Wealth Management Guides
Learn how to effectively manage your wealth with Caprafi. From asset tracking to portfolio analytics, these guides cover everything you need to know.
Asset Management Guide
Learn how to track and manage assets in your wealth portfolio. Covers 8 asset types including stocks, real estate, private equity, funds, loans, crypto, and more.
Liability Tracking Guide
Track mortgages, loans, credit cards, and other debts alongside your assets. Calculate true net worth with complete liability management.
Cashflow Planning Guide
Plan your financial future with cashflow projections, scenario analysis, and recurring transaction tracking. Visualize income and expenses over time.
Stock Data & Market Prices
Automatic stock price updates from 70+ global exchanges. Daily EOD prices with 12-month historical backfill for accurate portfolio valuations.
Exchange Rates & Currency
Multi-currency portfolio management with real-time exchange rates. Support for 12+ major currencies with historical rate tracking.
Entity Management Guide
Track companies, funds, individuals, and banks. Define relationships between entities and assets for comprehensive portfolio structure management.
Analytics & Portfolio Tracking
Visualize your portfolio with charts for assets, liabilities, and net worth. Filter by entity or individual holdings and track values over time.
Document Management Guide
Secure document storage with smart linking to assets and entities. Organize contracts, agreements, and reports in one place.
Dashboard & Analytics
Get a complete overview of your wealth with interactive dashboards, portfolio charts, and performance analytics.
Ready to get started?
Put these guides into practice. Start tracking your wealth today.