All-inclusive Pricing
It's more an investment than a subscription
...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.”
“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.”
“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!”
“I used to actively manage my investments via Excel, but this helps to save a lot of time and effort. I'm very impressed!”
“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”
Plans comparison
| Limits | Sailor | Navigator |
|---|---|---|
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. | 1 | 5 |
Portfolios | Unlimited | Unlimited |
Assets Assets An asset is any financial instrument you track, such as one stock, ETF, bond, real-estate, etc. | 50 | Unlimited |
Price history | 25 | 30+ |
| Track anything | Sailor | Navigator |
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 analysis | Sailor | Navigator |
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 income | Sailor | Navigator |
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 | ||
| Flexibility | Sailor | Navigator |
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 reporting | Sailor | Navigator |
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 & Ownership | Sailor | Navigator |
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 | ||
| Other | Sailor | Navigator |
Push notifications | ||
Mobile app Mobile app Fully-featured mobile version that can be added to you home screen and used offline | ||
Support |
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.