Contact Capitallytics

Write to us about anything that blocks you: an import that did not read your statement, a number that looks wrong, a question about your plan or billing, a refund request, partnership ideas or press enquiries. Product feedback is just as welcome.

If your question is about how a feature works, the support center may answer it faster. It covers portfolio tracking, net worth, budgets and goals, business books, the AI CFO, calculators and plans.

A few questions come up often enough that a minute of checking may solve them. If a total looks wrong right after an import, open the imported lines and confirm each one has the right type, because an income line read as a transfer, or a loan read as an expense, changes what your totals include. If a price looks stale, note the holding and the time you saw it so we can compare it with the market data feed.

If you cannot see a feature, check which plan your account is on; the pricing page lists what each plan includes. For Business questions, tell us which book you are working in, since each book keeps its own ledger, reports and settings.

Tell us what you were trying to do, what you expected to happen and what you would like instead. A sentence about why it matters to you (a monthly review, a board pack, a tax deadline) helps us judge priority. We read every message, but we cannot promise a date for any feature, and we will not describe a feature as available until it is live.

For payments, include the email on your account and your payment receipt; the refund policy explains how requests are reviewed. For privacy questions, such as what data we hold or how to delete it, read the privacy policy and then email us from the address on your account so we can verify it is you.

To report a security issue, email teamcapitallytics@capitallytics.com; the same address is listed in our security.txt file. Please do not include passwords, one-time codes or full card numbers in any email. We will never ask for them.