Personal Capital


Active member
Any body use this service? I just got on last week and am loving it. They have a free service and then they try and get you to sign up for their paid financial planning service. So far they have not really bugged me. Just a few emails and a pop up every so often.

We have a premium membership through Fidelity to Morningstar that I have used and liked for years. The personal capital site dials down better and provides in my opinion more specific planning advice and data. The graphs are nice as well. I found the retirement calculator to work well for our situation as it does a better job of allowing for different income scenarios that don't fit in the typical cookie cutter situation.

I am hoping that they don't ramp up the attempt to get us to pay for the financial planning service. Other than that so far I am impressed.