A comprehensive platform that replaces spreadsheets, scattered documents, and disconnected tools. Built for professionals who manage real assets.
Track both assets AND liabilities for complete financial visibility.
Your data is encrypted and isolated. We never share with third parties.
Automatic valuations, calculations, and reporting save you time.
Asset Types
From liquid stocks to illiquid private equity—manage your entire portfolio in one place.
Track lending with interest schedules and amortization
Public equities with real-time market data
Unlisted investments and direct holdings
Mutual funds, ETFs, and managed portfolios
Bank accounts and cash equivalents
Property investments and holdings
Fixed income securities and debt instruments
Bitcoin, Ethereum, and other digital assets
Platform Features
Every feature designed with real-world use cases in mind.
Track 8 asset types including loans, stocks, private equity, funds, cash, real estate, bonds, and crypto. Multi-currency support across 12+ currencies with full lifecycle tracking.
Track mortgages, loans, credit lines, and other debts alongside your assets. Automatic amortization calculations, payment schedules, and true net worth visibility.
Interactive dashboards with real-time charts. Visualize portfolio history up to 5 years, track allocation by type and entity, and monitor your top holdings.
Track companies, funds, individuals, and banks. Define role-based relationships like borrower, guarantor, or issuer. Build complex multi-entity portfolio structures.
Secure document storage with tree-view organization. Link documents directly to assets and entities. AI subscribers get automatic vector indexing for intelligent search.
Plan your financial future with multiple scenarios. Track recurring income and expenses, visualize annual projections, and compare scenarios side-by-side.
Real-time currency rates with historical tracking. Automatic conversion to your base currency. Sparkline visualizations show trends at a glance.
Automated end-of-day stock prices from EODHD covering 70+ global exchanges. Public stocks are automatically valued with the latest market data and 12-month history.
Create multiple workspaces for different portfolios. Invite team members with role-based permissions. Owners, editors, and readers each have appropriate access levels.
Ask questions about your portfolio in natural language. Our AI analyzes your documents using RAG technology. Extract key terms and insights from contracts automatically.
Join professionals who trust Caprafi to manage their complete financial picture.