It’s definitely more work with Quicken or Microsoft Money.
Not that many people want to be the source of truth.
Second, Personal Capital also offers investment consultation and portfolio management service. See How do and similar websites avoid storing passwords in plain text? David Michaels, then VP of Engineering at Mint.com, received a patent for the encryption system he set up (US Patent 8,566,952).
I’m only looking at its financial tracking tools, not its investment advice or portfolio management service. Although I don’t use Mint or Personal Capital right now, I would be comfortable with using them.
It’s part of the reason Microsoft discontinued Money and Intuit sold Quicken.
[Photo credit: Flickr user Alastair Green] If an advisor is charging you a percentage of your assets, you are paying 5-10x too much.
They tell you what you have now, how much you spent on what last month, your current portfolio allocation, how your net worth grew over time, etc.