Capitallytics

The AI Financial Operating System for Serious Money Decisions

Capitallytics is an AI-powered personal finance and portfolio intelligence platform that helps investors and individuals track investments, monitor net worth, manage budgets, plan financial goals, and analyze portfolios through one unified dashboard. It moves beyond simple tracking to provide actionable insights that explain concentration, cash flow, and progress in plain language.

Why Choose Capitallytics?

Spreadsheets and single-broker apps often force busywork and limit your view of the financial picture. Capitallytics centralizes your data to provide a comprehensive overview:

• Live Portfolio Tracking: See total P/L, XIRR-style returns, and per-holding performance updated with live prices across NSE, BSE, US stocks, crypto, gold, and mutual funds.
• Unified Dashboard: No more switching between apps; see every holding from all brokers in one workspace.
• Zero Manual Data Entry: Import CAS PDFs and contract notes from major Indian and global platforms like Zerodha, Groww, Interactive Brokers, and others into your live wealth OS in under 90 seconds.
• AI CFO Insights: Get personalized insights grounded in your actual numbers—ask about spending, portfolio risk, and planning in plain language.

How It Works

Enter your finances once and let the analytics update automatically to see your full financial picture.

1. Import Portfolio: Upload CAS PDFs or contract notes to populate your holdings instantly.
2. Track Net Worth & Spending: Monitor assets, liabilities, and expenses in a single view.
3. Monitor Investments: Watch holdings, returns, and allocation stay current across India and global markets.
4. Receive AI Insights: Get answers about spending, portfolio risk, and planning from your Personal CFO.

Key Features

• Financial Overview: See income, spending, savings, and net worth in one Financial Overview—so you always know where you stand.
• Portfolio Tracker: Stocks, SIPs, ETFs, crypto, and gold in one live Portfolio Tracker. See every holding without switching broker apps.
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• Performance & XIRR: Daily to yearly P/L with return breakdowns so winners and laggards are obvious.
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• Allocation & Risk: Asset class, sector, and geography exposure with concentration clarity. Spot risk before it compounds.
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• Financial Health Score: A clear health score from savings rate, debt, cash, and investments. Know what to fix next — with one number as the starting point.
• Planning Forecasts: Forecast independence, cash position, and professional packs — Free previews the story; CFO Pro runs it on your live data.

Market Briefs

Stay informed in minutes, not hours. Capitallytics provides short AI summaries of NSE, NSE, crypto, and global moves.

Read-Only Architecture

Capitallytics operates on a read-only architecture with no asset transfer capabilities. Your data is imported for analysis only; it is never moved or traded through the platform.

Trusted by Operators Worldwide

Capitallytics and founder Kanisk Bora have been featured in major outlets like Yahoo! News, Dailyhunt, The CEO Magazine, IANS, ANI Business Standard, and more. It is trusted by investors worldwide for its institutional-grade tools.