NEWJoin 2M+ software buyers|Get Weekly Insights, Trends & Expert PicksSubscribe free →

Spotsaas logo

Personal Capital vs CountAbout Comparison

Last updated:

Personal Capital

Starting at Contact for pricing

  • Large Enterprises
  • Medium Business

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services…

CountAbout

Starting at Contact for pricing

  • Free Trial
  • Medium Business
  • Small Business

CountAbout is a web-based personal finance software that uses progress bars to help user track financial goals in addition to providing a wide variety of reports to help to maintain financial well being. With this fully…

Personal Capital vs CountAbout — at a glance

FeaturePersonal CapitalCountAbout
Rating
Reviews
Starting priceContact for pricingContact for pricing
Free trial No Yes
Free version No No
Best forLarge Enterprises, Medium Business, Small BusinessMedium Business, Small Business
CategoryInvestment Portfolio Management SoftwarePersonal Finance Software
PlatformsSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Mobile - Android, Mobile - iOS
API
Support modesOnlineOnline
Certifications
Data residencyUSUS

Key differences between Personal Capital and CountAbout

  • Free trial: CountAbout offers a free trial; Personal Capital does not.
  • Target audience: Personal Capital is built for Large Enterprises and Medium Business, while CountAbout targets Medium Business and Small Business.
  • Deployment: Personal Capital supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; CountAbout supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.

Personal Capital vs CountAbout — find the better fit before you commit.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most Investment Portfolio Management Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Personal Capital - Investment Portfolio Management Software
Talk to an expert
Talk to an expert
CountAbout - Personal Finance Software
Talk to an expert
Talk to an expert

Free PDF comparison

Download this Personal Capital vs CountAbout comparison

Get the full side-by-side as a PDF — these picks plus the top Investment Portfolio Management Software tools, with verified ratings, pricing and features.

  • Side-by-side on pricing, features & ratings
  • Plus the category top 10, scored & ranked
  • Emailed to you — no on-screen download

No file downloads on screen — we email it to you. One-click unsubscribe anytime.

Biggest differences

Start here before you go deeper into features.

Personal Capital

Best for

Large Enterprises, Medium Business, Small Business

CountAbout

Best for individuals and small businesses tracking finances with visual goal progress.

Choose if
  • You want an easy-to-use tool with progress bars for clear financial goal tracking.
  • You need to organize multiple personal or small business financial accounts in one place.
  • You value customizable reports and visual growth trend analysis for budgeting.
Consider alternatives if
  • You require advanced accounting, tax filing, or enterprise-level financial features.
  • You need transparent pricing details and extensive user reviews before committing.

Personal Capital typically suits Large Enterprises and Medium Business. CountAbout tends to fit Medium Business and Small Business better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & ... Read More about Personal Capital

CountAbout is a web-based personal finance software that uses progress bars to help user track financial goals in addition to providing a wide variety of reports to help to maintain ... Read More about CountAbout

Free Trial Availability

  • No free trial

SpotScore

What's this? ↗

Not Available

8.4/10

Best Company Size

1-50 employees51-500 employees
Get pricing help
Get pricing help

Software Demo

Demo

Need a second opinion?

Get shortlist help from a software advisor

Share your priorities, budget, and team needs, and we’ll help you narrow the options and understand the tradeoffs before you talk to vendors.

Spotsaas advisor
Get shortlist help from a software advisor
  • Independent advice — matched to your business
  • Understand the tradeoffs before you talk to vendors
  • Free 15-min call with a software advisor.

Step 1 of 4

How big is your team?

We tailor recommendations to companies your size.

Trusted by teams at

How do Personal Capital and CountAbout Compare on Features?

Total Features

5 Features

10 Features

Unique Features

No unique features

No unique features

Get Quote
Get Quote

Compare Personal Capital and CountAbout on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Other Details

Organization Types supported

  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Freelancers

Platforms Supported

  • Browser Based (Cloud)
  • Mobile - Android
  • Mobile - iOS
  • Installed - Mac
  • Installed - Windows
  • Browser Based (Cloud)
  • Browser Based (Cloud)
  • Mobile - Android
  • Mobile - iOS
  • Installed - Mac
  • Installed - Windows
  • Browser Based (Cloud)

Modes of support

  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online

API Support

  • Not Available
  • Not Available
Get help choosing
Get help choosing

Security & Compliance

Certifications, data handling, and security controls for IT and compliance evaluators.

HIPAA

✗ No
✗ No

Single Sign-On (SSO)

✗ No

Multi-Factor Auth (MFA)

✓ Yes
✗ No

Data Encryption

✓ Yes
✓ Yes

Data Residency

🇺🇸 US
🇺🇸 US

Personal Capital User Reviews & Rating Comparison

Spotsaas Editor’s POV generated by AI

What buyers like

  • Free to use
  • Comprehensive investment tracking
  • User-friendly interface

Common complaints

  • Limited advanced features
  • Data privacy concerns
  • Basic investment analysis

Buyer sentiment

Insufficient review data available to determine overall buyer sentiment.

What buyers like

  • Ease of use
  • Goal tracking visualization
  • Account organization

Common complaints

  • Lack of pricing clarity
  • Limited advanced features

Pros and Cons

  • Offers a comprehensive view of personal finances.

  • Free financial advising adds significant value.

  • User-friendly design makes it accessible.

  • Limited features for serious investors.

  • Potential privacy issues with data sharing.

  • Easy-to-use interface with progress bars for goal tracking

  • Ability to organize multiple financial accounts in one place

  • Customizable reports and growth trend visualization

  • Limited information on pricing transparency

  • Lack of detailed user ratings and reviews

Positive Reviews

No reviews available for the product

No reviews available for the product

Used Personal Capital or CountAbout? Tell buyers what actually differs.

Media and Screenshots

Videos

video-0

2 Videos

video-0

1 Videos

Top Alternatives to Personal Capital and CountAbout in 2026

Expand your shortlist

Add another option to compare side by side

Search by product name to compare pricing, fit, and buyer feedback in one view.

Compare similar software options

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

Frequently asked questions

Which is better, Personal Capital or CountAbout?
Personal Capital and CountAbout are closely matched with equal user ratings of -1.0. The right choice depends on your team size, budget, and specific Personal Finance Software needs.
Do Personal Capital and CountAbout offer a free trial?
CountAbout offers a free trial. Personal Capital does not.
What is the starting price of Personal Capital vs CountAbout?
Personal Capital starts at Contact for pricing. CountAbout starts at Contact for pricing.
What are the top alternatives to Personal Capital?
Top alternatives to Personal Capital include kopilot, MProfit, PMplus, Shootih, monse.
What are the top alternatives to CountAbout?
Top alternatives to CountAbout include Simplifi, Mint, You Need A Budget, Quicken, Albert.