Wealth Management Terminal
Manage your investments, track market performance, and leverage AI insights to optimize your financial portfolio with CAPITL.
Key Features:
Portfolio Tracking
Real-time valuation of all your assets.
ROE Projections
Future value based on current performance.
AI Chatbot
Instant support and appointment booking.
Market Filters
Country and sector-wise asset location.
Your path to smart wealth
Managing your investments should be clear and efficient. Follow our simple process to register, track your assets, and gain insights from our AI-powered terminal.
Account Registration & Profile
Create your secure CAPITL account with basic details to begin tracking your financial journey and managing your assets.
Register with your full name, username, and email. Once registered, you will receive a welcome email confirming your access to our platform.
Asset Integration & Tracking
Add your stocks, mutual funds, and crypto holdings by folio number to see real-time market values and performance metrics.
AI-Driven Market Insights
Access daily insights on stocks and crypto. Use our AI search to generate visual reports and recommendations for your investments.
Expert Consultation & Support
Connect with our team via the AI chatbot to ask questions or schedule a direct meeting for personalized financial guidance.
Ready to manage your wealth?
Start your journey with CAPITL today. Register for free and gain access to real-time market data, AI insights, and portfolio management tools.
Frequently Asked Questions
Answers to common questions about your portfolio, market data, and platform features.