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Capitallytics is an AI-powered platform helping investors track portfolios and their complete financial life — net worth, goals, budget, stocks, crypto, gold, and mutual funds with live data, finance calculators, and intelligent market briefs — built for India and worldwide.
We started Capitallytics because fragmented broker apps and spreadsheets fail modern investors. You deserve one dashboard for total allocation, period performance, and macro context — whether you SIP into flexi-cap funds or hold direct US tech stocks.
Our mission is to make professional-grade portfolio tracking and personal finance management accessible: free for core features, transparent pricing for AI depth, and educational content — never personalized trading calls. Switch between Portfolio Tracking and your Financial Overview anytime from the workspace.
Founders and freelancers get a simple weekly workspace: revenue, expenses, invoices, customers, cash flow, reports, and Business AI. It unlocks only when your profile needs it — so salaried users are never forced into payroll modules.
Workflow: Revenue → Expenses → Invoices → Cash Flow → Business AI
Start Tracking FreeLive prices, allocation charts, and performance analytics — so decisions rest on numbers, not noise.
Daily market briefs and an optional CFO assistant help interpret markets in plain language.
NSE/BSE equities, US stocks, crypto, gold, and mutual fund SIPs in one unified platform.
Free core tracking with premium AI depth — professional tools without institutional pricing.