CapitalGuard

Managing investments across multiple accounts, asset classes, and currencies requires constant visibility. CapitalGuard is a portfolio monitoring platform that centralizes your investment data into a single dashboard — tracking performance, alerting on significant movements, and providing the analytical foundation for informed capital allocation decisions.

Centralized Portfolio View

CapitalGuard aggregates data from multiple investment accounts into a unified view. Track stocks, bonds, crypto holdings, and alternative investments in one place. Performance analytics show returns across customizable time periods, with benchmarking against relevant indices. Multi-account support means you can monitor personal investments, business reserves, and client portfolios from a single login.

Alert System

Define custom alert rules based on price movements, portfolio value thresholds, or allocation drift. When conditions are met, CapitalGuard sends notifications so you can act quickly — whether that means rebalancing, taking profits, or investigating unusual activity. The alert system is designed to surface what matters without overwhelming you with noise.

Who It Serves

CapitalGuard is built for individual investors managing diversified portfolios, financial advisors tracking client accounts, and small fund managers who need monitoring tools without enterprise-grade complexity or cost. It delivers the core functionality of professional portfolio management at a fraction of the price.

Starting at $19/month, CapitalGuard is part of OPERIUM's Financial Systems domain, alongside ExportCompta for accounting exports, Tax-Shield for tax reporting, and InvoiceBot for invoicing. For blockchain-specific portfolio tracking, WhaleWatcher in our Digital Infrastructure domain provides wallet-level monitoring across multiple chains.