Diversified Capital Group vs CapTrack

Wealth management designed around you. Investment plans that evolve with you that include strategies to meet all your financial needs. Our strategies are suited to your needs to provide peace of mind for you and your family. Diversified Capital Group is pleased to bring you a one-stop-shop for all information regarding your investment portfolio.

CapTrack helps you track your net worth and investments in a simple, clear, and intuitive way. Monitor your total wealth, understand how each investment is performing, and get a real-time overview of your financial situation through clear charts, percentages, and visual insights. Manually update your balances once or multiple times per month and instantly see your wealth growth, portfolio allocation, and how each asset contributes to your total net worth — no complex calculations required. Your entire wealth at a glance With CapTrack, you can: • Track your total net worth over time • Analyze individual investments with clear charts • View percentages and asset allocation • Keep track of contributions and returns • Set and monitor financial goals Simpler than spreadsheets Many people rely on Excel or spreadsheets to manage their personal finances. CapTrack gives you the same level of control, but in a cleaner, faster, and easier way: no formulas, no manual calculations, no unnecessary complexity. Privacy-first finance tracking CapTrack is built for users who want clarity and control without compromising privacy: • No bank account connections • No data sharing • Only the information you choose to enter Your data stays fully under your control. Who CapTrack is for • Anyone who wants to manage their personal wealth • Users looking for a simple investment tracker • People who want to truly understand how their portfolio is performing CapTrack – Track your wealth with clarity.