Support & Help

What is Capitallytics?

Capitallytics is an AI-powered finance platform for Indian and global investors. Track live markets, manage your portfolio, run calculators, read AI market briefs, and chat with a personal CFO assistant — all from one website at www.capitallytics.com.

Getting started

1. Create a free account with email or Google sign-in.
2. Explore the homepage for live market prices and coverage stats.
3. Open your Financial Dashboard for net worth, goals, budget, and financial health scores.
4. Add holdings in Portfolio or import a CSV/PDF statement.
5. Click the floating CFO button on any page to ask questions about markets or your account.

Platform features

Live Market Overview

Real-time prices for major indices, stocks, crypto, forex, commodities, and bonds. Data is sourced from Yahoo Finance, CoinGecko, and other providers. Prices may be delayed and are for reference only — not trading advice.

Market Brief

Daily AI-generated summaries on the Market Brief page covering equities, gold, crypto, and forex based on live data and financial headlines.

Financial Dashboard

Your complete financial life in one place on the Financial Dashboard. Track net worth, assets, liabilities, savings, income, expenses, goals, emergency fund, and financial health scores. Switch between Financial Dashboard and Portfolio Tracking using the mode switcher at the top of each page.

Portfolio Tracker

Track holdings, allocation, performance, and advanced analytics on the Portfolio page. You can import holdings from CSV or PDF, refresh live prices, and optionally share a public read-only link with others.

Watchlist

Save symbols you follow on the Watchlist page with periodic price updates.

Calculators

Free SIP, EMI, compound interest, and related tools on the Calculators page. Logged-in users can save calculation results.

AI CFO Assistant

A chat assistant available on every page. Free users get market updates, price lookups, and platform help. CFO Pro subscribers unlock portfolio intelligence — health scores, diversification analysis, and deeper insights. The CFO provides educational information only, not personalised investment advice.

CFO Pro (Premium)

Premium is billed via Razorpay from ₹1577/month (see Premium page for current pricing). Payment is processed securely; your subscription is linked to your account email.

Account & login

• Sign in at Login or Sign Up.
• Google sign-in is supported if enabled on your account.
• After login, protected pages (Financial Dashboard, Portfolio, Net Worth, Goals, Budget, Watchlist) require your session — stay signed in on trusted devices only. Login and logout update the UI instantly without refreshing the browser.
• For password or access issues, email us with the address you used to register.

Payments & subscriptions

• Premium payments are handled by Razorpay (UPI, cards, netbanking).
• We do not store your full card details on our servers.
• Payment or subscription issues: email teamcapitallytics@capitallytics.com with your account email and Razorpay payment ID if available.

Common questions

Why are some prices missing or delayed?

Market data depends on third-party feeds. During outages, weekends, or for illiquid symbols, prices may be stale or unavailable. Use Portfolio search for additional symbols.

Is my portfolio data private?

Yes, by default. Only you can see your holdings unless you explicitly create and share a public portfolio link.

Can Capitallytics tell me what to buy or sell?

No. We provide information and analysis tools only. All investment decisions are yours. See our Terms & Conditions for details.

How do I delete my account or data?

Email teamcapitallytics@capitallytics.com from your registered address with the subject "Account deletion request".

Contact support

Email: teamcapitallytics@capitallytics.com

Include your account email, a clear description of the issue, and screenshots if helpful. We aim to respond within 2–3 business days.

Legal terms: Terms & Conditions