Connect Personal Capital and Arihant PLUS
Integrate Personal Capital with Arihant PLUS to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Personal Capital and Arihant PLUS
Supported Triggers & Actions
Everything you can automate between Personal Capital and Arihant PLUS.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Personal Capital integrations.
View Order Trail
View an order's status and event history.
View Demat Holdings
View Demat holdings and profit and loss for the account.
Get Account Funds
See the account's available funds and balances.
Place Order
Place market, limit, cover, or bracket orders for stocks, futures, and options.
Find Orders
Retrieve your order book or a specific order's status.
Find Stocks
Find stock symbols on a selected exchange by company name or symbol. Optionally filter by instrument type, F&O eligibility, and result limit.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
Learn moreSimilar apps
About Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Personal Capital and Arihant PLUS accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Personal Capital and Arihant PLUS as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Arihant PLUS. No coding required.
Yes. You can set up a workflow where Personal Capital triggers actions in Arihant PLUS, and a separate workflow where Arihant PLUS triggers actions in Personal Capital. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Personal Capital and Arihant PLUS. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Personal Capital and Arihant PLUS integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
