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by pxlpshr 2338 days ago
I use Personal Capital and love it. It's just better when you have a variety of 15+ assets and supports things like Carta. Admittedly, it's been a long time since I used Mint but I now need a much broader view. I don't really care about my individual transactions; I'm more focused on turning a different set of knobs at this point in life.

My biggest complaint about Personal Capital is the frequent phone calls from their financial advisors despite asking them to stop. I'd be happy to pay $10+ a month just for their aggregation services but my private bank is leaps ahead in terms of sophistication and access to alternative investments not typically available to the public.
3 comments
mikeyouse 2338 days ago
I don't know if it was the cause of it, but I scheduled a meeting with the PC advisor and all of the calls stopped, presumably because I was going to talk to someone on the phone. Fortunately, they didn't have any validation on the dates so my appointment is scheduled for June 2076 or something. This has a slightly different annoyance since there's now an overlay on the top of the body that says "Prepare for your upcoming call" but at least no phone calls.
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gk1 2338 days ago
Their sales calls are the reason I deleted my PC account and (reluctantly) returned to Mint. I, too, would be willing to pay some small subscription amount.
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apocalyptic0n3 2338 days ago
Same experience here. Tried to switch from Mint to PC, got like 5 calls from them in the first week or so, cursed the caller out over the phone on the fifth one, and then immediately deleted my account after. It's predatory and it completely destroyed any trust I reluctantly gave them in the first place.

I really wish there were self-hosted options for seeing all of your finances in a single spot. Even paid options. That's what I really want.

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jlintz 2338 days ago
It took me calling them out in a tweet to get myself off these calls. The only place I used my phone number was for two factor auth, which they then decided they would use to up sell me. There's also no way to opt out on their website. Very shady practice but love the product otherwise
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