Capitally

Capitally is an advanced investment portfolio tracking and analysis platform built to replace traditional spreadsheets with a more powerful, flexible, and user-friendly solution. It enables users to track all types of assets, including stocks, ETFs, cryptocurrencies, bonds, real estate, private equity, and even custom assets such as collectibles or art. The platform provides deep analytics, including ROI, IRR, TWR, and MWR, allowing investors to fully understand portfolio performance. Capitally supports multi-currency portfolios and separates capital, currency, dividend, and fee impacts for precise analysis. Its dividend tracker and income forecasting tools help users anticipate future cash flows, while the capital gains tax calculator simplifies tax reporting and optimization. The platform offers extensive customization, allowing users to create personalized dashboards, reports, and filters tailored to their strategies. Data privacy is a core focus, with end-to-end encryption and no third-party tracking, ensuring users maintain full control over their financial data.