Portfolio Monitoring
Track performance, allocation drift, concentration, and risk exposure across investment accounts.
Start Tracking
Investment services
Sharper monitoring, research, and capital planning.
Professional support for investors who want clear portfolio visibility, better research, and disciplined strategy.
Core capabilities
Services built around capital clarity.
Research
Receive market briefs, sector notes, and investment context for more confident decisions.
Start Research
Capital Planning
Map liquidity, income needs, goal timelines, and capital deployment priorities.
Plan Capital
Investment Guidance
Structured frameworks for reviewing opportunities, timing, and portfolio fit.
Get Guidance
Risk Analysis
Evaluate drawdown exposure, asset concentration, volatility, and downside scenarios.
Review Risk
Wealth Insights
Actionable reporting for long-term investors, advisors, and capital teams.
Explore InsightsPricing in USD
Choose the intelligence level that fits your capital workflow.
Essential
For individual investors tracking market context.
$49/month
Weekly market brief, watchlist notes, and portfolio check prompts.
Get StartedProfessional
For active investors and independent advisors.
$149/month
Portfolio monitoring, monthly review summary, and deeper research access.
Get StartedCapital Desk
For teams needing structured investment intelligence.
$399/month
Strategy reports, risk reviews, research briefings, and consultation priority.
Get StartedWorkflow
From market signal to portfolio action.
CapitalTracksPro combines research, monitoring, and planning into a single decision workflow. You see what changed, why it matters, and how it connects to your capital goals.
