True story behind your returns

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.

You can manually enter and update the value of any asset that doesn’t have a public price - whether it’s a private investment, real estate, or anything unique. You can also conveniently paste a table with prices, or import a file.

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!

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.

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!

All market-traded assets in Capitally are updated daily using the previous day’s official end-of-day closing prices.

For any unique or non-publicly traded assets, you can quickly update values manually whenever you want.