Capitalio: wealth intelligence and net worth dashboard
vansh patel
investors juggled brokerages, crypto wallets and real estate valuations in separate portals. i built it around aggregate, analyse, forecast: consolidated net worth, interactive benchmarks and allocation drift alerts for rebalancing.
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Posted Oct 21, 2026
wealth intelligence platform giving wealth managers one view of net worth, asset allocation and live performance across stocks, crypto and real estate, benchmarked against the s&p 500. designed and engineered from scratch.
