Personal Capital integrates all of my financial info in one place and helps me plan for the future. I used to use Quicken, and I found this to be a superior alternative. The tool is free, but signing up also registers for a sales call for their financial management services. Their philosophy is to maximize efficiency and diversity, with users' portfolios dominated with market indices.
It makes creating reports easy, but it doesn’t show your account balances correctly for smaller institutions, making it pretty much pointless for me.
Our users have written 2 comments and reviews about Personal Capital, and it has gotten 9 likes