All-inclusive Pricing

Great choice
Best choice
Magnificent choice

Sailor

  • 1 Project
  • 50 Assets
  • Unlimited Portfolios
  • 25 Years of historical data
  • Full reporting & analysis
14 day trial, no Credit Card
Great choice
Best choice
Magnificent choice

Navigator

  • 5 Projects
  • Unlimited Assets
  • Unlimited Portfolios
  • 30+ Years of historical data
  • Full reporting & analysis
14 day trial, no Credit Card
Taxes included. Final price at checkout. Fair use and system limits apply.

It's more an investment than a subscription

Monitoring your assets with Capitally costs
Sailor
- /y
Navigator
- /y
of your €100,000 investment

...give me a second...

But it also pays for itself, at least that's what users say 😇

Tax filing is so much easier now - saves me hours, and the tax-loss harvesting alone covers the subscription.
Paweł
Poland
Capitally provides a complete overview of all our assets, including real-time stocks, real estate, and private equity. It saves us a lot of time and effort.
F3 Capital
Investment Fund
I spent 4 years building my 16MB Excel spreadsheet for portfolio tracking. In just two evenings with Capitally, I replicated everything and got even better analytics!
TomeK Karczewski
Poland
I used to actively manage my investments via Excel, but this helps to save a lot of time and effort. I'm very impressed!
Kunal Parwani
Singapore
I started building something similar for myself and I came to the conclusion that it would be more economical to choose a ready-made option
Tomasz Onyszko
@tonyszko

Plans comparison

LimitsSailorNavigator
Projects
Projects
A Project is like a folder for your portfolios. All your investments should be in one project. You can create more for backtesting, or exploring 'what-if' scenarios.
15
Portfolios
UnlimitedUnlimited
Assets
Assets
An asset is any financial instrument you track, such as one stock, ETF, bond, real-estate, etc.
50Unlimited
Price history
2530+
Track anythingSailorNavigator
Stocks, ETFs
Mutual Funds (US & EU)
Cryptocurrencies
Real estate
Art & Collectibles
Cash
Custom assets
Unlisted and historical assets
Multiple currencies support
Multiple currencies support
Track investments in any number of foreign currencies
Import from brokers
Import from brokers
Import transactions from a growing list of brokers, crypto exchanges, and apps
Import custom data
Import custom data
Import transactions, assets, and prices from CSV, Excel, JSON, and XML files
Global markets
40+40+
Performance analysisSailorNavigator
Deep analysis
Deep analysis
Analyze any part of your portfolio, within selected time period and grouping
Performance metrics
Performance metrics
MWR, TWR, ROI, Total, Net, After-tax, etc.
Currency & Capital returns
Historical analysis
Multi-period analysis
Benchmarking
Custom benchmarks
Custom benchmarks
Use custom assets, accounts or specific parts of your portfolio as a benchmark
X-Ray & Heatmap charts
X-Ray & Heatmap charts
Compare your whole portfolio structure - regardless of it's complexity - on a single chart
Category metrics
Category metrics
Categorize assets into a nested structure, like 'Equity/Large Cap/US'
Regional exposure
Regional exposure
Analyze exposure and performance by region
Industry exposure
Industry exposure
Analyze exposure and performance by industry
Compare fees
Backtest ideas
Backtest ideas
Test investment strategies with historical data in separate projects
Investment incomeSailorNavigator
Automatic dividends
Dividends re-investment (DRIP)
Dividends re-investment (DRIP)
Automatically reinvest dividends into the same asset with an optional discount
Upcoming dividends & rent payments
Estimate future income
Rental & interest income
Dividend yield & yield on cost
FlexibilitySailorNavigator
Nested tags
Nested accounts
Advanced filtering
Advanced filtering
Filter positions by complex criteria, AND, OR, NOT, etc.
Custom charts
Bookmarks
Bookmarks
Save custom views, charts, and filters for quick access
Tax reportingSailorNavigator
Taxes due
Taxes due
Growing number of tax jurisdictions supported
Custom tax rules
Custom tax rules
Modify existing or create your own tax rules
Taxable income report
Cost-basis tracking (FIFO)
Tax-loss harvesting
Tax-loss harvesting
Identify positions, that if sold, would reduce your tax due
Track withholding taxes
Privacy & OwnershipSailorNavigator
On-device encryption
On-device encryption
Your financial data is encrypted on your device, we just can't read it
No 3rd-party trackers or ads
Privacy mode
Privacy mode
Hide your numbers when showing your results
Export everything, anytime
Export everything, anytime
Export transaction history, assets, settings, etc.
Export reports
Export reports
Export any table you see to CSV, Excel or JSON
OtherSailorNavigator
Push notifications
Mobile app
Mobile app
Fully-featured mobile version that can be added to you home screen and used offline
Support
EmailEmail

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.

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! 🙂

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.