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Capitally

Track, understand and improve the performance of your investment strategy, no matter how simple or complex, and achieve your life goals sooner!

Capitally is a secure personal investments tracker, designed to help you monitor a variety of assets - from stocks, ETFs, real estate, to crypto and even custom assets like art, collectibles, or startups.

It enables you to see your whole investment strategy at a glance, deep dive into performance history, and understand what makes your portfolio move. So that you can make informed decisions about your financial future.

When it comes to data, we believe in complete ownership. You can start by importing a CSV from virtually any source, even directly copying and pasting from your spreadsheet. Need to take your data elsewhere? You can export everything, anytime. For us, your privacy is paramount, therefore your data remains always encrypted on your device, so that only You can read it - not even us.

5.0
(1 review)
Pricing:
Platforms:
  • Web
  • Mobile
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#Personal Finance #Financial Performance Management #Wealth Management #Investing

Capitally Reviews and details

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  • Capitally Landing page
    Landing page //
    2023-06-12

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Videos

Capitally Walkthrough

Reviews

  1. User avatar
     
    Best finance management app

    I've tested many free and paid asset management tools. Capitally is definitely the best one. It has the best user experience. It's constantly expanded with new features. It changed the way I look at and plan my financial feature

    👍 Pros:    User-friendly|User friendly interface|Advanced features|Quick response time from developers|Safe & reliable tool|Fast

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Questions & Answers

As answered by people managing Capitally.

  1. What makes Capitally unique?

    At Capitally, we believe that investment tracking is just the beginning, not the end. Yes, it's essential to keep an eye on your investments, but it's equally important to understand them in the context of your overall investment strategy.

    Our goal is to assist you in not only finding and implementing your investment strategy but also maintaining it over the long term (we're still working on this aspect).

  2. Why should a person choose Capitally over its competitors?

    When it comes to tracking, we have a slightly different take on a few things:

    • You have the freedom to track either broad account balances or detailed transactions - the level of detail is entirely up to you.
    • Custom assets can be tracked just like standard ones, complete with price history and transactions.
    • You can import data from any table, whether it's an export from your broker or a spreadsheet you've created.
    • Your data is encrypted and stored on your device - it's yours, and you can export it all at any time.

    You can find more information about these features in other sections of this FAQ.

  3. How would you describe your primary audience?

    Capitally is designed with long-term investors in mind, particularly those who have or are planning to build a diversified portfolio across various assets and brokers.

    If you're someone who has previously managed your finances using a spreadsheet, you'll find Capitally to be a familiar yet enhanced experience. It's specifically designed to excel at analyzing the historical performance of your investments, making it a significant upgrade from your typical spreadsheet.

  4. What's the story behind Capitally?

    I've explored a bunch of tools out there meant to make this process easier, but I found them too restrictive, disconnected, leaving me filling in the gaps with ever-expanding spreadsheets. That was, until they simply couldn't keep up anymore.

    That's when it hit me - why not create a tool that combines the flexibility and openness of a spreadsheet with the power, and user-friendly interface of an app? A tool that empowers you to devise, execute, and track YOUR strategy towards financial independence? Capitally is the answer to that.

  5. Which are the primary technologies used for building your product?

    • Firebase
    • Firestore & MongoDB
    • React + TypeScript + Tailwind
    • Cloudflare
    • NextJS

Social recommendations and mentions

We have tracked the following product recommendations or mentions on various public social media platforms and blogs. They can help you see what people think about Capitally and what they use it for.
  • Ask HN: How do you manage your finances?
    I'm using Capitally (https://mycapitally.com) which I started building to replace my 3 spreadsheets that needed constant attention and broken down quite often. It now completely covers tracking my investments - spreadsheet nr 1, still two to go - portfolio strategy and budgeting. - Source: Hacker News / 4 months ago
  • Ghostfolio Alternatives
    If self hosting/open-source is not a requirement per-se, you can check Capitally. It handles what you've mentioned, encrypts your data on device, doesn't require linking bank accounts and is pretty flexible. Source: 5 months ago

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Capitally discussion

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This is an informative page about Capitally. You can review and discuss the product here. The primary details have been verified within the last quarter. So they could be considered up to date. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.

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