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Capwise

Capwise Compass

Get personalized investment recommendations powered by advanced AI. Optimize your portfolio with institutional-grade analysis.

AI-powered portfolio optimization using modern portfolio theory
Risk-adjusted returns calculated with Sharpe ratio methodology
Access to 22,000+ global securities across major exchanges

How It Works

  • Provide your investment profile and preferences
  • Define your risk tolerance and capital allocation
  • Select asset classes for diversification
  • Receive AI-optimized portfolio recommendations
Security & Privacy

Bank-grade encryption. Your data is never shared with third parties. All analysis is performed securely.

Investor Profile

Required for regulatory compliance and personalization