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.
Other Popular Alternatives & Related Software
Dividend Data
Set your long-term investing goals and use our software to track your progress. There is a 30-day money-back guarantee so no risk in trying it out. Use our free educational resources on YouTube to learn more about investing. Conduct in-depth fundamental analysis with our stock research tool. Track your investments as you work toward your goals. Reach your investing goals and financial freedom. A foundation of quality dividend-paying stocks can help secure your financial future. Track multiple portfolios all in one place. Manually upload or automatically link US brokerages. Analyze all your stocks. Keep track of bought shares and DRIP shares. Calculate your true total return from dividend reinvestment. Automatically calculate your projected annual dividend income and overall portfolio dividend yield, the yield on cost, and the effect of reinvesting dividends. Get your dividend income and yield metrics for each stock in your portfolio.
Learn more
Value Research
Value Research is a comprehensive portfolio management tool designed to simplify the tracking and analysis of your investments. It offers hassle-free and automated transaction imports, powerful performance analytics and comparisons, detailed and ready-to-file tax statements, and automated capturing of all dividends, bonuses, rights, and splits. You can manage and track your and your family's investments in one place, making it India's best portfolio management system. It supports various investment types, including mutual funds, stocks, NPS, PPF, sovereign gold bonds, alternatives (InvITs/REITs), and bonds & other fixed income instruments. It provides an overview of your investments, reflecting how well your investments are doing and allowing you to identify problem areas at a glance. The dashboard offers insights into the classification of your investments, key signals related to your performance over time, and a crisp graphic overview of your transactions.
Learn more
Stockle
Stockle is a next-generation investment management platform designed to simplify the process of managing, tracking, and optimizing investments. It offers features such as multi-account aggregation, allowing users to view all accounts collectively or create custom views. It supports tracking of stocks, ETFs, funds, indices, and cryptocurrencies globally. Stockle provides detailed analytics, including dividend yield, yield on cost, and success rates of open and closed positions. Users can benchmark portfolios against any asset, utilize an improved command menu for efficient navigation, and access comprehensive transaction logs with historical data. Stockle's intuitive user interface and flexible data model cater to various investment strategies, enabling users to structure portfolios based on strategy, account, goal, or any other idea.
Learn more
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio.
Learn more
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
Other Useful Business Software
Host LLMs in Production With On-Demand GPUs
Deploy your model, get an endpoint, pay only for compute time. No GPU provisioning or infrastructure management required.
Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Videos
Support
Online
