I’ve been quite pleased so far with my experience using Personal Capital’s financial dashboard through their mobile app and website. In a nutshell, it lets you aggregate all of your financial accounts (banks, credit cards, investments, etc.) into one place so you can better understand and keep track of your financial life.
I continue to use Intuit’s Mint.com, and there is indeed overlap in their feature set. That said, Personal Capital does a much better job with presenting information pulled in from investment accounts, including my individual brokerage and IRA account.
They have a marvelous mobile app, as well as a more full-featured website should you want to see more detail at a glance.
If you’d like to give it a try, you can use my invite link below. If you choose to link an investment account, which I recommend to take advantage of their stock-specific features, you and I will also receive a $20 Amazon Gift Card!