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About
Capitally provides an investment management solution that enables users to track, understand, and improve the performance of their investment strategies. It aggregates all accounts in one place, allowing users to track various asset types together, compare allocations across categories, and observe changes over time. It provides performance metrics such as realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows comparison with any benchmark. Users can analyze investment fees and passive income, track upcoming and estimated dividends, compare dividend, rent, and interest income, and view yield, yield on cost, and growth at a glance. Capitally supports automatic reinvestment and DRIP schemes. Advanced charting and comparison tools help identify factors impacting returns, narrow down specific time periods, and divide returns into capital, currency, dividends, and fees.
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About
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + Screening
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individual investors and financial enthusiasts wanting a tool to track, analyze, and optimize their diverse investment portfolios across various asset classes
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Audience
Self directed investors
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
€7 per month
Free Version
Free Trial
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Pricing
$7 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCapitally
Poland
www.mycapitally.com
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Company InformationStock Rover
Founded: 2008
United States
www.stockrover.com
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Categories |
Categories |
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Integrations
Google Sheets
Microsoft Excel
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