“Capitally is an excellent tool that provides a complete overview of all our assets, including real-time stocks, real estate, and private equity. It saves us a lot of time and effort compared to manually keeping track of everything. It's user-friendly and intuitive, with a fantastic support team that is always ready to assist. We highly recommend it to anyone looking for an efficient way to manage their investments.”
“The X-Ray feature is “unbelievably good” - you are fantastic and really understand what users need.”
“Once I got used to it, it's a great app! Especially as it handles all my assets - I've tested a few and they didn't have NewConnect for example”
“I bought the subscription for a couple of reasons: 1) your support of the product...I liked that you care about it; 2) the product has good bones and I know it will get better in the future; 3) I like the security aspect of my data”
“I'm really impressed by the quality and versatility of the app. I like that I can customize almost anything. I wanted to have a view of all of my family's assets in one place and the possibility to filter and organize data in any way I want, which is fantastic with the tags. The features that I love the most are the tags, the IRR data, the filtering capabilities and the X-Ray graph.”
“Capitally allowed me to transition from overcomplicated spreadsheets that needed to be updated manually (but never was) I used for tracking my investments, to just seeing the data at a glance, automatically updated and ready for me to analyze. And that is just the tip of the iceberg of what it can offer”
“I am already impressed by the product as it is now, while it is still in the early stages”
“It's the first app that was able to import history from all my accounts across multiple brokers. Now I can finally see the full picture for the first time. I highly recommend it!”
“I started building something similar for myself as a combination of Python + Excel and I came to the conclusion that it would be more economical to choose a ready-made option”
“I like the simple UI, the DeGiro import worked pretty well, and I can track everything in my portfolio properly. Dividends and broker cost tracking work well, too.”
“It's really fantastic. I've started investing this year, and with Capitally I can see all the information that I need, and it's super easy to use. I love the dashboard and everything. Excellent idea”
We're offering a Founders Subscription Plan exclusively for our early adopters. 🎩
This gives you the chance to secure a sweet price for all upcoming features for the lifetime of your subscription. 💰
You'll also support Capitally development, as it's solely funded by it's users, not their data. 😇
+taxes, billed monthly
2 months free
+taxes, billed yearly
the brains behind Capitally. For me, being independent is all about living, working, and relaxing at my own terms. It's the liberty to pack my bags and travel whenever I desire, or to immerse myself in whatever piques my interest.
There's a myriad of paths to this freedom, and long-term investing is often one of the critical parts. But let's be honest, it's far from a one-size-fits-all situation. Everyone's journey is unique, and finding a financial strategy that will serve you well over time requires a solid base of understanding.
I've explored a bunch of tools out there meant to make this process easier, but I found them too restrictive, disconnected, leaving me filling in the gaps with ever-expanding spreadsheets. That was, until they simply couldn't keep up anymore.
That's when it hit me - why not create a tool that combines the flexibility and openness of a spreadsheet with the power, and user-friendly interface of an app? A tool that empowers you to devise, execute, and track YOUR strategy towards financial independence? Capitally is the answer to that.
At Capitally, we believe that investment tracking is just the beginning, not the end. Yes, it's essential to keep an eye on your investments, but it's equally important to understand them in the context of your overall investment strategy.
Our goal is to assist you in not only finding and implementing your investment strategy but also maintaining it over the long term (we're still working on this aspect).
When it comes to tracking, we have a slightly different take on a few things:
You have the freedom to track either broad account balances or detailed transactions - the level of detail is entirely up to you.
Custom assets can be tracked just like standard ones, complete with price history and transactions.
You can import data from any table, whether it's an export from your broker or a spreadsheet you've created.
Your data is encrypted and stored on your device - it's yours, and you can export it all at any time.
You can find more information about these features in other sections of this FAQ.
Capitally is designed with long-term investors in mind, particularly those who have or are planning to build a diversified portfolio across various assets and brokers.
If you're someone who has previously managed your finances using a spreadsheet, you'll find Capitally to be a familiar yet enhanced experience. It's specifically designed to excel at analyzing the historical performance of your investments, making it a significant upgrade from your typical spreadsheet.
In fact, your financial data is encrypted on your device using a private key that's derived from your password. This means that only you can decrypt this information. Neither we nor anyone else can access this data, even if we wanted to.
This ensures that even in the unlikely event of a security breach or if one of our contractors acts inappropriately, the data that could potentially be extracted from our systems would be useless. This is a level of security that sets us apart from our competitors.
Additionally, we adhere to industry-standard security best practices:
We utilize a trusted computing platform (Google Cloud).
All server communications are encrypted with HTTPS.
All data is encrypted at rest.
Access to data is granted on a need-to-know basis and is logged.
We implement robust security measures to keep our systems secure.
For a more detailed explanation of our encryption mechanism, please refer to our security guide.
Capitally is a subscription-based service and we currently do not offer a Free tier. Instead, we have a 14-day fully-featured Free Trial that doesn't require a Credit Card, so you have ample time to check if it works for you.
As we continue to add more features and enhance the application, the subscription prices will increase and additional plans will be introduced. The good news is, by subscribing early, you can lock in the price from the day you subscribe.
Capitally is a truly global platform, with no territorial limitations. We support all national currencies and major markets worldwide.
Even if we don't have data for your local mutual fund, don't worry - you have the option to add it yourself. We've specifically designed Capitally to be inclusive and accessible to everyone, everywhere.
Capitally offers a high degree of flexibility when it comes to tracking assets, and we have plans to expand this even further. Our goal is to create a tool that allows you to analyze all aspects of your wealth, including liabilities.
At present, we directly support:
Stocks, ETFs, Currencies, Cryptocurrencies, Commodities, Indexes - check out the full list of all markets for which we provide pricing and dividend data.
Cash accounts in any national currency.
Real estate and startup ventures.
Art, watches, antiques, cards, and other collectibles.
Bonds, deposits, and other fixed-income instruments - currently, these are priced manually, but automated support is on our roadmap.
For each type of asset, you can track individual transactions or just current balances, along with historical market prices.
The answer is both yes and no. There are essentially two types of trackers:
Balance trackers: These focus on your current wealth distribution and how it has changed over time. They're quick and easy to use, but they might not provide the level of detail you need, for example to analyse transaction costs, or do taxes.
Transaction trackers: These provide a more detailed and accurate picture, but they often require a lot of manual input, which can be time-consuming.
Capitally offers the best of both worlds. You can quickly update account balances for a high-level overview, or add individual transactions for more accuracy. You have the freedom to mix and match as you please, and you can even switch your tracking style at any time.
Capitally features a robust importing interface that allows you to easily upload CSV or XLS files from any broker or app that provides transaction history or account balances. You can even copy and paste data from your own spreadsheet if you have one.
We currently support a growing list of brokers natively, including Interactive Brokers, Degiro, TastyTrade, Schwab, Coinbase, Kraken, and XTB, among others.
For individual transactions, you can simply add them manually. If you're only tracking account balances, you can update them directly in the table, along with the current market price.
While many trackers use services like Plaid to automatically synchronize account balances, these often require you to provide your bank login details and may not always be accurate. They typically only provide account balances and sometimes up to 3 months of transactions. If your broker isn't supported, which can often be the case depending on your location, you're usually left with the tedious task of manual input as most trackers don’t support bulk import well.
At Capitally, we prioritize your privacy and aim to give you more control over your data. That's why we're focusing on perfecting CSV imports first. Eventually, we plan to offer automated synchronization as well, so you can enjoy the best of both worlds.
Absolutely! We automatically include dividend payouts for any eligible stock market assets you've added, including both stocks and ETFs. Please note that these may differ from what your broker reports due to taxes and transfer delays, but you can easily verify and correct them if necessary.
Not only that, we allow you to recognise and compare fixed income from other types of investment, like Bonds or Real Estate Rental.