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Personal capital, now empower. I don't think there's a better one that's free as well.


I used to use Personal Capital, but now I switched to SoFi Relay[1]

Personal Capital had problems maintaining connections to my accounts, especially to SoFi. Of course SoFi has no problems connecting to SoFi accounts. SoFi connects to 21 of my accounts; there's only 3 accounts that don't work: Apple Savings, Apple Card, and Treasury Direct.

I also wrote a web app to convert the SoFi relay summary into text that can be pasted into a spread sheet: https://tt.leftium.com/ (I just paste the HTML into the textbox, and the TSV data is copied to the clipboard)

[1]: https://www.sofi.com/financial-insights/


Do they still call you constantly trying to get you to buy their money management services?

I liked personal capital but hated the sales pressure.


I responded to one of their sales emails saying that I liked their service because it was free, and I wasn't interested in paying for their advice. Haven't heard from them since, but have been using the free service for years.


Just tell them you're not interested and they stop calling. Small price to pay for something that's free.


I switched from mint to personal capital years ago and I couldn't be happier. The UI is so much more responsive and the site is more reliable. The design is a lot better too.




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