Capitallytics

What it does

Capitallytics is an AI-powered investment analytics platform designed to help investors track, analyze, and optimize their portfolios. The platform brings stocks, mutual funds, ETFs, and other investments into a single dashboard, providing performance tracking, diversification analysis, portfolio insights, and AI-assisted financial guidance.

Capitallytics is financial management software for people and businesses. Track net worth, cash flow, and portfolios in Personal. Run statements, forecasting, FP&A, and AI financial analysis in Business — one financial workspace.

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  Hey HN, As someone who geeks out on both investment data and privacy tech, I built Capitally to scratch my own itch. It's encrypted on-device so that once I can afford to hire a second engineer, he cannot peek into my own data! I wanted a way to monitor ALL my investments (stocks, crypto, real estate, angel investments, etc.) in one place and really dig into the data - but without compromising my privacy. Here's how Capitally makes that possible: On the data side: Import data from CSVs, spreadsheets, or any other source via a flexible no-code editor Map any data format into a standardized…

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