Manage investments, track expenses, and grow your wealth with powerful analytics and AI-driven insights. Trusted by over 50,000 financial professionals.
Register this month for a chance to win
Everything you need to manage your finances professionally
Track stocks, bonds, crypto, and alternative investments in one unified dashboard with real-time data synchronization.
Gain deep insights with customizable reports, performance metrics, and predictive modeling powered by machine learning.
Automated tax-loss harvesting and detailed reporting to minimize your tax burden and maximize returns.
Comprehensive risk analysis tools help you understand and manage portfolio volatility and exposure.
Categorize and monitor all business and personal expenses with automated import from bank accounts.
Set financial goals and track progress with intelligent forecasting and scenario modeling tools.
Built for professionals who demand the best
256-bit encryption, two-factor authentication, and SOC 2 Type II compliance ensure your data stays protected.
Connect with 10,000+ financial institutions for automatic transaction updates and account reconciliation.
Dedicated account managers and 24/7 customer service to help you maximize platform value.
Join thousands of financial professionals using CapitalEdge. No credit card required.