Looking for a holistic view of your personal finances? Personal Capital gathers all of your finances into one easy to use service. Personal Capital specializes in two things: personal financial aggregating and advisory service to manage your money. The free service specializes in investment planning, which it does a great job at. With the ability to track every aspect of your finances you get (what Personal Capital calls) a 360° View of Your Financial Life.
If you’re into DIY investing, several investment advising services should be on your radar. Morningstar is one of the most popular and well-established options — it’s been around for more than 35 years. You can find a decent amount of information on Morningstar for free, but if you’re a serious investor, you’ll want to consider its premium membership to gain access to the juicy content. But is Morningstar Premium worth $199 per year, or are you better off just investing that money instead?