What would you like to do in Capitelist?

Use Net Worth as the command center for assets, liabilities, allocation, liquidity and recent movement.

Assets is the working ledger for public markets, private investments, real assets, cash, business interests and unclassified records.

Record a cash, bank, treasury, Wise or Revolut account as part of current net worth.

Add a stock, ETF, fund or bond position with enough metadata for valuation, allocation and movement review.

Use AI Import for broker statements when you have many listed positions or want source-backed portfolio rows.

Add property with ownership, geography, valuation and linked-debt context so net worth is not just broker assets.

Use appraisal or valuation evidence to update a non-market asset without pretending the estimate is more precise than it is.

Add a property-backed liability with balance, rate, payment and linked real-asset context.

Capital Review turns portfolio data into a prioritized queue of gaps, concentration issues and investment work.

Build a disciplined plan from available budget, risk profile, time horizon and existing portfolio context.

Forecast projects liquidity, debt service, downside stress and investment-plan scenarios over time.

Create your Recovery Key and store it outside Capitelist so protected Held Away, Safebox and Legacy data remain recoverable.