It can also assess the impact on your 401k of major life events such as the birth of a child, illness, college fees etc. The investment analyzer does the same for your investments to see where your existing investments and holdings can be diversified to improve your returns.īy telling Personal Capital exactly how much income you expect to have in retirement, Personal Capital calculates exactly how on or off track you are. One of the ways it does this is via a fee analyzer and an investment analyzer.įor example, the retirement fee analyzer immediately identifies areas where you may be getting ripped-off or over charged with 401K admin or management fees. What makes Personal Capital different to many budgeting apps is that it also helps you save money on existing investments. It analyzes your investments to save you money. You can also download any transactions synced with Personal Capital in CSV format. That’s not to say that hiccups don’t happen as much depends on technical changes made by financial institutions but it’s so much more reliable than Quicken. This includes checking, savings, 401k, mortgage and investment accounts. It syncs extremely well with all major financial institutions, aggregates your accounts and makes it easy to get an overview of your finances. If you’re tired of constant syncing issues and problems with Quicken, Personal Capital is a breath of fresh air.
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