Build wealth with clarity
and structure.
Capri gives you a step-by-step system to learn, plan, and grow — combining education, real tools, and AI guidance in one platform.
No credit card required.
What you gain with Capri
Not just tools — a structured system for lasting financial clarity
A clear understanding of your financial position
A structured plan for saving and investing
Real-time visibility into your net worth
Confidence in your financial decisions
Long-term consistency that compounds over time
The Capri Method
A clear, four-step system for building your financial foundation
Understand your money
Get a clear picture of your income, expenses, assets, and liabilities.
Build your foundation
Create a budget, build an emergency fund, and develop consistent habits.
Invest with structure
Learn the fundamentals and use guided tools to make intentional decisions.
Track and grow
Monitor your net worth, stay on track, and let your system compound.
The tools that power your system
Every tool you need to build clarity, consistency, and long-term wealth
Investment Intelligence
AI-powered research briefs, document analysis, investment comparisons, and company profiles — structured to inform, not overwhelm.
Explore Intelligence →Document Review
Upload financial documents and get clear, structured analysis — term sheets, reports, and statements broken down for understanding.
Review a Document →Structured Learning
Four guided course tracks — Investing 101, Budgeting, ETFs & Index Funds, and Money Mindset — with video lessons and progress tracking.
Start Learning →Your On-Demand Financial Guide
Ask any financial question and get clear, structured answers — designed to educate and build your understanding, not replace professional advice.
Ask a Question →Wealth Builder Community
Connect with fellow builders, share progress, and stay accountable on your financial journey.
Join the Community →Free & Premium Plans
Core tools are free forever. Upgrade to Premium for advanced calculators, unlimited AI guidance, additional courses, and priority support.
See Plans →11 Financial Calculators
Structured tools to plan, project, and take ownership of your finances
Investment Calculator
Project compound growth over time
Budget Planner
Build a structured 50/30/20 budget
Debt Payoff
Map your path to becoming debt-free
Net Worth Tracker
See your complete financial picture
Emergency Fund
Calculate your financial safety net
Savings Goal Planner
Set targets and track your timeline
PREMIUMFIRE Calculator
Plan your financial independence path
PREMIUMDividend Calculator
Project long-term passive income
PREMIUMRetirement Planner
Model your retirement timeline
Loan Calculator
Compare loan terms and total cost
Expense Tracker
Categorize and understand your spending
Built for the next generation of wealth builders
Capri Partners is a structured financial system designed for people who want to build lasting clarity, confidence, and ownership over their financial future.
Important Disclosures: Capri Partners is a financial education platform. We are not a registered investment advisor, broker-dealer, or financial planner. We do not provide personalized investment advice or recommendations.
All content, tools, and AI-generated analysis are for educational and informational purposes only and should not be construed as financial advice. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results.
AI features are powered by OpenAI and Anthropic Claude. Your consent is required before using AI features. Please review our Privacy Policy and Terms of Service for full details.
Start building your financial future with a system that grows with you.
A complete financial system — structured learning, real tools, and AI guidance. Free to start. Built for the long term.