Net worth tracking, spending and retirement planning in one dashboard
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Personal Capital, now owned by a US retirement services firm, is a financial dashboard that gathers a person's accounts in one view. Users link banks, credit cards, loans and investments to track net worth, spending and investment fees. Retirement planning tools project whether savings are on track, and the company also offers paid advisory services for larger portfolios. The free dashboard is the main draw for people who want to see their full financial picture. It suits savers and investors who want guidance on goals without a spreadsheet.
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