What is Capitally?
Capitally is a friendly portfolio tracker that brings all your investments into one place. It helps you understand your net worth, analyze performance metrics, monitor dividends, and calculate taxes with ease. You can import data from brokers, spreadsheets, or CSV files, and add custom assets like real estate or collectibles. Everything is synced across your devices and protected with end-to-end encryption, so only you can access your information. With clear charts and advanced benchmarks, you can make smarter investment decisions.
Key features
- Aggregate all your accounts to view your total net worth
- Get detailed performance metrics like ROI, IRR, TWR, and MWR
- Track upcoming dividends and estimate investment income automatically
- Calculate capital gains tax and optimize tax-loss harvesting effortlessly
- Import data from brokers, spreadsheets, CSV files, or manual transactions
- Keep your data private with end-to-end encryption on your device
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