Concepts

Let's dive into concepts that are the building blocks of Capitally.

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Table of contents

Overview
Concepts
Getting Started
Importing Data
Reports
- Taxable Income Report
- Taxes Due Report
Early Access Features
- Formulas
- Price Formulas

Info

About Pricing Changelog Roadmap

Resources

Blog Help Community F.A.Q.Status

Features

Performance Analysis Wealth Tracker Dividend Tracker

Compared to

Tracking in Excel Sharesight Alternative Snowball Alternative Kubera Alternative Getquin Alternative

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Please note that Capitally is a tool for tracking and managing your investment portfolio and does not provide investment advice. All investment strategies and investments involve risk of loss. Nothing on this platform should be construed as investment advice or a recommendation to buy or sell any security, investment product, transaction, or strategy. You are solely responsible for your investment decisions.© Copyright 2025 CAPITALLY p.s.a. All Rights Reserved

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