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Manage investments, net worth, business finance, KPIs, forecasts, and AI CFO — in one platform built for investors, founders, freelancers, and growing companies.
CAS PDF import
Drop your Consolidated Account Statement — full history reconstructed automatically.
Broker contract notes
Upload NSE/BSE notes from any broker. Trades, XIRR, and holdings populate live.
Read-only & secure
Isolated parsing pipeline. Zero capability to move or transfer your assets.
Read-Only Architecture: No Asset Transfer Capabilities
Read-Only Access
Strict read-only layer endpoints. Your capital cannot be touched or transferred.
Bank-Grade Encryption
AES-256 bit end-to-end encryption protecting your asset data.
Data Privacy Secured
Zero data selling. No ad-networks. Fully isolated rows.
Secure Auth
Industry-standard secure authentication protocols.
Trusted by investors worldwide · Featured across major outlets including Yahoo, Business Standard, and ANI
0 OS
Wealth & Business
AI CFOAI CFO
Personal + Business
Total Value
₹1,28,450.75Return
+16.75%
Today
+₹2,340
0 live prices · core markets · Search 11,000+ symbols in Portfolio
All investment data automation operates via secure, isolated, read-only encrypted protocols.
Personal Wealth Operating System
Track more than just your investments. Understand your complete financial life including your Net Worth, Assets, Liabilities, Savings, Goals, Financial Health, Portfolio, and AI-powered insights.
Net Worth
₹28,40,000.00
Portfolio Value
₹12,84,500.00
Assets
₹32,00,000.00
Liabilities
₹3,60,000.00
Savings
₹42,000.00
Monthly Cash Flow
+₹18,500
Financial Health
78/100
Portfolio Health
82/100
Goals Progress
64%
AI Insights
Ready
Click through tabs to see how Capitallytics tracks performance, allocation, analytics, and sharing — no signup required.
Total Value
₹1,28,450.00
Total P/L
+₹18,420
Return
+16.75%
Holdings
24
Illustrative stories of how investors use Capitallytics to unify portfolio tracking and personal finance — not paid endorsements.
“Capitallytics finally gave me one dashboard for NSE, BSE, and crypto instead of five different apps and a messy spreadsheet.”
Arjun Mehta
Senior SDE, Bengaluru
“The multi-currency net worth tracking is exactly what I needed for ETFs across three European exchanges.”
Lukas Weber
Engineering Lead, Berlin
“The AI CFO insights caught a concentration risk in my portfolio I hadn't noticed. Genuinely useful, not just noise.”
Rachel Kim
Product Manager, Austin
“Clean, fast, and it doesn't try to sell me a hundred features I'll never use. Exactly the kind of tool operators want.”
Oliver Bennett
CTO, London
“As someone tracking a global portfolio from the UAE, having zero manual data entry across brokers has saved me hours every month.”
Fatima Al Suwaidi
Founder, Dubai
“The stress-testing and benchmarking tools feel like something you'd expect from an institutional platform, not a consumer app.”
Wei Zhang
Quant Analyst, Singapore
“Capitallytics finally gave me one dashboard for NSE, BSE, and crypto instead of five different apps and a messy spreadsheet.”
Arjun Mehta
Senior SDE, Bengaluru
“The multi-currency net worth tracking is exactly what I needed for ETFs across three European exchanges.”
Lukas Weber
Engineering Lead, Berlin
“The AI CFO insights caught a concentration risk in my portfolio I hadn't noticed. Genuinely useful, not just noise.”
Rachel Kim
Product Manager, Austin
“Clean, fast, and it doesn't try to sell me a hundred features I'll never use. Exactly the kind of tool operators want.”
Oliver Bennett
CTO, London
“As someone tracking a global portfolio from the UAE, having zero manual data entry across brokers has saved me hours every month.”
Fatima Al Suwaidi
Founder, Dubai
“The stress-testing and benchmarking tools feel like something you'd expect from an institutional platform, not a consumer app.”
Wei Zhang
Quant Analyst, Singapore
Every module exists to answer one question: what should you do next with your money?
See total P/L, XIRR-style returns, and per-holding performance — updated with live prices.
NSE, BSE, US stocks, crypto, gold, and mutual funds — no more switching between apps.
Allocation and cash-flow views show concentration and surplus so you can act with confidence.
Generate a read-only portfolio link for mentors or communities — without exposing credentials.
CAS PDFs and contract notes from Indian and global platforms — parsed into your live wealth OS in under 90 seconds.
Spreadsheets and single-broker apps force busywork. Capitallytics centralizes tracking so insights arrive after you enter data once — here's how we compare.
With Capitallytics
With Capitallytics
With Capitallytics
With Capitallytics
Enter your finances once. Analytics, FIRE, ratios, cash flow, and AI insights update automatically.
See income, spending, savings, and net worth in one Financial Overview — so you always know where you stand.
One Overview for net worth, cash flow, and health — updated from the data you already enter.
Stop guessing. Open Overview and see the full picture.
Explore DashboardAssets, liabilities, and portfolio holdings combined into a single net-worth view.
Track wealth growth without juggling spreadsheets.
Track Net WorthPlan budgets and log expenses once — categories and trends calculate automatically.
Know what you spend and what you can save this month.
Plan BudgetSet life and money goals, then watch progress as income and savings update.
Turn vague goals into measurable milestones.
Set GoalsImport once, then watch holdings, returns, and allocation stay current across India and global markets.
Stocks, SIPs, ETFs, crypto, and gold in one live Portfolio Tracker.
See every holding without switching broker apps.
Start Tracking FreeDaily to yearly P/L with return breakdowns so winners and laggards are obvious.
Know what is driving returns — and what is not.
View PerformanceAsset class, sector, and geography exposure with concentration clarity.
Spot risk before it compounds.
View AnalyticsPersonal CFO insights grounded in your numbers — not generic tips.
Ask about spending, portfolio risk, and planning in plain language.
Get answers that match your actual accounts.
Try Personal CFOShort AI summaries of NSE, BSE, crypto, and global moves.
Stay informed in minutes, not hours.
Read Market BriefA clear health score from savings rate, debt, cash, and investments.
Know what to fix next — with one number as the starting point.
See Health ScoreForecast independence, cash position, and professional packs — Free previews the story; CFO Pro runs it on your live data.
FIRE score, timeline, and safe withdrawal — preview free, live projections on CFO Pro.
Replace retirement guesswork with a modelled path.
Plan IndependenceMonthly, investment, net worth, and tax packs — preview the formats free; generate & export on Pro.
Hand your accountant a clean pack without rebuilding spreadsheets.
See Reports on ProSIP, EMI, FD, tax, and retirement tools — free and ready when you plan.
Test a decision before you commit capital.
Use CalculatorsFor founders and freelancers: revenue, expenses, invoices, and Business AI — unlocked only when your profile needs it.
Weekly ops: revenue, expenses, invoices, customers, cash flow, and reports.
Run company cash without a second finance stack.
Start Tracking FreeLog collections and invoices once — outstanding balances and margins calculate automatically.
Know what is owed and what is earned this month.
Start Tracking FreeRunway, burn, and margin insights from your business ledger — never invented KPIs.
Act on numbers you can verify in the books.
Start Tracking Free11,000+ symbols searchable across NSE, BSE, NYSE & Nasdaq — with 200+ live prices on the overview and on-demand quotes everywhere else.
11,000+
Global Stocks
50,000+
Bonds
4,000+
ETFs
1,000+
Indices
5,000+
Mutual Funds
India & US
Markets Covered
Live market intelligence powered by real-time data
Live market intelligence is loading. Refresh shortly to see the latest cross-asset brief.
Gold and precious metals analysis updates with live pricing.
Bitcoin and Ethereum insights refresh from live market feeds.
Major currency pair analysis updates with live ECB rates.
Plan your next SIP, EMI, or retirement with 43+ free tools — no signup required.
Built with security and transparency at the core — so you can focus on investing, not worrying.
Your financial data is yours. We do not sell personal information to third parties.
Encrypted connections, secure authentication, and read-only import pipelines for statements.
Hosted on reliable infrastructure with access controls. Export when you need a report.
Capitallytics provides data, analytics, and educational tools. We do not provide personalized investment advice. Always do your own research or consult a qualified advisor.
All connections use HTTPS encryption. Authentication is handled through secure, industry-standard providers.
Founder, Capitallytics
Building an AI-powered investment intelligence platform for the modern investor — featured in major outlets global publications including Yahoo, Dailyhunt, and The CEO Magazine.
Straight answers about Capitallytics as a Personal Finance OS and Portfolio Tracker.
Join investors who track NSE, BSE, crypto, and global markets in one place. Set up takes less than 2 minutes.
No credit card required · Free core features · Cancel anytime
Portfolio trackers, analytics tools, calculators, and investing guides — built for Indian and global investors.
Our team is here to help with queries, partnerships, or product feedback. Reach out anytime — we'd love to hear from you.
