AI-powered wealth management tool for net worth tracking and retirement planning.

Description

Personal Capital is a comprehensive wealth management platform that combines free tracking tools with investment management services. A unified dashboard connects all financial accounts, showing your complete net worth. The AI-Powered Investment Checkup analyzes your portfolio, identifying high fees, suboptimal asset allocation, and inadequate diversification. The Retirement Planner uses Monte Carlo simulations to project if you are on-track. The Fee Analyzer reveals hidden fees in investments. It offers detailed Cash Flow tracking and Investment Performance tracking with benchmarking. Includes Education Planning for college savings and Estate Planning tools. Excellent free tools available. Wealth Management services for portfolios of $100k+ with human advisors and AI-optimization. Acquired by Empower. Ideal for high-net-worth individuals and those approaching retirement. Robust security and premium mobile apps.