💼Business & SaaS 📂Coding & Programming 📂Corporate Training & L&D 🔒Cybersecurity 💻Developer Tools & DevOps 🛍️E-commerce & Retail 🎓Education 💰Finance & Trading 💪Fitness & Health 🍽️Food & Restaurants 🌿Health & Wellness 🛡️Insurance ⚖️Legal Tech 📣Marketing & Content 🎬Media & Entertainment 📂Mindfulness & Mobility 📂Nutrition for Athletes 🚀Productivity 📂Reading & Knowledge 🏠Real Estate 📂Recovery & Injury Prevention 📂Research & Academic Tools 📂Sports Performance ✈️Travel & Hospitality ⚙️ Script Vault 🔌 MCP Directory 🤖 Agent Hub
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

Visit Website Write a Review ★
🔍 People also searched for
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
🔌
QuickBooks Online MCP Server
Medium 📱 macos, linux, windows
MCP for QuickBooks Online accounting workflows.
🔓 Sign Up Free to Install
🔌
sonirico/mcp-stockfish
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
🔓 Sign Up Free to Install
🔌
Xero MCP Server
Medium 📱 macos, linux, windows
MCP for Xero small-business accounting.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for RightCapital +

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

🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
⬇ Import Agent Docs
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
▶ On-demand
Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.
https://github.com/anthropics/claude-code
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

Similar Finance & Trading Tools

航旅纵横PRO-民航官方直销平台
$0.99
WebAbility.io
$59
Yellowpages Navigator
Business & SaaS

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.

🔒
Community Ratings Join free to see community votes & react
❤️ ··· 💪 ···
Create Free Account Log In
No reviews yet. Be the first to share your experience with RightCapital!

Share Your Experience

At a Glance

🔗 Get a Do-Follow Backlink Boost your domain rating with a high-authority directory link — one-time $499
View Plans →