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You’ve been investing in your future. Now let us invest in you. Get 6 months of free wealth management for clients who open an account and fund above $250,000 within 30 days of account opening.
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Factor inflation into your retirement plans. Simulate market crashes and worst-case scenarios. Prepare for major life events and big expenses. Estimate how much you’ll have to spend.
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Millions of people use the Retirement Planner to see if they’re on track, and what they can do to improve their chances of retirement success.
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Use this retirement calculator to see if your portfolio is likely to support your retirement goals - single-step flow.
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See all your money accounts in one place, in real-time. Get your Retirement Readiness Scoreâ„¢ in minutes. Use Fee Analyzerâ„¢ to find hidden fees. Start using these ...
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Take Control of Your Taxes with your free Tax Hacks Guide and free financial Dashboard
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Use this calculator to get a quick estimation of your net worth based on specific assets and liabilities.
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Millions of people use the Retirement Planner to simulate market crashes and worst-case scenarios
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See how well your investments are performing – and how they could do even better – with the Investment Checkup tool. Compare your current portfolio allocation to the ideal target allocation ...
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The Personal Capital Home Buying Guide is designed to help you navigate the ins and outs of buying a first home.
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Millions of people use the Retirement Planner to set a plan, stay on track, and work towards retirement success.
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Get your Retirement Readiness Score™ in minutes. Run the Recession Simulator to get perspective on today’s market. Use Fee Analyzer™ to find hidden fees in your retirement ...
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See and track your true net worth with our award-winning Dashboard.
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Get the Retirement Planner™ that finds hidden fees. Compare scenarios to see what impact today’s changes could have on your retirement tomorrow.
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Socially Responsible Investing is a way for you to support and invest in companies that align with your values. Start with our FREE, powerful Dashboard, then talk to an advisor about building a ...
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See how much you’re saving, and how much you should be saving. Use it to plan your annual retirement savings, your emergency fund, and progress towards paying down debt
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Financial Tools page: Get a 360-degree view of your money. See all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
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See how we compare with Mint. Personal Capital offers a free, powerful financial Dashboard, so you get a complete view of your finances and even plan for retirement. Plus, you can talk with a ...
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Private Client Group: Free Financial Analysis on the Best App for Investors. Directed towards investors in our $3m+ asset tier.
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Your better financial life starts with 3 steps. Sign up for our free award-winning financial Dashboard to download your guide and get key planning insights.
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Retirement is the beginning of an exciting new stage of life. In this gated report, Personal Capital's team of Certified Financial Planners â„¢ and registered financial advisors share their insights ...
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Get truly comprehensive wealth management for all of your accounts. We’ll monitor and rebalance your employer-sponsored retirement accounts, including 401k and 403b. Plus, track all of your ...
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Track your entire portfolio for free. All your accounts in one place Plan for retirement Monitor your investments Uncover hidden fees
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Thinking about taking a loan from your employer plan? Use our 401k Loan Calculator to determine the true cost of the loan. Then, download our free tools to see a complete view of your finances.
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Personal Capital offers a free, powerful financial Dashboard that lets you see all your finances in one place. Plus, when you become a client and invest over $200,000, you’ll get a dedicated ...
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Personal Capital offers a free, powerful financial Dashboard, so you get a complete view of your finances and even plan for retirement. Plus, you can talk with a licensed fiduciary advisor to get a ...
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Sign up now to get our top 65 retirement tips for free.
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Private Client Group: Free Financial Analysis plus the Best App for Investors
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