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Capitally

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What is Fineas?

Fineas is a cutting-edge financial platform that harnesses the power of AI to provide immediate answers to a wide range of financial questions, personalized portfolio enhancement recommendations, and comprehensive asset tracking, all within a cohesive and intuitive interface. Users can enjoy the capability to incorporate live charts into their dashboards, facilitating seamless navigation across various timeframes, the addition of indicators, and monitoring of real-time price fluctuations. The platform’s chatbot feature allows users to ask simple questions regarding their investments and receive quick responses, complete with visual support and tailored advice, effectively alleviating uncertainty in their decision-making processes. Furthermore, an anticipated portfolio optimization feature will enable users to set custom targets, track their progress, and obtain AI-generated insights to ensure their investments stay aligned with their goals. Built on a foundation of advanced technologies including Akash, Docker, MongoDB, OpenAI, Pinecone, and Polygon, Fineas aims to enhance user experience by continuously adapting to feedback and refining its functionalities. Overall, this platform not only streamlines financial management but also equips users with the tools they need to make informed investment decisions confidently, ultimately fostering a more engaged and knowledgeable investing community. This commitment to innovation and user satisfaction positions Fineas as a leader in the evolving landscape of financial technology.

What is Capitally?

Capitally provides a robust investment management platform designed to empower users in effectively monitoring, understanding, and refining their investment strategies. By integrating multiple accounts into a unified interface, it allows for the simultaneous tracking of various asset classes, which aids users in analyzing their allocations across different categories while observing changes over time. The platform presents essential performance metrics, including realized and unrealized returns, ROI, TWR, MWR, and IRR, and enables comparisons with any chosen benchmark for deeper insights. Furthermore, users can analyze investment fees and passive income sources, track upcoming and projected dividends, and evaluate diverse income streams such as dividends, rent, and interest, along with an overview of yield, yield on cost, and growth. Capitally also supports automatic reinvestment options and Dividend Reinvestment Plans (DRIPs) to help users maximize their investment potential. With sophisticated charting features and comparative tools, users can pinpoint influences on returns, concentrate on particular time frames, and dissect returns into components such as capital gains, currency shifts, dividends, and fees for a comprehensive analysis. This holistic investment management solution not only serves as a crucial tool for both novice and seasoned investors but also encourages a proactive approach to achieving financial success. By fostering a deeper understanding of investment dynamics, Capitally enhances users' ability to make informed decisions that align with their financial goals.