited to learn more about it that I immediately signed up. I synced all my investment accounts to give Personal Capital a try. In the meantime, I had Kevin write a review about them so you can better understand how this awesome (and often free) program works.