Capri Partners

CapriPartners is your AI-powered financial education companion. Learn investing, budgeting, and personal finance through interactive tools, real-time market data, and guided courses — all designed to build your financial literacy at your own pace. WHAT YOU'LL LEARN • Investment fundamentals — stocks, bonds, ETFs, real estate, and alternative investments • Budgeting and expense tracking — build healthy financial habits • Portfolio analysis — understand diversification, risk, and asset allocation • Net worth tracking — see your full financial picture • Retirement and savings planning — set and track your goals POWERFUL TOOLS • AI Learning Assistant — ask financial questions and get clear, educational answers • Investment Snapshot — research any asset with AI-generated educational briefs • Document Review — upload and analyze financial documents with AI • Side-by-Side Comparison — compare investments educationally • Budget Planner, Loan Calculator, FIRE Calculator, and more • Daily Insights — personalized learning topics delivered every day • Streak Tracking — stay motivated with daily check-ins REAL-TIME MARKET DATA • Live stock quotes and market indices for learning reference • Financial news feed to stay informed • Historical performance data for educational context PREMIUM FEATURES (Capri Premium) • Unlimited AI conversations • Advanced investment analysis tools • Daily personalized learning insights • Premium educational content and courses IMPORTANT DISCLAIMERS • Capri is for educational purposes only • We do not provide personalized financial, investment, tax, or legal advice • We do not facilitate investments or securities transactions • All investment involves risk — past performance does not guarantee future results • Consult a qualified financial professional before making any financial decisions SUBSCRIPTION INFORMATION • Capri Premium is available as a monthly ($9.99/month) or yearly ($79.99/year) auto-renewable subscription • A 7-day free trial is included with your first subscription • Payment is charged to your Apple ID account at confirmation of purchase • Subscription automatically renews unless canceled at least 24 hours before the end of the current period • Your account will be charged for renewal within 24 hours prior to the end of the current period • Manage or cancel anytime in Settings > Apple ID > Subscriptions Terms of Use: https://capripartners.co/terms Privacy Policy: https://capripartners.co/privacy