# Capitally - Investment Portfolio Tracker ## Overview Capitally is a comprehensive wealth and portfolio tracking application designed for long-term investors who want to manage, analyze, and optimize their investments in one place. It provides clarity and control over diverse investment portfolios, moving beyond the limitations of spreadsheets and fragmented broker insights. ## What is Capitally? Capitally is a privacy-focused investment tracking platform that helps investors consolidate, analyze, and optimize their entire investment portfolio across multiple asset classes, brokers, and currencies. It emphasizes end-to-end encryption and comprehensive performance analytics. ## Key Features ### Portfolio Consolidation - Track stocks, ETFs, cryptocurrencies, bonds, mutual funds, real estate, art, collectibles, cash, liabilities, mortgages, and custom assets - Support for multiple brokers, portfolios, and currencies - Unified view of entire wealth in one platform - Manual entry or automated import from 50+ brokers ### Income Tracking - Comprehensive dividend tracking with DRIP support - Track rental income, bond interest, P2P lending returns, crypto staking rewards - Dividend calendar and income forecasting - Yield on Cost and Dividend Yield calculations ### Options Tracking - Track stock options, with fair price calculated by Black-Scholes-Merton and Barone-Adesi-Whaley models - See option greeks at a glance, or their historical charts - Group strategy legs together for comprehensive analysis (eg. Covered Calls, Spreads, Strangles, Butterfly, Iron Condor etc.) ### Performance Analysis - Money-Weighted Return (MWR) and Time-Weighted Return (TWR) - ROI, XIRR, and detailed performance metrics - Advanced custom filters, configurable charts, customizable tables and reports - Benchmark against indexes, ETFs, custom assets, accounts or custom filters - Break down returns by capital gains, currency fluctuations, income, fees, and taxes - Historical performance tracking and trend analysis ### Data Import & Organization - Import from Interactive Brokers, Degiro, Schwab, Coinbase, and dozens more - CSV/XLS spreadsheet import with customizable presets - Nested account folders and custom tags - Categorization by asset type, region, and sector ### Tax Calculations - Built-in tax models for PL, US, UK, NL - User can build their own model or modify an existing one - Detailed tax report and taxable income report - Track due tax in real-time and exclude it from returns - Identify opportunities for tax-los harvesting ### Privacy & Security - End-to-end encryption on user's device - Capitally cannot access user financial data - Hosted in Europe on Google Cloud Platform - No third-party trackers, ads, or data-based upselling - GDPR compliant ## Problems Capitally Solves - **Fragmented Portfolio View**: Consolidates investments from multiple brokers and asset types into one unified dashboard - **Spreadsheet Limitations**: Replaces complex, error-prone spreadsheets with automated tracking and analysis - **Passive Income Management**: Provides clear visibility into all income streams and future cash flows - **Performance Understanding**: Goes beyond simple returns to show what drives portfolio performance - **Privacy Concerns**: Ensures financial data remains private with end-to-end encryption - **Tax Complexity**: Simplifies capital gains tracking and tax reporting - **Strategy Testing**: Allows risk-free scenario testing for investment decisions ## Target Audience - Long-term investors with diversified portfolios - Dividend and income-focused investors - Data-driven investors seeking detailed analytics - Privacy-conscious individuals - Anyone upgrading from spreadsheet-based tracking ## Important Links ### Main Pages - [Homepage](https://www.mycapitally.com/) - [About tracking all investments in one place](https://www.mycapitally.com/features/all-investments-in-one-place) - [Performance Analysis](https://www.mycapitally.com/features/analyze-performance) - [Dividend Tracking](https://www.mycapitally.com/features/track-dividends) - [Changelog/Updates](https://www.mycapitally.com/changelog) ### Pricing - [Pricing Page](https://www.mycapitally.com/pricing) - Free trial available - Subscription-based model with different tiers ### Support & Resources - [Help Center](https://www.mycapitally.com/help) - [FAQ](https://www.mycapitally.com/faq) - [Articles](https://www.mycapitally.com/blog) - [Roadmap](https://community.mycapitally.com/roadmap) ### Getting Started - [Sign Up](https://app.mycapitally.com/) - [Demo](https://app.mycapitally.com/project/demo-1) ## Unique Value Propositions - **Complete Privacy**: Your financial data is encrypted on your device - even Capitally can't see it - **All Assets in One Place**: From stocks to real estate to crypto - track everything - **Deep Analytics**: Professional-grade performance metrics accessible to everyone - **Income Focus**: Comprehensive passive income tracking and forecasting - **Flexibility**: Customizable views, reports, and organization systems - **Offline Access**: Works without internet connection on mobile devices ## Technical Details - Web-based application with mobile apps - End-to-end encryption using device-level encryption - Hosted on Google Cloud Platform in Europe - Regular updates and new features (see changelog) ## Comparison with Alternatives Unlike spreadsheets: Automated data import, real-time updates, deep historical analysis, and error-free calculations Unlike other portfolio trackers: Stronger privacy and security focus, greater flexibility in what and how you track, and more comprehensive asset support ## Common Use Cases - Tracking multi-broker investment portfolios - Planning for financial independence through dividend income - Tax-loss harvesting and capital gains management - Rebalancing portfolios across asset classes - Monitoring investment performance against benchmarks - Estate planning and wealth overview - Testing investment strategies without risk ## Contact & Community - Support:support@mycapitally.com - [Community Forum](https://community.mycapitally.com/) - Social Media- [https://www.youtube.com/@mycapitally](https://www.youtube.com/@mycapitally) - [https://x.com/staminapl](https://x.com/staminapl) ## Keywords investment tracking, portfolio management, dividend tracker, wealth management, financial privacy, passive income, performance analytics, multi-currency portfolio, tax reporting, investment consolidation # FAQs ## General ### [What sets Capitally apart from other portfolio trackers?](https://www.mycapitally.com/faq#what-sets-capitally-apart-from-other-portfolio-performance-trackers) At Capitally, we believe that investment tracking is just the beginning, not the end. Yes, it's essential to keep an eye on your investments, but it's equally important to understand them in the context of your overall investment strategy. Our goal is to assist you in not only finding and implementing your investment strategy but also maintaining it over the long term (we're still working on this aspect). When it comes to tracking, we have a slightly different take on a few things: - You have the freedom to track either broad account balances or detailed transactions - the level of detail is entirely up to you. - Custom assets can be tracked just like standard ones, complete with price history and transactions. - You can import data from any table, whether it's an export from your broker or a spreadsheet you've created. - Your data is encrypted and stored on your device - it's yours, and you can export it all at any time. You can find more information about these features in other sections of this FAQ. ### [Why is Capitally a better alternative for stock tracking in excel?](https://www.mycapitally.com/faq#why-is-capitally-a-better-alternative-for-stock-tracking-in-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. ### [Who can benefit from using Capitally?](https://www.mycapitally.com/faq#who-can-benefit-from-using-capitally) Capitally is designed with long-term investors in mind, particularly those who have or are planning to build a diversified portfolio across various assets and brokers. If you're someone who has previously managed your finances using a spreadsheet, you'll find Capitally to be a familiar yet enhanced experience. It's specifically designed to excel at analyzing the historical performance of your investments, making it a significant upgrade from your typical spreadsheet. ### [Which countries and currencies are supported by Capitally app?](https://www.mycapitally.com/faq#which-countries-and-currencies-are-supported-by-capitally-app) Capitally is a truly global platform, with no territorial limitations. We support all national currencies and [major markets worldwide](https://www.mycapitally.com/help/market-data). 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. ### [Can Capitally replace my investment spreadsheet entirely?](https://www.mycapitally.com/faq#can-capitally-replace-my-investment-spreadsheet-entirely) 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. ## Subscription ### [How much does Capitally cost? Is it free?](https://www.mycapitally.com/faq#how-much-does-capitally-cost-is-it-free) Capitally is a [subscription-based service](https://www.mycapitally.com/pricing) and we currently do not offer a Free tier. Instead, we have a 14-day fully-featured Free Trial that doesn't require a Credit Card, so you have ample time to check if it works for you. As we continue to add more features and enhance the application, the subscription prices will increase and additional plans will be introduced. The good news is, by subscribing early, you can lock in the price from the day you subscribe. ### [Can I cancel or switch subscription anytime? What happens then?](https://www.mycapitally.com/faq#can-i-cancel-anytime) 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](mailto: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! 🙂 ### [Can I get an invoice?](https://www.mycapitally.com/faq#can-i-have-an-invoice) Sure thing! When making a payment, make sure to provide your Tax ID. If you own a European business, ensure it's a European ID (starting with the country code). You'll receive a link to an invoice via email, and all past invoices are accessible in the app under **Settings** -> **Subscription**. ## Tracking Wealth ### [How can I import my financial data?](https://www.mycapitally.com/faq#how-can-i-import-my-financial-data) Capitally features a robust importing interface that allows you to easily [upload CSV or XLS files from any broker or app](https://www.mycapitally.com/help/import-from-a-broker) that provides transaction history or account balances. You can even [copy and paste](https://www.mycapitally.com/help/import-by-copy-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](https://www.mycapitally.com/help/import-from-a-file). Eventually, we plan to offer automated synchronization as well, so you can enjoy the best of both worlds. ### [Can I import my existing investment tracking spreadsheet into Capitally?](https://www.mycapitally.com/faq#can-i-import-my-existing-investment-tracking-template-into-capitally) 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. ### [Is it necessary to input all my transactions to use Capitally?](https://www.mycapitally.com/faq#is-it-necessary-to-input-all-my-transactions-to-use-capitally) 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. ### [What happens to my data if I decide to leave Capitally after the free trial?](https://www.mycapitally.com/faq#what-happens-to-my-data-if-i-decide-to-leave-capitally-after-the-free-trial) Your data will be securely stored for at least 6 months after your trial ends, so you can come back without losing your investment history. If you prefer to have your data deleted sooner, just drop us a message at [support@mycapitally.com](mailto:support@mycapitally.com) and we’ll take care of it. ### [What kind of assets can I manage with Capitally?](https://www.mycapitally.com/faq#what-kind-of-assets-can-i-manage-with-capitally) 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](https://www.mycapitally.com/help/market-data) 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. ### [Can I track liabilities (like mortgages) alongside my assets to see my true net worth?](https://www.mycapitally.com/faq#can-i-track-liabilities) 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](https://www.mycapitally.com/help/tracking-debt). Even more advanced support for this feature is coming soon - keep an eye on [our roadmap](https://community.mycapitally.com/c/roadmap/6) for updates! ### [Does Capitally track expenses related to my assets, like property maintenance costs?](https://www.mycapitally.com/faq#does-capitally-track-expenses-related-to-my-assets) Yes. You can log any transaction costs. ### [How far back can I import my transaction history?](https://www.mycapitally.com/faq#how-far-back-can-i-import-my-transaction-history) With [Sailor Plan](https://www.mycapitally.com/pricing), you can access up to 25 years of historical valuations. On higher plans, there’s no internal limit. ## Tracking Dividends & other Income ### [How does the automatic import of dividends work?](https://www.mycapitally.com/faq#automatic-import-of-dividends) If you don’t use Capitally for tax reporting, you don’t need to import dividends from your broker - you can do it just once a year or whenever you prefer. If you want to settle your tax with Capitally, first you need to upload a list of dividend companies you own. Then all dividends will be automatically added to your portfolio based on market data. If you prefer, you can enter them manually. Then the manual records will override the automatic one, so don’t worry about duplicates. ### [Can I track dividends from foreign stocks and funds, including taxes withheld at the source?](https://www.mycapitally.com/faq#track-dividends-from-foreign-stocks-including-source-taxe) 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. ### [How does Capitally forecast future dividends?](https://www.mycapitally.com/faq#how-does-capitally-forecast-future-dividends) Capitally calculates future dividend projections using the last 5 years of dividend payments for publicly traded instruments (regardless of whether you held them the whole time). For custom assets, we use the last 5 years of data you’ve entered. The next expected dividend amount is calculated as the last dividend paid multiplied by the average growth rate over the last 5 years. ### [Can I customize the assumptions behind dividend projections - like setting different growth scenarios?](https://www.mycapitally.com/faq#customizing-different-growth-scenarios) Currently, there’s no such option. Check [our roadmap](https://community.mycapitally.com/c/roadmap/6) to see if this is planned for a future update! ### [Can I define custom income streams that aren’t dividends?](https://www.mycapitally.com/faq#define-custom-income-streams) Yes. Just add a manual transaction and select the type: dividend, rent, or interest. This way, you can track any kind of passive income stream, even if it’s unconventional. ### [Does Capitally offer notifications about upcoming dividend payments?](https://www.mycapitally.com/faq#alerts-about-upcoming-dividends) In the app, you’ll see a list of all upcoming dividend payments for your holdings, including expected dates and amounts. ### [Can I test out different dividend strategies and compare them side by side?](https://www.mycapitally.com/faq#testing-different-dividend-strategies) Yes! With the [Navigator Plan,](https://www.mycapitally.com/pricing) you can create additional Test Projects, and within each project you can set up multiple Accounts to simulate different dividend strategies. You can then compare these Accounts side by side on a single chart to evaluate how each strategy performs over time. **Please note:** it's not possible to compare different Test Projects directly – comparisons are only available between Accounts within the same project. and only with [Navigator Plan](https://www.mycapitally.com/pricing). ### [Does Capitally support dividend investing?](https://www.mycapitally.com/faq#does-capitally-support-dividend-investing) Absolutely! We automatically include dividend payouts for any eligible stock market assets you've added, including both stocks and ETFs. Please note that these may differ from what your broker reports due to taxes and transfer delays, but you can easily verify and correct them if necessary. Not only that, we allow you to recognise and compare fixed income from other types of investment, like Bonds or Real Estate Rental. ## Analysing Performance ### [How often are asset prices updated?](https://www.mycapitally.com/faq#how-often-are-asset-prices-updated) 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. ### [How does Capitally handle assets that don’t have publicly available prices?](https://www.mycapitally.com/faq#handling-assets-without-publicly-available-prices) 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. ### [How does valuation for custom assets like art or real estate work?](https://www.mycapitally.com/faq#how-does-valuation-for-custom-assets-like-art-or-real-estate-work) 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](https://www.mycapitally.com/help/tracking-real-estate) or [Tracking Collectibles](https://www.mycapitally.com/help/tracking-collectibles). ### [Can I set alerts related to specific metrics or performance thresholds?](https://www.mycapitally.com/faq#notifications-related-to-specific-metrics) 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. ## Tracking Options ### [Can I track options on custom or illiquid assets?](https://www.mycapitally.com/faq#can-i-track-options-on-custom-or-illiquid-assets) Yes. Because Capitally models prices rather than pulling them from exchanges, you can create a custom asset, attach options to it, and have Capitally compute fair value and Greeks based on its price history. This works even for options not listed on any exchange. ### [Why doesn't my option price match my broker's price exactly?](https://www.mycapitally.com/faq#why-doesn-t-my-option-price-match-my-broker-s-price-exactly) Capitally uses theoretical models with historical volatility, long-term dividend yield averages, and a configurable risk-free rate. Market prices may differ due to intraday volatility changes, supply/demand imbalances, or bid-ask spreads. The goal is consistent portfolio-level analytics rather than tick-by-tick replication of broker quotes. ### [Which brokers are supported for options import?](https://www.mycapitally.com/faq#which-brokers-are-supported-for-options-import) Currently, we have native support for Interactive Brokers (IBKR) options imports. If you use a different broker, send us a sample export file and we'll work on adding support for it. You can always add options manually, or create an importer yourself for any broker or data source. ### [How does Capitally handle margin requirements for sold options?](https://www.mycapitally.com/faq#how-does-capitally-handle-margin-requirements-for-sold-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. ### [Can I see options alongside my regular stock positions?](https://www.mycapitally.com/faq#can-i-see-options-alongside-my-regular-stock-positions) 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. ### [Does Capitally adjust options when the underlying stock splits?](https://www.mycapitally.com/faq#does-capitally-adjust-options-when-the-underlying-stock-splits) Yes. When a stock split occurs, Capitally automatically adjusts both the quantity and strike price of your option contracts to reflect the split. It will also properly handle both adjusted and unadjusted strike prices when importing transactions. ### [Which subscription plan includes stock options tracking?](https://www.mycapitally.com/faq#which-subscription-plan-includes-stock-options-tracking) Stock options tracking is available only on the Captain plan, along with unlimited projects and Private Equity support (coming soon). ## Privacy & Sharing ### [What do you do to protect my privacy?](https://www.mycapitally.com/faq#what-do-you-do-to-protect-my-privacy) 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](https://www.mycapitally.com/help/data-safety). ### [Can I share only part of my portfolio with a financial advisor without revealing all data?](https://www.mycapitally.com/faq#sharing-part-of-portfolio) 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](https://community.mycapitally.com/c/roadmap/6)! # Blog Articles - [Investing in dividend stocks? Here're 6 key metrics every investor must know!](https://www.mycapitally.com/blog/how-to-evaluate-dividend-stocks) Discover key metrics for dividend stocks, that every investor should know (like dividend yield and payout ratio) to invest in high dividend-paying stocks. - [The Complete Guide to Dividend Investing for Beginners: Invest in Dividend Stocks and Build Wealth!](https://www.mycapitally.com/blog/dividend-investing-strategies-for-beginners) Invest in dividend stocks with this guide! Explore dividend investing strategies and build your portfolio with dividend-paying stocks! - [Comparison of portfolio analysis tools: Capitally, Getquin, Sharesight and Snowball Analytics](https://www.mycapitally.com/blog/best-portfolio-analysis-tool) Review of portfolio analysis tools for serious investors - GetQuin, Sharesight, Snowball Analytics, and Capitally - focusing on tracking stock performance, portfolio optimization, and investment analysis capabilities. - [getquin vs Capitally: Review of two portfolio trackers for European investors](https://www.mycapitally.com/blog/getquin-review) Looking for a getquin alternative? Compare getquin and Capitally wealth trackers side-by-side. Portfolio analysis tools for European investors managing diverse assets. - [Best Dividend Tracker 2025: An honest review of 5 popular tools used to track passive income](https://www.mycapitally.com/blog/best-dividend-tracker) Compare the best dividend trackers for passive income investors. In-depth review of Capitally, Sharesight, Snowball Analytics, and more. Find your perfect dividend tracking tool. - [How to pick dividend-paying stocks? Simple guide to dividend Investing & tracking](https://www.mycapitally.com/blog/how-to-track-dividends-investing-guide) Learn how to manage and monitor your investment portfolio. Track stocks, mutual funds and all investments in one place using top portfolio tracker apps. - [Best portfolio tracker for the DIY investor (2025)](https://www.mycapitally.com/blog/best-portfolio-tracker-for-the-modern-diy-investor) Searching for a Sharesight or Snowball alternative? We compare the best portfolio trackers for investors with diverse assets like stocks, crypto, and real estate, focusing on privacy, analysis, and flexibility. - [Kubera vs Capitally: A practical wealth tracker alternative for High Net Worth Individuals](https://www.mycapitally.com/blog/kubera-review) Compare Kubera to Capitally. See which tool suits high-net-worth portfolios with real estate, private equity and strict data-privacy needs. - [Capitally vs Snowball Analytics: Review and Comparison](https://www.mycapitally.com/blog/snowball-analytics-review) Is Snowball Analytics safe bet for your portfolio? Compare Snowball vs Capitally for tracking diverse assets, privacy features, and pricing. Find the best Snowball alternative for complex portfolios. - [Sharesight Review: Is Capitally the Best Alternative?](https://www.mycapitally.com/blog/sharesight-review) In-depth 2025 sharesight review. Compare Capitally vs Sharesight to find the best portfolio tracker for your investment portfolio. See how each tool handles stocks, ETFs, and custom investment assets, tax reporting, and privacy. - [Complete guide to investment tracking & portfolio management](https://www.mycapitally.com/blog/how-to-track-investments) Learn how to manage and monitor your investment portfolio. Track stocks, mutual funds and all investments in one place using top portfolio tracker apps. - [How to understand Portfolio Performance measures](https://www.mycapitally.com/blog/measuring-investment-performance) Understand rate of returns, including money weighted vs time weighted returns, ROI, CAGR, and factors like fees and taxes. Learn when to best use each method. - [How to switch from StockMarketEye to Capitally](https://www.mycapitally.com/blog/how-to-switch-from-stockmarketeye-to-capitally) Easily switch from StockMarketEye to Capitally - the modern investment tracker for stocks, ETFs, and crypto. Import your data seamlessly! - [StockMarketEye is shutting down - what are the alternatives?](https://www.mycapitally.com/blog/stockmarketeye-tracking-app-is-shutting-down-what-are-the-alternatives) StockMarketEye has shut down - discover 5 top alternatives for investment tracking: Capitally, Kubera, Portfolio-performance, Stock Rover & Sharesight # Help Articles - [Help](https://www.mycapitally.com/help) Get instant help with Capitally's, featuring a comprehensive list of articles and support resources. - [Overview](https://www.mycapitally.com/help/overview) Let's get started with the most important basics. - [Desktop & Mobile App](https://www.mycapitally.com/help/desktop-mobile-app) Learn how to install Capitally on desktop and mobile devices, enabling offline access and native app-like experience. - [Market Data](https://www.mycapitally.com/help/market-data) Search and access historical market data for various assets and exchanges, including delisted indices, with prices dating back to 1990 and updated every minutes. - [Is my data safe?](https://www.mycapitally.com/help/data-safety) Learn how Capitally prioritizes your data privacy and security, storing data locally on your device, encrypting projects by default, and limiting server access. - [Calculating returns](https://www.mycapitally.com/help/calculating-returns) Learn how to calculate investment returns with Capitally's flexible tools. Compare MWR, TWR, and ROI methods to track your portfolio performance accurately. - [Getting help](https://www.mycapitally.com/help/getting-help) Need help with Capitally? Find answers in our help docs, troubleshooting guides, or contact support. Get assistance today! - [Concepts](https://www.mycapitally.com/help/concepts) Let's dive into concepts that are the building blocks of Capitally. - [Portfolio](https://www.mycapitally.com/help/explorer) Learn about your portfolio performance with metrics, graphs, and transaction lists, export data easily with intuitive portfolio section. - [Accounts](https://www.mycapitally.com/help/accounts) Learn how to organize your assets with Capitally's account feature, create multiple accounts to track investments and compare holdings with. - [Assets](https://www.mycapitally.com/help/assets) Learn about assets in Capitally, including what they are, how to use and organize them, and how to customize their details, all in one place - [Asset Positions](https://www.mycapitally.com/help/asset-positions) Learn about Positions in our app, where buying selling assets on an affects the position, and how accounts can have separate positions for same asset. - [Transaction Lots](https://www.mycapitally.com/help/transaction-lots) Learn how Lots are created and managed in our platform, including how they're composed and affected by transactions and partial sales. - [Position Units](https://www.mycapitally.com/help/position-units) Learn about Position Units in Capitally, the smallest segment of an Asset Position, created by opening and closing transactions, explained in detail. - [Transactions](https://www.mycapitally.com/help/transactions) Learn about different transaction types in Capitally, including Buy and Sell, Transfer, Dividend, Interest, Rent, and Other, to accurately track and calculate your asset positions and returns. - [Account Balance](https://www.mycapitally.com/help/account-balance) Learn how to maintain accurate account balances with our Account Balance feature, ideal for tracking cash accounts or assets without historical transaction data. - [Tags](https://www.mycapitally.com/help/tags) Learn how to use tags in Capitally to organize your portfolio, including asset, account and transaction tagging, inheritance and nested tags for organization. - [Lot Groups](https://www.mycapitally.com/help/lot-groups) Organize transactions into lot groups to track multi-leg strategies, DCA positions, and related assets as single units. Learn how to create and manage groups. - [Taxes](https://www.mycapitally.com/help/taxes) Learn how to set up and customize tax handling in Capitally, including creating and assigning tax presets to accounts and viewing calculated tax metrics. - [Tax Presets](https://www.mycapitally.com/help/tax-presets) Learn how Tax Presets automate tax rule evaluation for, Sell, Dividend Interest, Rent & Others, with flexible grouping & calculation options - [Taxonomies](https://www.mycapitally.com/help/taxonomies) Organize your investments with Capitally's three taxonomy systems: categories, regions, and sectors. Customize classifications to fit your portfolio needs. Learn more! - [Bookmarks](https://www.mycapitally.com/help/bookmarks) Save custom views and reports as bookmarks in Capitally for quick access. Create shortcuts to your favorite data layouts and metrics. Learn how to bookmark views today! - [Changes History](https://www.mycapitally.com/help/changes-history) Track changes and modifications to your portfolio with Capitally's history feature, allowing you to undo and redo actions, and even review past changes. - [Programmable Presets](https://www.mycapitally.com/help/programmable-presets) Learn how to use Capitally's no-code editor to create custom Imports and Taxes logic, with built-in presets and visual statement builders. - [Getting Started](https://www.mycapitally.com/help/getting-started) Get started with Capitally and unify your investment performance across multiple accounts and asset types with our guided setup and troubleshooting resources. - [Organizing portfolio](https://www.mycapitally.com/help/organizing-portfolio) Easily track stocks and ETFs with Capitally, supporting thousands of global exchange symbols. Import transactions from your broker or manually update balances, all in one place. - [Tracking Stocks & ETFs](https://www.mycapitally.com/help/tracking-stocks-etfs) Easily track stocks and ETFs with Capitally, supporting thousands of global exchange symbols. Import transactions from your broker or manually update balances, all in one place. - [Tracking Dividends](https://www.mycapitally.com/help/tracking-dividends) Track dividends effortlessly with automatic handling, reinvestment options, and future income estimates. Learn manual entry, tax handling, and analysis tools. - [Tracking Cash](https://www.mycapitally.com/help/tracking-cash) Learn how to track your accounts in Capitally, monitoring allocation returns from currency fluctuations, with easy manual updates for a complete financial picture. - [Tracking Real Estate](https://www.mycapitally.com/help/tracking-real-estate) Track and manage your real estate investment with Capitally. Monitor market, income, and expenses for a comprehensive portfolio overview. - [Tracking Cryptocurrencies](https://www.mycapitally.com/help/tracking-cryptocurrencies) Easily track your crypto portfolio with Capitally, supporting thousands of tokens and allowing imports from major exchanges or updates. - [Tracking Bonds & Deposits](https://www.mycapitally.com/help/tracking-bonds-deposits) Learn how to efficiently import fixed-income assets, including bonds and deposits, using an import template and custom assets, and organize them with custom markets. - [Tracking Mutual Funds](https://www.mycapitally.com/help/tracking-mutual-funds) Learn how to import and track mutual funds in Capitally, with step-by-step guides and tips. - [Tracking Ventures and Passive Income](https://www.mycapitally.com/help/tracking-ventures-and-passive-income) Learn how to add and manage ventures, track expenses and income, and notes with Markdown notation in our simple guide. - [Tracking Collectibles](https://www.mycapitally.com/help/tracking-collectibles) Learn how to import and organize your collectibles and art in our application creating custom assets, grouping similar items, and adding notes and for better tracking and valuation. - [Tracking Options](https://www.mycapitally.com/help/tracking-options) Track stock options with automated imports, Greeks visualization, strategy grouping, and margin monitoring. Manage puts, calls, and complex strategies in one place. - [Tracking Short Positions](https://www.mycapitally.com/help/tracking-shorts) Learn to track short positions in Capitally. Step-by-step guide included. Start tracking now! - [Tracking Debt](https://www.mycapitally.com/help/tracking-debt) Learn how to track liabilities in Capitally using negative prices and custom assets, with step-by-step guidance on creating buy and sell transactions. - [Tracking Black-box Investments](https://www.mycapitally.com/help/tracking-black-box-investments) - [Importing Data](https://www.mycapitally.com/help/importing-data) Learn how to import data into Capitally from various sources, including brokers, files, and manual entry, with troubleshooting tips and export options. - [Import from a broker or app](https://www.mycapitally.com/help/import-from-a-broker) Learn how to easily import transactions from your broker into Capitally with our step-by-step guide, featuring in-built templates and simple drag-and-drop. - [Import from a file](https://www.mycapitally.com/help/import-from-a-file) Learn how to create a template in Capitally for transactions files that don't fit existing templates, with step-by-step guide. - [Importing in advanced mode](https://www.mycapitally.com/help/import-advanced-mode) Master complex data imports with advanced mode - create custom logic for brokers, reference rows, track variables & handle multi-format files. Learn now! - [Transaction Properties Reference](https://www.mycapitally.com/help/transaction-properties-reference) Learn how to map CSV columns to transaction properties when importing custom files. - [Import by copy&paste](https://www.mycapitally.com/help/import-by-copy-paste) Easily import transactions from spreadsheets or tables into Capitally, synchronizing your data and eliminating CSV downloads. - [Choosing the right market symbol](https://www.mycapitally.com/help/choosing-the-right-asset-symbol) Learn how to locate assets in Capitally by using ISIN numbers, ticker symbols, or asset names, and understand how market prices are sourced for data. - [Add transactions manually](https://www.mycapitally.com/help/add-transactions-manually) Learn how to add assets and transactions in Capitally, with flexibility to add custom or market-traded assets and edit transactions with ease. - [Adding custom assets](https://www.mycapitally.com/help/adding-custom-assets) Track and manage your valuable assets with Capitally's custom asset feature, with step-by-step guidance on creating and editing assets, including choosing asset types pricing. - [Setting custom asset prices](https://www.mycapitally.com/help/setting-custom-asset-prices) Customize market prices for any asset in your portfolio on Capitally, including non-publicly traded assets, and easily update prices to match your records - [Interest-based pricing](https://www.mycapitally.com/help/interest-based-pricing) Learn how Capitally's interest-based pricing automatically calculates cash flows for bonds, loans, and mortgages. Set up rates, terms & scenarios. - [Exporting Data](https://www.mycapitally.com/help/exporting-data) Easily export your data in two formats: JSON and CSV to access your information anytime, anywhere. - [Troubleshooting Data Issues](https://www.mycapitally.com/help/troubleshooting-data-issues) Resolve errors in your investment with this troubleshooting guide, covering common issues price fetch errors, pair resolutions, and balances. - [Reports](https://www.mycapitally.com/help/reports) The Reports section provides reports that are tailor-made for particular scenarios, unlike the Portfolio, which is primarily aimed at exploring and managing your assets. - [Taxable Income Report](https://www.mycapitally.com/help/taxable-income-report) Review investment portfolios with position values, closed positions, dividends, and fixed income. Analyze and export data tax estimation, loss, and record-keeping. - [Taxes Due Report](https://www.mycapitally.com/help/taxes-due-report) Track your tax obligations with our Taxes Due Report. View organized tax calculations by group, drill down to individual transactions, and understand your tax liability. Set up tax presets to get started. - [Early Access Features](https://www.mycapitally.com/help/alpha-features) Explore Capitally's alpha features, providing early access to unreleased functionalities, and contribute to their development with your feedback. - [Formulas](https://www.mycapitally.com/help/formulas) Create custom calculations with JavaScript-like formulas in Capitally. Learn syntax, operators & functions to automate your workflows. Enable this early access feature now! - [Price Formulas](https://www.mycapitally.com/help/price-formulas) Modify asset market prices with Formula, using JavaScript-like formulas. - [Cost Basis Methods](https://www.mycapitally.com/help/cost-basis-methods) Learn about cost basis methods in Capitally: FIFO, LIFO, HICO, LOCO, and Average Cost Basis (ACB). Configure methods per account, asset, or position. - [Tax Preset Reference](https://www.mycapitally.com/help/tax-preset-reference) Complete reference for tax preset programming in Capitally. Properties, statements, and expressions for building custom tax calculation rules. - [Tracking Mortgage](https://www.mycapitally.com/help/tracking-mortgage) Learn how to track your mortgage in Capitally with automatic interest calculations, connect it to your property, and see your true net equity.