Long time Mint user. I have my family's entire financial life linked and it does a good job of giving a net worth figure. Mint's biggest drawback (to me) is that the investment tracking is pitiful. I put a support ticket in and the rep actually told me they don't support the investment portion of the tool, but they "plan" to.

Just started playing around with the Personal Capital platform, and it's pretty slick and easy to use. Doesn't have all the budgeting functionality of Mint, but it does a great job of giving me a picture of all my investment accounts (401k/Roths/HSAs/etc).

Anyone have any experience with other tools that track net worth?

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Posted by TheWiz

Third World, LA

Member since Aug 2007

11811 posts

Posted on 7/20/17 at 8:39 am to lilsnappa

I think Personal Capital is pretty great. It's just annoying getting the calls from their "advisors" every so often.

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Posted by lilsnappa

Red Stick

Member since Mar 2006

1831 posts

Posted on 7/20/17 at 9:03 am to TheWiz

quote:
It's just annoying getting the calls from their "advisors" every so often

Thanks for the heads up. Was not aware of that, but it is a free (and ad-free) platform, so I figured there must be a rub somewhere.

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Posted by TheWiz

Third World, LA

Member since Aug 2007

11811 posts

Posted on 7/20/17 at 9:26 am to lilsnappa

quote:
Thanks for the heads up. Was not aware of that, but it is a free (and ad-free) platform, so I figured there must be a rub somewhere.

Yeah, they call from Georgia. Either $50k or $100k minimum investment.

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Posted by LSU

Houston

Member since Oct 2003

8981 posts

Posted on 7/20/17 at 9:59 am to lilsnappa

I've used Personal Capital for years and love it. They've recently added some new features as well. I haven't needed the budgeting functionality, so not sure how they compare with Mint or other sites on that aspect.

Just add their number to your blocked caller list if you don't want to get hassled on the phone. There's only one phone number that's ever showed up on my caller ID for them.

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Posted by Books

Member since Jun 2005

11174 posts

Posted on 7/20/17 at 12:16 pm to TheWiz

PC is great for overall investing snapshots and cash flow, but their portfolio performance tracking needs work.

Told them I really liked their website but handle my own finances/investing. He said he would remove me from their call list and asked me to give them a call if I ever wanted help.

This post was edited on 7/20/17 at 12:21 pm

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