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RightCapital

RightCapital

Freemium Finance & Trading ✓ Verified

RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The Rig

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Finance & Trading AI iphone view in mac

About this Tool

RightCapital

RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The Rig

RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The RightCapital app allows your financial advisor to give you the ability to see all of your financial accounts and investments in one place at any time, link accounts, track expenses in the budget module, share documents in the secure vault, and receive notifications on upcoming tasks. It can substantially improve communication between you and your fina

Pros & Cons

✓ Pros

  • ✓Comprehensive financial overview in one place
  • ✓Strong retirement and scenario planning tools
  • ✓Seamless client-advisor collaboration

✗ Cons

  • ✗Not available as a direct-to-consumer product
  • ✗Pricing not publicly listed
  • ✗Requires advisor relationship for full access

Key Features

🔧

Unified dashboard aggregating all financial accounts and investments

🤖

Retirement planning and scenario modeling tools

🔧

Net worth tracking with real-time updates

🔐

Secure document sharing between clients and advisors

🔧

Goal-based financial planning with progress tracking

🔧

Portfolio stress-testing and risk analysis

💬

Client-advisor task management and communication

🔧

Proposal generation for financial advisors

📱

Multi-platform access via iOS, Android, and web

📋 Scripts & Prompts for RightCapital +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for RightCapital +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
osaurus
Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
GitHub
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🤖 AI Agents for RightCapital +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🌊 FLOWISE
Flowise Invoice Reconciliation Agent
⏰ Scheduled
Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.
https://github.com/FlowiseAI/Flowise
⬇ Import Agent Docs
🤖 CLAUDE CODE
Claude Code SEC Filing Watcher
⏰ Scheduled
Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
⚡ ZAPIER
Zapier Stock Alert Multi-Step
⚡ Event
Zapier Zap that triggers on unusual volume from a market data webhook, calls an LLM to summarize related news, and posts the alert to a Slack channel.
https://zapier.com/apps
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Code Financial Analyst Skill
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Use Cases

✅

iphone view in mac app store * [46 ratings 3

Who Is This For?

👤

Developers

Tags

Finance & Trading Freemium Api Desktop iOS

Frequently Asked Questions

RightCapital is available as freemium. Visit the tool's website for the latest pricing details and plan options.

RightCapital offers a free plan. Check the website for feature limitations and upgrade options.

RightCapital is available on Api, Desktop, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the RightCapital website for current trial availability and duration.

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