Educational use only: This platform provides information for educational purposes and should not be considered financial, investment, or legal advice.

Looking for a Personal Capital alternative?

Tired of High Fees and Advisor-Dependent Financial Management?

Frustrated Personal Capital requires expensive advisors for comprehensive planning? Paying premium fees for basic wealth management ignoring guidance? You're not alone - thousands tired of high costs and advisor relationships.

The Personal Capital Pain Points We Hear Every Day

"Requires expensive advisors!"

Personal Capital forces users into expensive advisor relationships for comprehensive planning, making sophisticated financial guidance inaccessible to many.

"Premium fees for basic features!"

High subscription costs for investment tracking and basic wealth management that free alternatives can handle without premium pricing.

"Limited accessibility!"

Complex advisor-dependent system excludes users who want comprehensive financial planning without mandatory professional relationships.

"No personalised guidance!"

Personal Capital offers basic investment tracking without sophisticated AI-powered guidance or personalised financial recommendations.

"Investment-only focus!"

Primarily focused on investment management while ignoring comprehensive budgeting, expense tracking, and holistic financial planning needs.

"No long-term forecasting!"

Personal Capital provides snapshot analysis without 30-year cash flow projections or advanced future financial planning capabilities.

Quick Feature Comparison

FeaturePersonal CapitalDelphina
Net Worth Tracking
Investment Analysis
Long-term Planning (30+ years)
Advisor-Free Planning
Intelligent Financial Guidance
30-Year Cash Flow Forecasting
Comprehensive Budgeting
Accessible Pricing
Holistic Financial Planning
Annual CostPremium subscription + advisor feesFree tier available

Feature Comparison

Future-Ready Financial Planning

Personal Capital

Focuses on investment analysis and retirement planning. Limited to investment-centric view without comprehensive financial forecasting.

Delphina

Future-ready planning with 30-year cash flow projections, scenario planning, and advanced forecasting for comprehensive wealth building.

Complete Financial Visibility

Personal Capital

Strong investment tracking and net worth monitoring. Limited budget oversight without comprehensive financial integration.

Delphina

Complete financial visibility across all accounts, investments, and financial goals. Comprehensive view of your entire financial life.

Comprehensive Budgeting & Planning

Personal Capital

Limited budgeting features focused on cash flow analysis. No comprehensive expense tracking or budget management tools.

Delphina

Comprehensive budgeting with AI-powered insights, expense management, and integrated planning for complete financial oversight.

Business Model & Conflicts

Personal Capital

Free tools designed to lead users to paid wealth management services. Potential conflicts of interest in recommendations.

Delphina

Independent guidance focused on your best interests. No upselling to financial services, purely educational and planning-focused.

Who Should Choose What?

Choose Personal Capital if you:

  • • Want detailed investment analysis
  • • Need retirement planning tools
  • • Have significant investment portfolios
  • • Are interested in wealth management services
  • • Focus mainly on investment tracking

Choose Delphina if you:

  • • Need comprehensive financial planning
  • • Want complete financial visibility
  • • Require intelligent budgeting & guidance
  • • Plan for long-term wealth building
  • • Value unbiased financial insights

Ready to take control of your financial future?

Join Delphina and experience intelligent financial guidance with future-ready planning and complete financial visibility.

Get Started Free

Frequently Asked Questions

How is Delphina different from personal-capital?

Delphina provides comprehensive financial planning that goes beyond what most competitors offer - with AI-powered insights and better value.

Is Delphina cheaper than personal-capital?

Delphina offers more features at competitive pricing - giving you better ROI than most alternatives.

Can Delphina help with long-term planning?

Delphina includes 30-year forecasting, retirement planning, and scenario analysis - comprehensive tools for your future.

Does Delphina have better features?

Delphina combines budgeting, forecasting, goals, and wealth building in one powerful platform.

Is Delphina better for UK users?

Delphina is UK-optimised with Open Banking, FCA awareness, and local support.