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Capitally is a portfolio tracker and wealth management app designed to help users monitor net worth, investment performance, dividends, and capital gains in one place. It supports a wide range of asset classes, including stocks, ETFs, cryptocurrencies, bonds, cash accounts, real estate, and other custom assets, making it suitable for users who want a more complete view of their finances.
The app includes tools for portfolio analysis, return calculations, benchmark comparisons, dividend tracking, income projections, and tax reporting. Users can import data from brokers or spreadsheets, add transactions manually, or update account balances directly. Capitally also supports multiple currencies, asset categorization, exposure analysis, and tracking for options, liabilities, and private equity-style investments.
Capitally places emphasis on privacy and data control, with encrypted financial data, import and export options, and a web-based interface that can be installed on desktop and mobile devices.
Website: mycapitally.com
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