Problem solved

Managing personal and business finances across multiple investment platforms and currencies often requires juggling several apps and spreadsheets. Capitallytics consolidates all these into one intelligent dashboard, using AI to provide actionable insights on portfolio risk, cash flow, and goal progress, thereby reducing complexity and manual effort.

Use cases

• Track investment portfolio performance and asset allocation
• Monitor net worth and overall financial health
• Plan and track budget and spending activity
• Set and monitor financial goals (e.g., emergency fund, home down payment)
• Receive AI-driven concentration risk and cash flow insights
• Manage business finances alongside personal accounts
• Access market briefs and financial calculators for decision support

Audience

• Business Users
• Enterprise
• Startups
• Hobbyists

Pros

• AI-powered insights provide plain-language explanations of financial risks and progress
• Unified dashboard consolidates all personal and business financial data
• Read-only architecture ensures no unauthorized asset transfers
• Supports goal tracking, budgeting, and net worth monitoring in one place
• Included financial calculators and market briefs add decision-making tools

Cons

• Pricing is not transparent; details are unknown
• Limited information on supported integrations with banks/brokerages
• No dedicated mobile app mentioned; may be web-only
• Focus appears to be on Indian markets (INR currency) which may limit global utility