A calm place for your whole portfolio.
Track every holding across crypto, PSX, NASDAQ, LSE, and NYSE markets in one quiet view. We surface the facts — returns, fees, concentration, drift — and guard your discipline. We never trade, and we never touch your funds.
Most portfolios aren't managed. They're ignored — until something feels wrong.
Money you own sits across brokers and exchanges, in a dozen currencies. Without a single view, drift accumulates quietly: an overexposed position, forgotten fees, one bad impulse sale.
We built the report we wished existed — a calm, honest read of the whole portfolio, built for the investor who thinks in years, not days.
- 01 It's easy to lose track
Accounts are spread out. A single, reconciled view puts everything on one page.
- 02 It's easy to overexpose
Concentration and drift alerts flag positions quietly growing too large — before risk, not after.
- 03 It's easy to overreact
Reference frameworks and a fee lens keep short-term noise from derailing a long-term plan.
What Kapital Copilot does — and what it deliberately won't.
Yes — we track, analyze, and guard
Portfolio tracking across crypto, PSX, NASDAQ, LSE, and NYSE. Net worth, performance, and allocations in one reconciled view. Reference frameworks for calm decision-making, fee tracking, corporate-action handling, and concentration, drift, and diversification guardrails.
No — never advice, never access
We never give trading advice, never provide financial or tax guidance, and never hold or access your funds. Kapital Copilot is a tracking and analytics tool — the decisions remain yours, informed by calm facts.
Built for long-term thinkers.
If you own assets in more than one place and think in time horizons — not tickers — you'll feel at home.
Self-directed investors
Own your picks across markets and brokers. Get one honest view of the whole picture, and let guardrails keep drift in check.
Crypto + equity holders
Track crypto, PSX, NASDAQ, LSE, and NYSE holdings side by side, with market-specific handling for corporate actions.
People who want discipline
Reference frameworks and fee insights support decisions you can defend in a decade — not just a dip.
Five quiet habits, built in.
Add a portfolio
Create portfolios per goal or market — PSX, NASDAQ, crypto, and more.
Log trades
Record buys and sells with tickers, prices, fees, and notes. Import to skip the busywork.
See the whole picture
Net worth, performance, and allocation across every market in one calm view.
Get real guardrails
Alerts for concentration, diversification, and drift — before they become regrets.
Review like a pro
Periodic reviews with reference frameworks and fee lens keep you on plan.
Stick to the plan
Decision journaling and annual reviews build long-term muscle memory.
Three quiet guarantees.
We never touch your funds
Kapital Copilot has no access to your money — it's read-only by design. No dealing desk, no orders, ever.
Analytics, not advice
We report what your portfolio is doing and why — concentration, drift, fees. We never tell you what to buy.
Private by default
Production security covers authentication, rate limiting, and dependency hygiene. Your data stays yours.
Start calm. Stay calm.
No fees hidden in the fine print. Every plan includes one thing for free: a good night's sleep about your portfolio.
- Up to 2 portfolios
- Core tracking & performance
- Multi-market support
- 2 trade imports / month
- Unlimited portfolios
- Concentration & drift guardrails
- Reference frameworks & reviews
- Unlimited trade imports
- Fee tracking & corporate actions
No ads. No commissions. No conflicts of interest.