
For multi-currency, multi-jurisdiction investors — see real returns with FX attribution, dividend WHT reconciled, and capital-gains reports ready for the country you actually file in.
Capitally tracks every EXANTE position across every asset class your account holds. Stocks and ETFs across global exchanges, crypto, dividends with withholding tax tracked at source, FX auto-conversions reconciled into your base currency.
And the report EXANTE never generates: cost basis carried lot by lot through corporate actions and currency moves, FX attribution that splits capital gain from currency gain, time-weighted and money-weighted returns on the same chart, and capital-gains filings prepared for the country you actually live in. End-to-end encrypted, GDPR-safe; no Plaid, no aggregator, no broker password requested — and the EXANTE statement export goes back to account opening, with the corporate actions and FX moves aggregator-pulled feeds tend to drop.
EXANTE's reports tab leaves performance to PDFs you have to request and statements that close the month — open positions show a P&L, the rest of the picture stays your problem.
Capitally turns the whole book into a live performance read: time-weighted return, money-weighted return, FX attribution per holding, contribution by position, drawdowns, and a benchmark of your choice on the same chart. The kind of analysis a professional account deserves — without waiting on EXANTE to email it.
An EXANTE customer rarely runs one currency, and rarely files in one country. There's the EUR balance for European listings, the USD pocket for US-listed names, sub-accounts for the partner or the holding company, plus the broker you opened before EXANTE and the wallet that survived 2022.
Capitally pulls every account into one view, organises them by goal, household member or strategy, reconciles every auto-conversion and FX into the currency you actually budget in — and tracks cost basis the way the country you file in expects, ready for the capital-gains return EXANTE doesn't produce. No Plaid, no broker password requested.
End-to-end encrypted on your device — before anything leaves your device. We can't see your data, and neither can anyone else.
Advanced retail investors, multi-currency expats, and high-net-worth individuals — across all continents.
"Really pleased to be part of Capitally’s clients! Love the fact that it brings so many functionalities within an efficient interface. Every time I think of something I'd like to do or a piece of data I'd like to have, I always find a way to get it. It's amazing! I’ve also added a shortcut on my iPhone’s home screen, so I can easily access all my data even when I’m away from home. Perfect!"

Frank
France
"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."

Boris
Canada
"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"

Mateusz
Poland
"As a finance director at a non-profit foundation, I needed a solution that could handle our complex investment mix - from managed funds to real estate. Capitally's flexible import options made it simple to track everything in one place. The affordable price means more of our budget goes to our mission. It's exactly what we needed to get our investment tracking in order."

Jiří Kulík
Nadace Open Society Foundation Prague
"I just wanted to share how brilliant your tool is for managing investments. It is so comprehensively thought-through and the ease with which it can be used is admirable. I used to actively manage my investments via Excel, but this helps to save a lot of time and effort. I'm very impressed!"

Kunal Parwani
Singapore
"Love love LOVE Capitally! I work in Product and I really really appreciate your approach and just what an amazing product it is 😊 "

Li T
Australia
"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"

Drew
USA
"Capitally is an absolutely great tool that allows you to grasp all your investments at a glance, thanks to its clear and well-designed appearance. At the same time, it provides practically unlimited possibilities for exploring data. The whole thing works equally well on a computer and a phone. As a user, I can count on excellent support (thank you!). I also like the pace of development and the features being added - since I purchased the license, the ability to calculate tax liabilities has been introduced, and I also have an early version of options support - something no other solution I know of offers. I definitely recommend it!"

Michał Szafrański
Bestselling author of "Finansowy Ninja"
"The X-Ray feature is “unbelievably good” - you are fantastic and really understand what users need."

Hemanth
India
"I've been using Capitally since November 2024 and have enjoyed it every day since!"

Frank P.
France
"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."

F3 Capital
Investment Fund
"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"

Tomasz Onyszko
@tonyszko
"I am already impressed by the product as it is now, while it is still in the early stages"
Maarten Bremer
"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."

Jamie Schembri
Netherlands
"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!"

sebawo
@sebawo
"I had no idea how many poor investing choices I made before Capitally. Tax filing is so much easier now - saves me hours, and the tax-loss harvesting alone covers the subscription. What I love is how the app pushed me to learn more about metrics. This helped me make smarter money decisions. The tool is fantastic, and the customer support is even better!"

Paweł
Poland
"My only requirement was client-side encryption. That pushed most of your competitors away, so I decided to try with you and never looked back."

Dubravko Flis
Head of IT, Croatia
"Not only does it provide a real value-add through tax reporting (others charge a monthly fee for only having pre-made portfolio analyses without the ability to customize while requiring the user to still use another way to do taxes), but it also excels at the various kinds of integrations of accounts, assets and currencies."

Steffen Jahnke
"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"

Renan Dias
USA
"I spent 4 years building my 16MB Excel spreadsheet for portfolio tracking. In just two evenings with Capitally, I replicated everything and got even better analytics! The data visualization is incredible - slice and dice however you want. But what really blew me away was when the developer fixed an issue before I even reported it. This is next-level software and support! 😂"

TomeK Karczewski
Poland
"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"

Piotr Płaneta
@piotrplaneta
"The game changer that Capitally brings is that it has a very high degree of customization when it comes to selecting assets and recording transactions. For me the differentiator is the ability to record transactions in a currency that differs from the asset currency. My investment portfolio spans multiple global markets and accounts and normal portfolio tracking tools just don't recognize the fact that I may be purchasing a given equity in more than one currency in different accounts."

Stuart Davidson
USA
"I tried Portfolio Performance, but quit it multiple times because of errors in currency handling, importing is too clunky and error-prone in general and there’s a lack of automatic adjustments for dividends and splits. Capitally does all these things right and the reporting is visually nice and quick."

Andries Zwikstra
Netherlands
"I currently have an active subscription with another tool, but I already know that I won't be renewing it.
Capitally takes data exploration to a whole new level, despite lacking some functionalities that will probably appear over time. Both as a programmer and a user, I love tools where intuitiveness is a high priority."

Paweł Gajda
Poland
"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"

Mateusz
Poland
"Really pleased to be part of Capitally’s clients! Love the fact that it brings so many functionalities within an efficient interface. Every time I think of something I'd like to do or a piece of data I'd like to have, I always find a way to get it. It's amazing! I’ve also added a shortcut on my iPhone’s home screen, so I can easily access all my data even when I’m away from home. Perfect!"

Frank
France
"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."

Boris
Canada
"Love love LOVE Capitally! I work in Product and I really really appreciate your approach and just what an amazing product it is 😊 "

Li T
Australia
"As a finance director at a non-profit foundation, I needed a solution that could handle our complex investment mix - from managed funds to real estate. Capitally's flexible import options made it simple to track everything in one place. The affordable price means more of our budget goes to our mission. It's exactly what we needed to get our investment tracking in order."

Jiří Kulík
Nadace Open Society Foundation Prague
"I just wanted to share how brilliant your tool is for managing investments. It is so comprehensively thought-through and the ease with which it can be used is admirable. I used to actively manage my investments via Excel, but this helps to save a lot of time and effort. I'm very impressed!"

Kunal Parwani
Singapore
"The X-Ray feature is “unbelievably good” - you are fantastic and really understand what users need."

Hemanth
India
"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"

Drew
USA
"Capitally is an absolutely great tool that allows you to grasp all your investments at a glance, thanks to its clear and well-designed appearance. At the same time, it provides practically unlimited possibilities for exploring data. The whole thing works equally well on a computer and a phone. As a user, I can count on excellent support (thank you!). I also like the pace of development and the features being added - since I purchased the license, the ability to calculate tax liabilities has been introduced, and I also have an early version of options support - something no other solution I know of offers. I definitely recommend it!"

Michał Szafrański
Bestselling author of "Finansowy Ninja"
"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"

Tomasz Onyszko
@tonyszko
"I've been using Capitally since November 2024 and have enjoyed it every day since!"

Frank P.
France
"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."

F3 Capital
Investment Fund
"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!"

sebawo
@sebawo
"I am already impressed by the product as it is now, while it is still in the early stages"
Maarten Bremer
"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."

Jamie Schembri
Netherlands
"Not only does it provide a real value-add through tax reporting (others charge a monthly fee for only having pre-made portfolio analyses without the ability to customize while requiring the user to still use another way to do taxes), but it also excels at the various kinds of integrations of accounts, assets and currencies."

Steffen Jahnke
"I had no idea how many poor investing choices I made before Capitally. Tax filing is so much easier now - saves me hours, and the tax-loss harvesting alone covers the subscription. What I love is how the app pushed me to learn more about metrics. This helped me make smarter money decisions. The tool is fantastic, and the customer support is even better!"

Paweł
Poland
"My only requirement was client-side encryption. That pushed most of your competitors away, so I decided to try with you and never looked back."

Dubravko Flis
Head of IT, Croatia
"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"

Piotr Płaneta
@piotrplaneta
"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"

Renan Dias
USA
"I spent 4 years building my 16MB Excel spreadsheet for portfolio tracking. In just two evenings with Capitally, I replicated everything and got even better analytics! The data visualization is incredible - slice and dice however you want. But what really blew me away was when the developer fixed an issue before I even reported it. This is next-level software and support! 😂"

TomeK Karczewski
Poland
"I currently have an active subscription with another tool, but I already know that I won't be renewing it.
Capitally takes data exploration to a whole new level, despite lacking some functionalities that will probably appear over time. Both as a programmer and a user, I love tools where intuitiveness is a high priority."

Paweł Gajda
Poland
"The game changer that Capitally brings is that it has a very high degree of customization when it comes to selecting assets and recording transactions. For me the differentiator is the ability to record transactions in a currency that differs from the asset currency. My investment portfolio spans multiple global markets and accounts and normal portfolio tracking tools just don't recognize the fact that I may be purchasing a given equity in more than one currency in different accounts."

Stuart Davidson
USA
"I tried Portfolio Performance, but quit it multiple times because of errors in currency handling, importing is too clunky and error-prone in general and there’s a lack of automatic adjustments for dividends and splits. Capitally does all these things right and the reporting is visually nice and quick."

Andries Zwikstra
Netherlands
"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."

Boris
Canada
"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"

Mateusz
Poland
"Really pleased to be part of Capitally’s clients! Love the fact that it brings so many functionalities within an efficient interface. Every time I think of something I'd like to do or a piece of data I'd like to have, I always find a way to get it. It's amazing! I’ve also added a shortcut on my iPhone’s home screen, so I can easily access all my data even when I’m away from home. Perfect!"

Frank
France
"I just wanted to share how brilliant your tool is for managing investments. It is so comprehensively thought-through and the ease with which it can be used is admirable. I used to actively manage my investments via Excel, but this helps to save a lot of time and effort. I'm very impressed!"

Kunal Parwani
Singapore
"Love love LOVE Capitally! I work in Product and I really really appreciate your approach and just what an amazing product it is 😊 "

Li T
Australia
"As a finance director at a non-profit foundation, I needed a solution that could handle our complex investment mix - from managed funds to real estate. Capitally's flexible import options made it simple to track everything in one place. The affordable price means more of our budget goes to our mission. It's exactly what we needed to get our investment tracking in order."

Jiří Kulík
Nadace Open Society Foundation Prague
"Capitally is an absolutely great tool that allows you to grasp all your investments at a glance, thanks to its clear and well-designed appearance. At the same time, it provides practically unlimited possibilities for exploring data. The whole thing works equally well on a computer and a phone. As a user, I can count on excellent support (thank you!). I also like the pace of development and the features being added - since I purchased the license, the ability to calculate tax liabilities has been introduced, and I also have an early version of options support - something no other solution I know of offers. I definitely recommend it!"

Michał Szafrański
Bestselling author of "Finansowy Ninja"
"The X-Ray feature is “unbelievably good” - you are fantastic and really understand what users need."

Hemanth
India
"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"

Drew
USA
"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."

F3 Capital
Investment Fund
"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"

Tomasz Onyszko
@tonyszko
"I've been using Capitally since November 2024 and have enjoyed it every day since!"

Frank P.
France
"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."

Jamie Schembri
Netherlands
"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!"

sebawo
@sebawo
"I am already impressed by the product as it is now, while it is still in the early stages"
Maarten Bremer
"My only requirement was client-side encryption. That pushed most of your competitors away, so I decided to try with you and never looked back."

Dubravko Flis
Head of IT, Croatia
"Not only does it provide a real value-add through tax reporting (others charge a monthly fee for only having pre-made portfolio analyses without the ability to customize while requiring the user to still use another way to do taxes), but it also excels at the various kinds of integrations of accounts, assets and currencies."

Steffen Jahnke
"I had no idea how many poor investing choices I made before Capitally. Tax filing is so much easier now - saves me hours, and the tax-loss harvesting alone covers the subscription. What I love is how the app pushed me to learn more about metrics. This helped me make smarter money decisions. The tool is fantastic, and the customer support is even better!"

Paweł
Poland
"I spent 4 years building my 16MB Excel spreadsheet for portfolio tracking. In just two evenings with Capitally, I replicated everything and got even better analytics! The data visualization is incredible - slice and dice however you want. But what really blew me away was when the developer fixed an issue before I even reported it. This is next-level software and support! 😂"

TomeK Karczewski
Poland
"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"

Piotr Płaneta
@piotrplaneta
"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"

Renan Dias
USA
"I tried Portfolio Performance, but quit it multiple times because of errors in currency handling, importing is too clunky and error-prone in general and there’s a lack of automatic adjustments for dividends and splits. Capitally does all these things right and the reporting is visually nice and quick."

Andries Zwikstra
Netherlands
"I currently have an active subscription with another tool, but I already know that I won't be renewing it.
Capitally takes data exploration to a whole new level, despite lacking some functionalities that will probably appear over time. Both as a programmer and a user, I love tools where intuitiveness is a high priority."

Paweł Gajda
Poland
"The game changer that Capitally brings is that it has a very high degree of customization when it comes to selecting assets and recording transactions. For me the differentiator is the ability to record transactions in a currency that differs from the asset currency. My investment portfolio spans multiple global markets and accounts and normal portfolio tracking tools just don't recognize the fact that I may be purchasing a given equity in more than one currency in different accounts."

Stuart Davidson
USA

No. Capitally never connects to your bank or broker through Plaid, Yodlee, or any other open-banking aggregator — no shared password, no read-only API token, no third party in the data path. Data comes in by CSV or Excel upload, paste from a spreadsheet, or manual entry, with native presets for most major brokers.
That is a precision choice as much as a privacy one, and it means no background auto-sync. Is my data safe? explains both.
Yes. One project holds any number of accounts — personal, company, trust, IRA, ISA, IKE/IKZE — plus the liabilities that finance them, so one net-worth view nets debt against holdings. Every metric works at any level: per account, per filter, or across everything.
When two entities must never appear in the same report, give each its own project — same login, fully isolated data. Projects covers which side of that line an entity belongs on.
TWR judges the strategy, MWR judges your result as an investor. Time-weighted return strips out when you added or withdrew money, which makes it the fair one to compare against a benchmark. Money-weighted return — also called IRR — includes your cashflow timing, so it tells you what the portfolio actually did for you.
Capitally computes both, plus ROI, for every account and for the whole portfolio, and any of them can be discounted by a benchmark for a real or excess return. Calculating returns has the worked examples.
Yes. Capitally is built and operated under GDPR: servers and databases sit in EU data centres, and your portfolio data is end-to-end encrypted on your device with AES-GCM, so we cannot read it even if asked.
Export and permanent deletion are both one-click operations inside the app, with no email or support ticket required. Is my data safe? covers the encryption and hosting model; the Privacy Policy is the full legal text.
Every transaction keeps the currency you paid in — USD trades stay in USD, EUR trades in EUR — and converts into your viewing currency at the trade-date rate, which you can switch whenever you like.
Returns then split into the asset's own capital gain and the currency gain or loss on top, so a 12% USD return that lands as 4% in EUR reads differently from a 12% EUR return. Portfolio metrics defines the split.
Yes. Foreign dividends track exactly like domestic ones, and the withholding tax deducted at source is kept per payment: the dividend value stays gross, the withheld amount goes in Tax paid / withheld, and the net follows from the two.
A broker import fills that field in where the export carries it, and you enter it yourself where it doesn't. See Importing dividends and withholding tax, and Taxes for how tax withheld nets against tax due.