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Personal capital, now empower. I don't think there's a better one that's free as well.
by corethree 3y ago
Personal capital, now empower. I don't think there's a better one that's free as well.
- cosmotic 3y agoI switched from mint to personal capital years ago and I couldn't be happier. The UI is so much more responsive and the site is more reliable. The design is a lot better too.
- pragmatic 3y agoDo they still call you constantly trying to get you to buy their money management services? I liked personal capital but hated the sales pressure.
- gibybo 3y agoI responded to one of their sales emails saying that I liked their service because it was free, and I wasn't interested in paying for their advice. Haven't heard from them since, but have been using the free service for years.
- corethree 3y agoJust tell them you're not interested and they stop calling. Small price to pay for something that's free.
- Leftium 3y agoI used to use Personal Capital, but now I switched to SoFi Relay[1] Personal Capital had problems maintaining connections to my accounts, especially to SoFi. Of course SoFi has no problems connecting to SoFi accounts. SoFi connects to 21 of my accounts; there's only 3 accounts that don't work: Apple Savings, Apple Card, and Treasury Direct. I also wrote a web app to convert the SoFi relay summary into text that can be pasted into a spread sheet: https://tt.leftium.com/ https://tt.leftium.com/ (I just paste the HTML into the textbox, and the TSV data is copied to the clipboard) [1]: https://www.sofi.com/financial-insights/ https://www.sofi.com/financial-insights/