About Capitally
Capitally is a customizable portfolio and wealth tracking platform designed to help investors monitor assets, analyze performance, calculate taxes, and manage diverse investments across multiple asset classes with powerful analytics, privacy-focused architecture, and flexible data integration capabilities.
Capitally Details
Vendor
Capitally
Year Launched
Location
United States
Deployment
cloud, web browser
Training Options
documentation, videos
Countries Served
All Countries.
Languages
English, French, German, Spanish, Italian, Polish
Users
Investors, Financial analysts, Portfolio managers, Wealth managers, Risk managers, Investment bankers, Compliance officers
Industries Served
Finance, Investment Management, Personal Finance, Wealth Management
Tags
Investment Management, Capitally, Portfolio Tracker, Investment Analytics, Wealth Management
Capitally's In-App Market Place
Does Capitally have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($)
Pros & Cons
- Highly customizable platform allows tailored tracking and analysis of investments
- Strong privacy features ensure full control and protection of financial data
- Supports wide range of asset classes including custom and alternative investments
- Advanced analytics provide deep insights into performance and investment decisions
- Advanced features may be unnecessary for beginner investors with simple portfolios
- No permanent free plan limits long-term access without subscription commitment
- Learning curve may be steep due to extensive customization options available
- Lacks direct brokerage integrations compared to some competing platforms available