Personal  Capital Review: Is It Right For You?

Wealth management platforms provide various services, features, and benefits such as setting goals, personalized categories, strategic budgeting plans, and more.

Today, we will be discussing Personal Capital and how it offers the much-needed facilities to help those who are looking for a money management and investments platform.

What Is Personal Capital?

Personal Capital is a digital wealth platform that offers free net worth tracking and investment planning.

Personal Capital Free Financial Tools

1. Budgeting

This tool can be used on a free or paid version. The budgeting tool monitors your cash flow and spending patterns.

2. Cash Flow Analyzer

After you have set up a budget, it will start to track your income and expenses from the various financial accounts you have linked to Personal Capital.

3. 401(k) Analyzer

Using this analyzer, you will have access and know exactly what each fee is in the plan and how much it will cost you in total.

4. Retirement Planner

This planner uses different kinds of “what if” outlines that are to help you identify if you are on track with your retirement plans.

5. Cryptocurrency Tracking

Personal Capital lets you monitor your cryptocurrency on different crypto exchanges.