Audience
Individual investors and financial enthusiasts wanting a tool to track, analyze, and optimize their diverse investment portfolios across various asset classes
About Capitally
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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Pricing
Starting Price:
€7 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Capitally
Poland
www.mycapitally.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Videos
Support
Online
