73
fair

Personal Capital: Investing | unitQ Score

The unitQ score is the fraction of public feedback data (iOS & Android) that mentions quality issues.
100 = No Issues. 50 = Some Issues. 0 = All Issues
2 Points Past 7 Days
Category: Finance
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30-Day Trend
 
Poor
 
Fair
 
Good
 
Epic
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Android unitQ Score
Android User Feedback
32%
Android
55 Reports
iOS unitQ Score
iOS User Feedback
68%
iOS
116 Reports
User Feedback
68%
iOS
116 Reports
32%
Android
55 Reports
Personal Capital: Investing - Latest Quality Issues
Android
May 5, 2021
I want to like it, truly. But compared to other apps, its clunky, lacks features and looks like it came from 2006. What it does have, is very clunky. I'm not one for super slick UI or a boatload of features, but personal capital seems to have lagged the competition
Android
May 3, 2021
The app is good, when it works. It's constantly asking for reauthorization to my account. And my HSA was linked but for some reason it had some issues updating. So I tried to unlink it to relink it again. But it won't link again. I've asked service for help and have yet to hear from them. This app has the potential to be really good, but there are still several bugs they need to work out.
iOS
May 2, 2021
Terrible
Terrible app. Zillow home value does not update. Can't delete an existing home asset account.
Android
May 2, 2021
Great app to keep track of your finances. 5/5 Edit: Over time, more and more of my accounts have succumbed to syncing problems. First it was the 401k, and now it's Chase credit cards. I've heard of other people with the same issues. Might give Mint a try. 😕 3/5 Update (11/11/20): Chase is syncing again, but 401k still has issues. 4/5 Update (04/05/2021): 401k syncing again! 5/5!
Android
May 1, 2021
One year later, still offers a complete lack of connectivity to banks it says it supports, and has not resolved these issues despite numerous reports. Other apps do not have these issue with the same banks. Perpetually unresolved.
iOS
May 1, 2021
Wants personal banking info and passwords
They want you to link all your bank accounts and give them the bank account numbers and passwords and won't let you skip this. Deleted app before risking my bank account being drained and identity being stolen
iOS
Apr 30, 2021
Horrible
Horrible app,I linked a Capital 1 account and it stays behind 3 days,doesn't keep up with transactions at all !
Android
Apr 30, 2021
Can we get a timer to set for widget refresh ? 15 min is too long.
iOS
Apr 28, 2021
Loads slow and doesn’t update more than 1x/day
Otherwise its good to have an all in one.
Personal Capital: Investing - Product Description
Monitor all your investments, retirement, and finances with the only portfolio tracker you’ll ever need.

The Personal Capital Investing and Finance App - this is the smart way to track and manage your personal finance. Now you can see all your accounts in one place—bank accounts, stocks, retirement funds, and your investments.  Use our Retirement Planner tool or become an investment client to get access to our financial advisors. This is more than a portfolio tracker, this is professional-grade tech to help you take control of your finances.

"Best App for Investors" - CNBC, 2021
"Best Financial App Award" for 2021 by Money Under 30
"Best for Portfolio Management" - for 2020 by Investopedia

START NOW FOR FREE
Join over 2.8 million people who use our free tools (as of 12/31/20).

MANAGE ALL YOUR ACCOUNTS IN ONE SECURE PLACE
With Personal Capital, you can see all of your accounts in one place. Manage your bank accounts, 401k, IRA, investments, stocks, and even debt, all on our dashboard.

INTERACTIVE CASH FLOW TOOLS
The Cash Flow graph allows you to see your total income and total expenses across all of your accounts, month over month.

TRACK YOUR INVESTMENTS
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 designed to minimize risk and maximize returns to meet your financial goals.

PLAN FOR RETIREMENT
Build, manage, and forecast your retirement in one convenient place with your Retirement Planner.

PERSONAL CAPITAL FOR APPLE WATCH
Set a spending target and track it on the go. Quickly check your status by day, week, month, or year. Access your spending simply by checking the date.

WE DO NOT SELL YOUR PERSONAL INFORMATION
At Personal Capital, we keep your best interests in mind. This includes not selling your personal information. And if we share your information with third parties to help us deliver our services, we require that they don’t sell your personal information either. After all, nobody wants their contact information sold to telemarketers. Want to learn more about this? Please see our privacy policy at personalcapital.com/privacy-policy.
"For more information about Personal Capital's advisory services, including fees and full disclosures, visit personalcapital.com/wealth-management. © 2021 Personal Capital Corporation, a wholly owned subsidiary of Empower Holdings, LLC. All rights reserved.
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