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Fidelity Investments VS Personal Capital

Compare Fidelity Investments VS Personal Capital and see what are their differences

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Fidelity Investments logo Fidelity Investments

Get real-time analysis, research, and trading tools in the palm of your hand.

Personal Capital logo Personal Capital

Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all in one place.
  • Fidelity Investments Landing page
    Landing page //
    2023-09-16
  • Personal Capital Landing page
    Landing page //
    2023-04-09

Fidelity Investments videos

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Personal Capital videos

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Personal Capital Review

More videos:

  • Review - Personal Capital vs Mint Review (which is better?)
  • Review - Mint vs. Personal Capital Review — The Pros and Cons

Category Popularity

0-100% (relative to Fidelity Investments and Personal Capital)

Fidelity Investments

Personal Capital

Finance
48 48%
Finance
52% 52
Personal Finance
8 8%
Personal Finance
92% 92
Investing
100 100%
Investing
0% 0
Financial Planner
0 0%
Financial Planner
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Fidelity Investments and Personal Capital

Fidelity Investments Reviews

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Personal Capital Reviews

Love Personal Capital? It doesn’t work internationally. Alternatives for 2022
Even discounting the free features, Personal Capital is quite simply a pretty slick investment management and advisory platform. Combining the efficiency benefits of automated investment tools with the customer engagement of active human management, Personal Capital has managed to aggregate a helluva lot of different tools and account products, all while maintaining a clean,...
Source: investingintheweb.com
11 Best Quicken Alternatives in 2021 (#1 is Free)
Personal Capital–It’s both free and comes with the a robust set of features unmatched by other alternatives. It easily handles budgeting, net worth, cash flow, retirement investments and taxable investments. It also comes with excellent tools, including a retirement calculator, investment fee analyzer and investment portfolio analyzer. Personal Capital can now even track...
Source: robberger.com
The Best Personal Finance Budget Software with Apps (In 2020)
One way to describe Personal Capital’s budgeting software is an “account aggregator.” This program allows you to track and understand every single penny in all of your financial accounts. Once you link up all of your various accounts, including your bank accounts, investments, mortgage, credit cards, and any other accounts, Personal Capital summarizes your finances and...
Source: ptmoney.com
Top 15 Budget Apps to Make Your Personal Finance Goals Easy
I love YNAB and Personal Capital. I still use the old version of YNAB as I paid a one time fee for it (as I refuse to pay for subscriptions – yes, I’m cheap). As for Personal Capital, it’s a nice way to view only our investment and retirement accounts, and I love how it tracks contributions and fees.
Source: www.marriagekidsandmoney.com
The 8 Best Budgeting Apps of 2020
Personal Capital offers a complete investment advising solution, a hybrid robo-advisor, and human advisor service in one. Without paying a cent, you can access Personal Capital’s free money tracking dashboard, which includes some handy budgeting features.
Source: www.thebalance.com

Social recommendations and mentions

Based on our record, Fidelity Investments seems to be a lot more popular than Personal Capital. While we know about 299 links to Fidelity Investments, we've tracked only 2 mentions of Personal Capital. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Fidelity Investments mentions (299)

  • I feel like if you like dividends, you should be scooping up some BTI right now
    Down 27+%... But the sentiment is generally "Very Bullish" according to the research page of BTI on fidelity.com. That and a 10% annual div smell like a buy to me... Source: 5 months ago
  • Friendly reminder that the corrupt system wants you to fall into the doom spending trap
    I was broke but landed my first real job about 30 years ago. It was a slow night shift so I started looking a wealthy people and what made them wealthy. It all was investing. They worked so they could invest. So I started. I did first with my 401k. It is through Fidelity. Here is the catch. Fidelity tools for investment research on-line are open to everyone at no charge. I did this, except with the... Source: 5 months ago
  • Confirmation of Another Email Address
    I received an email from fcgf@fmr.com. Is that a legitimate Fidelity address? Why don't you just use fidelity.com, which would leave no doubt? It is inconvenient to check all these weird email addresses you use. Source: 5 months ago
  • User id and password for in person meeting?
    "Before the meeting, please make sure you have your Fidelity.com username and password ready.". Source: 5 months ago
  • How do I open a Roth IRA?
    Go to fidelity.com , click register, fill all your info, click open an account, roth ira, done. Link your bank. Transfer/contribute money. Trade -> ETF -> VT -> Buy in dollars -> Buy -> done. https://www.msn.com/en-us/money/savingandinvesting/why-vt-and-chill-is-probably-the-best-etf-investing-strategy-out-there/ar-AA1imuDI. Source: 5 months ago
View more

Personal Capital mentions (2)

  • How do you find a reputable financial advisor?
    It's built into the personalcapital.com fee analyzer, too. Along with graphs for the number-impaired. Source: over 1 year ago
  • One place/service to search all benefits from all accounts
    Hello r/travel! Hoping someone here may know the answer to this or point me in the right direction. I was wondering if there is any known service/website/app where you can have a central place to search all the benefits of the accounts one may have. Let me explain further. I have mint.com or personalcapital.com or nerdwallet.com to see all my account balances and keep track of my credit score. I have a set of... Source: over 1 year ago

What are some alternatives?

When comparing Fidelity Investments and Personal Capital, you can also consider the following products

E*Trade Web Platform - E*Trade Web Platform is a program that allows users to trade stocks, options, and other securities.

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

Calypso Platform - Calypso Platform is a comprehensive solution for trading, risk management, and regulatory compliance.

YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!

MetaTrader5 - World-leading multi-asset platform that allows trading Forex, Stocks, Futures and CFDs.

Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.

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