Personal Capital charges an annual management fee for doing so: 0.89% for the first $1 million you’ve got invested. You can manage all of your investment accounts in the same place you track the rest of your financials. The company also has an added service: wealth management. Using Personal Capital won’t cost you a dime. In addition, it tracks your income and your spending, lets you create a budget and helps you see if you’re on track to stay within your budgeted amount for spending.Īnd possibly best of all: It’s free. Its easy-to-read dashboard gives you an overview of your assets, liabilities and your net worth. It is an easy way to see all of your financial accounts in one place.īank accounts, credit card and loan accounts, investment accounts and more can all be tracked with your Personal Capital account. Personal Capital makes the top of our list for Quicken alternatives.
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