

Capitally
Capitally is a secure personal investments tracker, designed to help you monitor a variety of assets - from stocks, ETFs, real estate, to crypto and even custom assets like art, collectibles, or startups.
Cost / License
- Subscription
- Proprietary
Application type
Platforms
- Software as a Service (SaaS)
Features
Properties
- Privacy focused
Features
- Portfolio Tracking
- Import CSV Data
- Support for multiple currencies
- Multiple Account support
- Portfolio Management
- Data export/import
- Investment Tracking
- Mobile friendly
- End-to-End Encryption
- Recurring Billing
- Ad-free
- Works Offline
- Cloud Sync
- Currency Conversion
- Export to CSV
- Options trading
- Margin trading
Tags
- Investment Manager
- Data Analysis
- Cryptocurrency
- stock-tracking
- etf
- stocks
What is Capitally?
Capitally is a secure personal investments tracker, designed to help you monitor a variety of assets - from stocks, ETFs, real estate, to crypto and even custom assets like art, collectibles, or startups.
It enables you to see your whole investment strategy at a glance, deep dive into performance history, and understand what makes your portfolio move. So that you can make informed decisions about your financial future.
When it comes to data, we believe in complete ownership. You can start by importing a CSV from virtually any source, even directly copying and pasting from your spreadsheet. Need to take your data elsewhere? You can export everything, anytime. For us, your privacy is paramount, therefore your data remains always encrypted on your device, so that only You can read it - not even us.











Comments and Reviews
Capitally is a no-brainer when it comes to tracking broad portfolio of investments. I usde multiple tools in the past and nothing compares to Capitally. The responsiveness of the owner and roadmap of future improvements make it a great choice.
A great tool for managing investment portfolio. Fresh source of data on assets and their valuations, easy import from many brokers, pleasant layout, extensive possibilities to analyze your assets and their performance online. The author provides very fast and proactive assistance through all possible contact channels (support forum, email, other forums)
It is visually attractive and flexible
Helpful tool, easy to import data. But purpose I bought it is annual tax settlement
I have been using Capitally since few months. It solves plenty of my problems with tracking investments across different accounts, asset class etc. I reccomend it to everybody!
Capitally is an exceptional personal investments tracker that has truly transformed the way I manage my diverse portfolio.
THE ONLY APP WHICH RULES ALL THE INVESTMETS.
Navigating through Capitally is a breeze. The design is intuitive, making it easy for both beginners and experienced investors to track their assets without any hassle.
What sets Capitally apart is its ability to monitor a wide range of investments, including stocks, ETFs, real estate, cryptocurrencies, and even unique assets like art and collectibles. This versatility allows me to have a holistic view of my financial landscape in one place.
I love the customizable dashboards that provide real-time insights into my portfolio's performance. This feature allows me to make informed decisions quickly, optimizing my investment strategy.
Overall, Capitally has been a game-changer for me. It simplifies the investment tracking process while providing the tools and insights needed to make informed decisions. I highly recommend it to anyone looking to take control of their investments!
It's easy to use. Works seamlessly.