Product Information
What is Capitally?
Capitally is a secure personal investment tracker designed to help you monitor various assets—from stocks, ETFs, and real estate to cryptocurrencies and even custom assets like art, collectibles, or startups.
It lets you see your entire investment strategy at a glance, dive into performance history, and understand what moves your portfolio. This way, you can make informed decisions about your financial future.
When it comes to data, we believe in full ownership. You can import CSV from almost any source or even copy and paste directly from spreadsheets. Need to take your data elsewhere? You can export everything at any time. Your privacy is paramount to us, so your data is always encrypted on your device—only you can read it, not even us.
How to use Capitally?
Capitally is a secure personal investment tracker designed to help users monitor stocks, ETFs, real estate, cryptocurrencies, and custom assets, offering in-depth analysis for a comprehensive understanding of investment strategies and informed financial decisions.
Core Functions of Capitally
Privacy-first
Portfolio Tracking
Import CSV data
Multi-Account Support
Portfolio Management
Data Export/Import
Privacy-Focused
Portfolio Tracking
Support multi-account
Usage Scenarios of Capitally
- Monitor various assets such as stocks, ETFs, real estate, cryptocurrencies, art, collectibles, or startups.
- Gain a comprehensive understanding of your portfolio's overall performance and historical data, analyzing the reasons behind portfolio changes.
- Complete annual tax settlements, generate detailed tax reports, and view the impact of taxes on returns.
- Track upcoming and projected dividends, rental income, and interest income, and analyze investment expenses.
- Manage your portfolio by importing CSV files, Excel files, or directly copying and pasting data.
- Aggregate all accounts, track total net worth, and compare allocation changes across different asset classes.
Common Questions about Capitally
What does Capitally do?
How do I use Capitally?
What are the core features of Capitally?
What are the use cases for Capitally?
