See beyond the spreadsheet

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.

Want to stop your subscription? No problem! You can cancel anytime and still use everything until your paid time runs out. Changed your mind later? Just turn it back on!

Don't worry about your work - if your subscription ends, we'll save all your data for 6 months. This means you can come back anytime within that period and pick up right where you left off. If you prefer to have your data deleted sooner, just drop us a message at support@mycapitally.com and we’ll take care of it.

Here's a nice bonus: staying subscribed locks in your current price. Even if our prices go up later, you'll keep paying the same amount you started with. (Just remember - if you cancel and come back later, you'll need to pay the new rates.)

Want to switch to a different plan? You can do that anytime too! Here's exactly how it works:

• We'll look at how much you've already paid and haven't used yet

• This amount becomes credit towards your new plan and future payments

• You'll only pay the extra difference

So when you downgrade to a cheaper plan you won't need to pay anything until your credit runs out.

The money you already paid never goes to waste - it just moves to your new choice! 🙂

We don't sell or analyze your financial data or behavioral patterns. Our focus is solely on delivering the best user experience, which involves analyzing the general adoption of features and application performance, all in accordance with our Privacy Policy.

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.

Yes! Capitally lets you track liabilities together with your assets, so you always see your real net worth. How to do it? Check out this guide. Even more advanced support for this feature is coming soon - keep an eye on our roadmap for updates!

You can manually add and update the value of any asset, whether it’s a painting, a property, or something else. You can enter values one by one or upload entire spreadsheets with price data. Need a hand? Check out tutorials: Tracking Real Estate or Tracking Collectibles.

Yes. You can log any transaction costs.

With Sailor Plan, you can access up to 25 years of historical valuations. On higher plans, there’s no internal limit.

Currently you can’t set custom metric or threshold alerts due to our encryption model. However, you can schedule recurring notifications - like a weekly summary of your portfolio value and returns - to stay up to date.

Definitely! You can export any part of your portfolio to a CSV or Excel file, or even as a JSON file for import into another Capitally account. Currently there’s no way to give someone live access to your account - but this feature is already on our roadmap!