Empower Personal Dashboard
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Empower (formerly known as Personal Capital) combines investment tracking with net worth monitoring in one clean dashboard. The free tier connects your bank accounts and brokerage holdings to show a complete financial picture, making it appealing for people who want to manage multiple account types in a single place. Those wanting hands-on portfolio guidance can upgrade to paid wealth management services.
The app handles the complexity of tracking investments alongside cash positions, which sets it apart from simpler expense-only tools. It's best suited for people building wealth across various accounts and wanting visibility into their overall financial position.