Company
About Capitallytics
Capitallytics is an AI Financial Operating System for investors, personal finance, and business finance. Track investments, net worth, cash flow, budgets, goals, and business books in one product — with educational analytics and AI-assisted insights grounded in data you track.
We built Capitallytics because fragmented broker apps and spreadsheets fail modern investors and founders. You deserve one place for allocation, period performance, household overview, and — when relevant — business cash and planning.
Our mission is accessible, professional-grade tracking: free for core features, transparent paid-plan pricing for deeper AI and business intelligence, and educational content — never personalized trading calls.
- Portfolio tracking and investment analytics
- Personal finance: net worth, budget, goals
- Business finance workspace for founders
- Finance calculators and educational guides
- AI-assisted insights grounded in tracked data
- Does not execute trades or transfer money
- Does not provide personalized financial advice
- Is not an autonomous “AI that manages your money”
- Is not a licensed investment adviser or broker
- Import workflows are designed as read-only analysis
How Capitallytics works
Everything starts from records you add: bank and card statements you import, holdings you track, invoices and bills in a business workspace. Capitallytics classifies each record once — income, spending, an investment, a transfer, a loan repayment — and every screen reads that one classified set. The dashboard, the reports and the AI CFO therefore show the same figure for the same question, instead of three tools disagreeing with each other.
Personal and business money live in separate workspaces. A founder's company revenue never appears as personal income; if you own a business, your share of it can appear in personal net worth only as a clearly labelled ownership asset.
How we treat numbers
We would rather show “not enough data” than a confident wrong number. Each calculation states its basis. For example, a business's headline runway is “Runway after bills due”: cash, minus overdue bills and bills due in the next 30 days, divided by the average monthly cash burn over the last 90 days. With a fictional ₹6,00,000 in the bank, ₹1,00,000 of bills overdue, ₹2,00,000 due this month and a cash burn of ₹1,50,000 a month, that is (6,00,000 − 1,00,000 − 2,00,000) ÷ 1,50,000 = 2.0 months — and the page shows the inputs, not just the answer.
The AI CFO follows the same rule. Every amount, percentage and month count in an answer is checked against your figures and the data the AI CFO read; if one does not match, you get the deterministic answer instead. Answers are educational, not investment advice, and Capitallytics never moves money.
Who uses it
- People who want one view of net worth, monthly cash flow, SIPs and goals without rebuilding a spreadsheet every month.
- Investors who track Indian and global holdings and want allocation, concentration and period returns in one currency.
- Freelancers and founders who need simple books, GST-aware invoices and bills, and a clear answer to how long the cash lasts.
Company details
Capitallytics is operated by Kanisk Bora, a sole proprietor trading as Capitallytics, at MG Road, Gurugram, Haryana 122001, India. Complaints can be sent to our Grievance Officer as described in the Terms and Privacy Policy, and the controls that protect your data are listed on the Security page.
Grievance Officer: Kanisk Bora, teamcapitallytics@capitallytics.com. We acknowledge every complaint within 24 hours and resolve it within 15 days.
Data-driven clarity
AI-assisted insights
India & global markets
Built for individuals & founders
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Personal and business finance in one product, kept in separate workspaces.