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10 Money Management Sites Similar to Personal Capital

By Gregor K. published about 2022-12-10 21:50:26

If you're looking for alternatives to the popular financial management website Personal Capital, you're in luck. We've compiled a list of websites that provide similar services to Personal Capital and can help you manage your finances with ease. From budgeting and tracking expenses to retirement planning and investment analysis, these websites have all the features you need to get your financial life in order.

Personal Capital

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Personal Capital is a free financial management platform that enables users to make smarter financial decisions and track their finances in one place. It provides users with a comprehensive overview of their financial situation, including net worth, investments, retirement goals, and cash flow.

Features

  • Comprehensive financial dashboard
  • Retirement planning and tracking
  • Investment tracking and analysis
  • Cash flow analysis
  • Budgeting and goal setting
  • Detailed asset allocation analysis
  • Professional advisor network
  • Tax optimization tools
  • Automated portfolio optimization
  • Real-time alerts

Personal Capital Alternatives

Mint

Mint is a personal finance website that helps you manage your money and budget. It provides you with a comprehensive view of your finances in one place, including spending, bills, investments, and more.

Both are personal finance tracking and budgeting websites.

Mint is more focused on budgeting and tracking your current spending, while Personal Capital is more focused on investing and tracking your net worth.

Is Mint a good alternative?
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YNAB (You Need A Budget)

YNAB is a budgeting software that helps you gain control of your finances and save more money. It is designed to help you make decisions about how to plan and track spending, set goals, and organize finances.

Both are personal finance tracking websites.

YNAB focuses on budgeting and helping users reach financial goals, while Personal Capital is more focused on investing and tracking your net worth.

Is YNAB (You Need A Budget) a good alternative?
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Quicken

Quicken is a leading financial software provider that helps individuals and businesses manage their finances. With Quicken, you can easily and securely manage your money, track spending, budget, pay bills, and more.

Both are personal finance tracking websites.

Quicken is more focused on budgeting and tracking investments, while Personal Capital is more focused on tracking your net worth.

Is Quicken a good alternative?
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Acorns

Acorns is an investing app that automatically rounds up your purchases and invests the difference into a diversified portfolio of stocks and bonds.

Both are personal finance tracking websites.

Acorns is more focused on automated investing, while Personal Capital is more focused on tracking your net worth and building wealth.

Is Acorns a good alternative?
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Betterment

Betterment is an online investment service that makes it easy to invest in stocks, ETFs, and other financial products. It offers a variety of features to help you build a diversified portfolio and manage your investments, including automated portfolio rebalancing, tax-loss harvesting, and personalized portfolio advice.

Both are personal finance tracking websites.

Betterment is more focused on automated investing, while Personal Capital is more focused on tracking your net worth and building wealth.

Is Betterment a good alternative?
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Wealthfront

Wealthfront is a leading automated investment service, providing simple, low-cost and customized investing services to meet the individual needs of every investor.

Both are personal finance tracking websites.

Wealthfront is more focused on automated investing, while Personal Capital is more focused on tracking your net worth and building wealth.

Is Wealthfront a good alternative?
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MoneyStrands

MoneyStrands is a personal finance platform that helps users take control of their finances, by providing a range of tools and features to help them manage their money better.

Both are personal finance tracking websites.

MoneyStrands is more focused on budgeting, while Personal Capital is more focused on tracking your net worth and building wealth.

Is MoneyStrands a good alternative?
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Fidelity

Fidelity is a financial services company that helps customers achieve their financial goals with investment, retirement, and other financial products and services. With Fidelity, you can access a range of products and services, from stocks and mutual funds to retirement planning and more.

Both Personal Capital and Fidelity offer online financial services.

Personal Capital is a digital wealth management company while Fidelity is an investment brokerage firm.

Is Fidelity a good alternative?
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M1 Finance

M1 Finance is an online financial platform that provides users with free automated investing and portfolio management services. With a simple and intuitive interface, M1 Finance allows users to easily create and manage their investment portfolios.

Both websites provide online personal finance tools for managing investments.

Personal Capital is a robo-advisor that provides automated investing services while M1 Finance offers a platform that combines the automation of robo-investing with the flexibility of manual investing.

Is M1 Finance a good alternative?
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Yahoo Finance

Yahoo Finance is a website that provides up-to-date financial news and stock quotes. The platform provides users with access to a wide range of financial data, analysis tools, and news.

Both websites provide users with financial information and analysis tools.

Personal Capital provides more detailed financial tracking, while Yahoo Finance offers more general news and stock market data.

Is Yahoo Finance a good alternative?
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Morningstar

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Our mission is to create great products that help investors reach their financial goals. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

Both Personal Capital and Morningstar are websites that offer financial advice and services.

Personal Capital is primarily a wealth management service while Morningstar provides more data-driven investment analysis.

Is Morningstar a good alternative?
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NerdWallet

NerdWallet is a personal finance website that helps people make smart money decisions by providing comprehensive financial tools and advice. We provide comprehensive information on credit cards, banking, insurance, investments, retirement, mortgages and more. We compare products and services to help you save money and make informed decisions.

Both websites provide personal finance advice and tools.

Personal Capital is more focused on investments while NerdWallet focuses more on consumer credit cards.

Is NerdWallet a good alternative?
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Rocket Money

Rocket Money is a financial services company that provides advanced solutions to help you manage your finances and reach your financial goals. They offer a range of services, from helping you set up a budget to managing investments and providing personalized advice.

Both websites help users manage their finances.

Personal Capital is a free online financial platform while Rocket Money is a fee-based investment service.

Is Rocket Money a good alternative?
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Reddit

Reddit is a social networking website where users can post links and content to various discussion boards. It is a platform for users to share and discuss topics that interest them.

Both websites allow users to create an account and login.

Personal Capital provides users with tools to track their financial data, while Reddit is a platform for discussion and sharing links.

Is Reddit a good alternative?
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Personal Capital Head-To-Head

Welcome to our comprehensive head-to-head comparison of Personal Capital and other websites. Personal Capital is a popular online financial management tool that helps consumers stay on top of their finances in one place. It offers features such as budgeting, investment tracking, and retirement planning tools. In this article, we will compare Personal Capital to other websites offering similar services and discuss which one might be the best fit for you. We'll look at features like cost, ease of use, customer service, security measures, and more to help you determine which platform is right for your financial needs. So let's dive in and see how these sites stack up!

Personal Capital
vs.
Mint

Mint and Personal Capital are two popular financial planning websites. Both offer budgeting and tracking services, however there are some key differences between the two. Both websites provide a user-friendly interface to help keep track of finances, but Mint focuses on budgeting tools and basic financial tracking, while Personal Capital offers more in depth financial portfolio analysis as well as budgeting tools. Mint allows users to connect all of their bank accounts, credit cards, investments and loans into one place for easy monitoring. It also offers personalized advice on how to save money and invest smarter based on the user's individual financial situation. In addition, it has free credit score insights from TransUnion so users can stay aware of their credit health. Personal Capital also allows users to connect their accounts for easy monitoring but in addition provides more detailed analytics to help get a better understanding of their finances such as fee analysis, net worth analysis and performance benchmarking reports. It also offers retirement planning advice with an array of retirement planning calculators to forecast expenses in retirement. Users can even create investment portfolios tailored to their needs with access to thousands of stocks and bonds as well as ETFs.

Personal Capital
vs.
Betterment

Personal Capital and Betterment are both websites that offer users financial advice and investment management services. Both websites provide users with access to personalized portfolios, automated portfolio rebalancing, and goal-setting tools to help manage their investments. Personal Capital also offers users the ability to sync their bank accounts and track spending habits, while Betterment provides tax optimization for investors. Both websites provide a range of educational resources and customer support options. However, Personal Capital's features are designed more for high net worth investors with complex financial situations, while Betterment is geared towards novice investors who may have limited funds to invest.

Personal Capital
vs.
Fidelity

Personal Capital and Fidelity are both financial services companies that offer a variety of services, including budgeting tools, financial planning, asset management and investment advice. Personal Capital provides comprehensive budgeting and wealth management features, as well as advanced portfolio analytics to help you monitor your investments. It also offers an extensive range of retirement planning tools, including 401(k) rollover analysis and Social Security optimization. Additionally, it provides a cash flow dashboard for tracking income and expenses. Fidelity offers a wide range of investment products with low fees and customer-friendly advice from experienced professionals. It also provides easy-to-use budgeting tools and automated investing options like SmartMoney, which helps users build diversified portfolios tailored to their goals. With its free webinars, seminars and workshops, Fidelity gives users access to educational resources to help them make informed decisions about their finances.

Personal Capital
vs.
M1 Finance

Personal Capital and M1 Finance are both online investing tools that provide a variety of services related to budgeting, retirement planning and portfolio management. Personal Capital has a more comprehensive suite of services, including detailed financial planning, account aggregation, investment analysis and retirement advice. Its dashboard also provides insights into your net worth, investments and spending trends. M1 Finance offers a robust portfolio building tool that makes it easy to create diversified portfolios with no commission fees or minimums. It also integrates with banks and other institutions for automatic transfers and portfolio rebalancing. Both services offer mobile apps for on-the-go access to your accounts. In terms of features, Personal Capital is more comprehensive while M1 Finance is easier to use.

Personal Capital
vs.
Yahoo Finance

Personal Capital and Yahoo Finance are both finance websites that offer users a range of different tools to help them manage their finances. On Personal Capital, users can track their investments and net worth, budgeting and retirement planning. They also have access to personalized advice from financial advisors. Meanwhile, on Yahoo Finance, users can view financial news articles and stock market data, as well as create portfolios to track investments. They also have access to portfolio analysis tools and calculators such as a mortgage calculator. Both sites offer a mobile app providing financial updates on the go. Although neither site compares pricing, they both provide helpful tools for managing finances.

Personal Capital
vs.
Morningstar

Personal Capital and Morningstar offer financial services that allow users to track their investments, budget, and net worth. Personal Capital is focused on providing users with a comprehensive view of their financial life in one place, while Morningstar is focused on giving investors tools to make smarter investment decisions. Personal Capital offers a free dashboard to help you manage your investments, retirement accounts, bank accounts, and other assets in one place. It also provides users with personalized advice, tailored to their individual needs. In addition, Personal Capital's free retirement planner can help you plan for the future. Morningstar offers sophisticated investment research and analysis tools for individual investors. The service provides data-driven insights about stocks, mutual funds, ETFs, and other investments so you can build an optimal portfolio. Morningstar also offers educational resources such as investor guides and instructional videos so you can learn more about investing. Both services provide digital access to your financial information but vary in how they approach it - Personal Capital aims for simplicity and convenience by consolidating all your accounts in one place while Morningstar specializes in advanced analytics for more proficient investors.

Personal Capital
vs.
NerdWallet

Personal Capital and NerdWallet are both comprehensive personal finance websites that provide users with a range of financial services. Both sites offer budgeting tools, investment tracking, and retirement planning resources to help users better manage their finances. Personal Capital also provides access to professional financial advisors who can help users create personalized investment plans, while NerdWallet offers a credit monitoring service to ensure that customers have the best credit score possible. In addition, both websites feature helpful blog posts and other resources that can help users make informed decisions about their money. Ultimately, both sites provide excellent services for those looking to take control of their finances and make smart investments for the future.

Personal Capital
vs.
Rocket Money

Personal Capital and Rocket Money are online financial management tools that help users track their finances. Personal Capital enables users to connect all of their financial accounts into one platform so they can view their net worth and track investments, budget, plan for retirement, and more. With Rocket Money, users can create a detailed budget by tracking their income and expenses, setting goals, connecting bank accounts, setting up automatic transfers between accounts, and tracking spending on a single dashboard. Both websites provide customizable views of finances in the form of graphs and charts. Additionally, both websites have mobile apps with the same capabilities as the web version. Personal Capital provides additional features such as personalized investment advice from its digital wealth advisors, tax preparation services and guidance for major life events such as marriage or retirement.

Personal Capital
vs.
Reddit

Personal Capital and Reddit are both websites that offer users different features. Personal Capital is a website primarily focused on managing finances. It offers services such as investment tracking, retirement planning, portfolio optimization, and budgeting. With these tools, users can easily keep track of their financial goals and analyze how close they are to achieving them. Reddit is a discussion board-style website where users can post content in the form of links or text posts. Users can also comment on posts and follow other users’ content. There are various subreddits for different topics ranging from news to hobbies, giving users the opportunity to discuss matters with those interested in the same topics. In terms of security, Personal Capital offers encryption technology and two-factor authentication to protect user data while Reddit uses SSL encryption and other measures to protect user data and accounts. Overall, Personal Capital is well suited for those looking to manage their finances while Reddit offers a platform for discussions around a variety of topics with an engaged community.

Personal Capital
vs.
Robinhood

Personal Capital and Robinhood are two popular financial management websites designed to help users manage money. Personal Capital is a comprehensive financial platform that offers budgeting, retirement planning, investment advice, and more. Robinhood is a trading app that allows users to buy and sell stocks commission-free. Personal Capital provides sophisticated tools for budgeting, tracking investments, retirement planning, and more. It features a range of calculators to determine net worth, asset allocation, retirement needs, and other financial metrics. Users can also access real-time news about their portfolio performance. Robinhood is designed for users who want to trade stocks without paying commission fees. The app has an intuitive interface that allows users to quickly make stock trades with the tap of a finger. It also provides some basic portfolio analysis tools such as charts showing historical trends in stock prices and market capitalization data. Overall, Personal Capital is better suited for those wanting an all-in-one financial management solution while Robinhood is better suited for those looking for low cost stock trading solutions.

Personal Capital
vs.
SoFi

Personal Capital and SoFi are both financial websites that offer services to help users manage their assets. Personal Capital provides a comprehensive online dashboard for tracking, budgeting, and investing your finances. It offers a variety of features including automated portfolio management, retirement planning, 401(k) fee analysis, and investment checkup. They also provide access to personalized advice with certified financial advisors. SoFi is an online financial advisor that focuses on providing personal loans, student loan refinancing, investment advice and wealth management services. The platform includes features such as automated portfolio management, investments tailored to individual needs, budgeting tools and in-depth analysis of fees associated with different accounts. Both platforms provide users with access to their own personal finance dashboard that allows them to track income, expenses and investments in one place. But SoFi's website emphasizes more on investment options whereas Personal Capital focuses more on retirement planning and budgeting tools.

Personal Capital
vs.
Truebill

Personal Capital and Truebill are both online financial resources that help you manage your money and budget better. Personal Capital has a wide range of features, including investments, retirement planning, banking and budgeting tools, and free financial advice. Truebill offers features such as automated bill tracking, subscription cancellation services, and mobile app notifications to keep track of spending. Both services provide useful insights into your finances and enable you to make more informed decisions about your money. However, they differ in the way they approach managing your finances. Personal Capital focuses on long-term planning while Truebill is designed to help you save money in the short term.

Personal Capital
vs.
Vanguard

Personal Capital and Vanguard are both personal finance websites designed to help individuals manage their investments, retirement planning, budgeting, and more. Personal Capital's overall focus is on providing free tools such as a 401(k) fee analyzer and investment checkup that provide insights into an individual’s finances. Vanguard offers a variety of investment products, including mutual funds and ETFs, with an emphasis on index investing. Additionally, Vanguard has financial advisors who can provide tailored advice for those looking to make more complex investments or gain more control over their finances. Both services offer online support and mobile apps that allow users to track their portfolios anytime, anywhere. Ultimately, the choice between Personal Capital or Vanguard will depend on your individual needs; both sites are excellent resources for those seeking to better manage their financial lives.


History of Personal Capital

Personal Capital was founded in 2009 with the mission of providing a comprehensive view of personal finances. It is a financial software company designed to help people track and improve their financial health. The website provides a secure online platform to track investments, retirement plans, bank accounts, and other financial accounts. It also offers investment advice, retirement planning, and budgeting tools. Personal Capital has grown to become one of the most popular online financial services and is used by millions of people worldwide.


Personal Capital Status

The Personal Capital website on online and reachable (last checked on 2024-06-22 01:00:41).

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Comments

  • This list is the perfect way to maximize my money!

    2023-02-21 21:14:56 ·
  • What a great list! Now I can 'personal'ly compare all these different sites!

    2023-03-24 17:20:02 ·
  • My bank account is so excited to have all these new options!

    2023-08-30 20:23:05 ·
  • Spending money has never been so fun!

    2023-12-13 07:34:13 ·
  • All I need now is a personal capital investment advisor!

    2024-02-28 13:22:43 ·
  • Finally, a list of sites that can help me personally capitalize on my finances!

    2024-03-10 11:50:46 ·
  • This list has certainly given me the financial capital I need!

    2024-04-02 20:52:53 ·
  • My wallet is feeling much fuller already!

    2024-06-06 08:25:07 ·