Upgrade your Investment Tracking Excel

Capitally automates the manual work and unlocks deep performance analysis that is difficult and error-prone in Excel. It handles complex calculations like Time-Weighted Returns and currency impact automatically, preventing broken formulas and saving you hours of maintenance.

It replaces the need for a spreadsheet for portfolio tracking and analysis. You get more power, more automation, and more reliability, all while keeping the direct data control that made you choose spreadsheets in the first place. You can still export your data to CSV anytime.

Yes. You can directly copy and paste your transaction data from any investment tracking template into Capitally. You can also import any CSV or XLS file without needing to change its format, making the transition seamless.

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.

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.

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.