Personal CFO

Your AI Personal CFO

Ask about spending, portfolio risk, and planning in plain language. Insights use your Capitallytics data — then point you to the next action.

Start Tracking Free Explore Demo

Available across Capitallytics

Use the floating button on Home, Portfolio, Watchlist, Calculators, Overview, and Market Brief.

Personal CFO on every page

Ask about markets, holdings, and planning from Home, Portfolio, Watchlist, and more.

Insights from your numbers

Spending deltas, savings rate, and portfolio risk grounded in live data — not generic tips.

Educational only

Analysis and education — never buy/sell recommendations. You stay in control.

Related features

Portfolio Analytics Financial Health Wealth Tracker Market Brief

Personal CFO FAQ

Common questions about the Capitallytics AI finance assistant.

Is Personal CFO financial advice?+

No. It provides educational analysis based on your data and markets. Always do your own research.

Do I need a portfolio to use it?+

You can chat free about markets and product help. Portfolio and cash-flow insights improve after you add holdings or ledger data.

What is included in CFO Pro?+

CFO Pro unlocks live Analytics, FIRE & retirement forecasts, financial ratios, cash-flow predictions, professional PDF/Excel reports, and Business AI — Free keeps full tracking plus professional previews of every Pro module.

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