See your true IBKR returns
Multi-currency P&L, options lifecycle and margin interest reconciled into the true returns PortfolioAnalyst won't show.
Interactive Brokers shows you the markets — not your true returns, or multi-currency P&L after taxes.
Yes — Capitally is built to track Interactive Brokers properly. Time-weighted and money-weighted returns reconciled across every currency, options followed through rolls, assignments and expirations, short sales with the correct cost-basis sign, margin interest counted as the real cost of leverage, and dividends tracked with withholding tax per holding.
For IBKR's heavily international and expat users, Capitally also prepares capital-gains tax reports across many jurisdictions — with the multi-currency cost basis and dividend WHT detail IBKR's own statements leave out.
Portfolio analysis app
Real returns, beyond PortfolioAnalyst
PortfolioAnalyst gives you the basics. Capitally gives you the answers. Time-weighted return, money-weighted return, contribution by asset, drawdowns and benchmark comparison — all calculated correctly across every currency in your Interactive Brokers account, with margin interest counted as the real cost of leverage it is.
See exactly which IBKR trades made you money, which fees and FX costs ate into your returns, and how your portfolio compares to the index you actually care about.
- Choose accurate metricsCalculate returns using MWR, TWR, or ROI depending on your investment type, what you want to measure and what you compare yourself against.
- Benchmark — or discount — by anythingStack up to 10 benchmarks side by side, or discount your return by inflation, a market index, any asset, or even a buy-and-hold version of your own portfolio to see your real and excess returns.
- Identify real return driversSee exactly what affects your returns - capital gains, currency fluctuations, income, fees, and taxes - all clearly broken down.
- Track your true performanceGet accurate metrics that account for all cash flows, reinvested dividends, and timing effects that most platforms ignore.
Your own portfolio organizer
All IBKR accounts in one view
Most IBKR users don't only use IBKR. There's a sub-account for the family, a legacy broker, an ISA, IRA or 401(k), maybe a crypto wallet — and IBKR's own consolidation only goes so far.
Capitally pulls every account into one view, organized by goal, household member or strategy, with every currency reconciled into your base automatically. Plus capital-gains tax reports prepared for whichever jurisdiction you actually file in.
- Create nested account foldersBuild your accounts into subfolders that mirror how you manage your finances. This makes it easier to navigate, track, and compare different portfolios - so you always know exactly where to find what you need.
- Tag accounts, assets, and transactions flexiblyAdd custom tags on three levels - accounts, assets, and transactions - allowing you to filter and analyze your data in detail. Even the smallest details become easy to compare and track.
- Organize assets by Categories, Regions, and SectorsMarket assets are automatically categorized by kind, geography, and sector. You can categorize your custom ones too. You can instantly see your diversification level and exposure.
- Customize categories to fit your styleCapitally doesn’t just fit your data into predefined structures - you can modify existing categories or create your own, ensuring that all imported assets match your personal organization style.
- Save and pin your favorite views as bookmarksPin your most-used portfolio views to the main menu. Access your key insights instantly - without repeating their setup every time.
- Navigate with precisionUse extensive filters system to drill down into specific holdings, transactions, or performance trends, helping you make informed decisions faster.
Stock options portfolio tracker
Track options like never before
Active trading is where most portfolio trackers fall apart. Capitally doesn't. Every option contract, roll, assignment and expiration is tracked through the full lifecycle, with cost basis and realized/unrealized P&L on each leg — single contracts and multi-leg strategies alike.
Short sales carry the correct sign on cost basis and proceeds, so your IBKR returns aren't quietly inflated. Margin loans and interest payments reconcile into your true performance, putting the cost of leverage on the same chart as the upside it's funding.
- Puts, calls, and everything in betweenTrack single option contracts and multi-leg strategies. All with proper accounting for premiums, strikes, and expiration.
- Automatic expiry & exercise handlingCapitally automatically creates expiry or exercise transactions when options reach their expiration date. No manual cleanup needed.
- See options under the underlying assetOptions appear as lots under their underlying stock or ETF, making it easy to see your complete exposure to any asset - shares and options combined.
- Control the GreeksMonitor Delta, Gamma, Theta, Vega, and Rho for every position. See historical charts of how your Greeks have changed over time.
All your brokers are already here!
Capitally is much more than that!
- 🌈All types of assetsEasily track wealth across multiple asset classes – Stocks, ETFs, Crypto, Bonds, Real-estate, Art, Ventures, or any other custom asset.
- 📥Import from anywhereImport from dozens of brokers, or your own spreadsheets. All transactions or just balances.
- 💶Multiple currenciesTrack and view assets in any currency. See capital & currency returns separately.
- 🧠Deep portfolio analysisDetailed portfolio metrics, like MWR, TWR, ROI, Dividend Yield, Yield on Cost, etc.
- 🏆Advanced benchmarksCompare your results with indexes, ETFs, custom assets, inflation or any part of your portfolio
- 🌎Exposure analysisSee your exposure to regions, industry sectors, and investment categories.
- 💰Dividend trackerTrack dividends, rent, interest or any other investment income. Complete with DRIP support and metrics.
- 🔮Income calendar & estimatesSee upcoming dividends or rent payments and estimate them years ahead.
- 🏛️Capital gains taxesInclude taxes in your returns, do tax-loss harvesting and calculate your tax obligations at year's end.
- 🏦Liabilities, bonds and depositsModel mortgage payments, bond interest or P2P loans with dynamic terms and rates.
- 🤹Stock options trackerTrack stock options alongside the rest of your portfolio.
- 🛟Short positions and marginTrack short positions and sold options along with their margin requirements.
- 🏷️Organize & filter your wayNest accounts, tag transactions, categorize assets. Then filter and group them however you need.
- 💄Extensive customizationCreate your own charts, filters, date periods, tables, importers, tax presets or even menus.
- 🧪Test investment scenariosCreate "what-if" projects to experiment with different strategies risk-free.
- 🥷On-device encryptionKeep data private with industry-leading encryption (literally the only tool to do that).
- 🚫No ads or 3rd-party trackersComplete privacy with no data sharing, unlike most investment platforms.
- 📱Fully-featured mobile accessTrack your investments on the go, on multiple devices at once. Even offline.
The only portfolio tracker where your data is only yours
We take your privacy seriously. In fact, we can't see your data, and neither can anyone else.
- Your financial data is end-to-end encrypted
- This is in addition to the standard security measures
- Hosted in Europe on Google Cloud Platform
- No 3rd-parties, no trackers, no ads, no upselling
- All your data is synced to your device
- You can import and export everything at any time
Created for people just like you
"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
What are you waiting for? Start optimizing your investments today
- Works great on a desktop or laptop
- Fully featured on mobile
- Add to home screen for quick access and security
Frequently asked questions
Yes! You can track dividends from international stocks and funds just like any others. Also you can manually enter or import any tax withheld at the source directly from your broker’s data.
Absolutely! Options appear as lots under their underlying asset. For example, your Apple options will show under your Apple position, alongside your regular stock lots. You can also enable a dedicated Options tab in Settings for a cleaner view when actively trading options.
Capitally tracks margin requirements for sold options and short positions. You can customize margin percentages in Settings to match your broker's requirements. The margin requirement value shows the minimum portfolio value needed to cover your obligations. For sold options, the underlying asset's market value is multiplied by the percentage.
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.