Comments on: Personal Capital Review – Managing All Your Investments in One Place

By: Faz

Faz — Sun, 07 Oct 2012 01:59:58 +0000

Thanks for sharing! The interface looks great, and it’s nice to have the option to get advice from a financial advisor, albeit for a fee. But the list of accounts that can be added is still quite limited, so I would have to add a lot of holdings manually. I think for now I’m stuck with HelloWallet until Personalcapital.com expands their account access

By: Manette @ Barbara Friedberg Personal Finance

Manette @ Barbara Friedberg Personal Finance — Sat, 06 Oct 2012 22:57:50 +0000

I am also using Mint to track my investments though I know that there is something missing from its features. I would like to try this one and let me see how it works compared with Mint. Thanks for sharing!

By: Jeff Rose

Jeff Rose — Fri, 05 Oct 2012 01:39:28 +0000

@ Nicole I think Personal Capital is a far superior product. The big difference between them and Portfolio Monkey (as of now) is that PC is attempting to lure youf investment advisory business. So they want to make sure there free platform is “legit”. PM is still a completely free program that is currently not trying to make money. It’s a great tool, but my fear is that they’ll eventually shut down shop.

By: Nicole C.

Nicole C. — Fri, 05 Oct 2012 00:40:26 +0000

I remembered you reviewed Portfolio Monkey earlier. How do you compare these two websites? In my opinion, I think personal capital is more easy to use. In fact, I just did my portfolio review with pc 2 days ago. I will keep using of to review my investment semi-annually to see if rebalancing is needed.