Capitally
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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.
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Capitally's answer
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).
Capitally's answer
When it comes to tracking, we have a slightly different take on a few things:
You can find more information about these features in other sections of this FAQ.
Capitally's answer
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.
Capitally's answer
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.
Capitally's answer
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
Based on our record, Actual Budget seems to be a lot more popular than Capitally. While we know about 54 links to Actual Budget, we've tracked only 2 mentions of Capitally. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
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 / 5 months ago
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: 6 months ago
I use Actual budget. It’s open source, free, but you’ll have to figure out hosting. Bank sync is currently provided in North America by SimpleFin ($15/year) And in Europe by GoCardless I host mine in a Docker container on my NAS. [1] https://actualbudget.com/. - Source: Hacker News / 3 months ago
If you are tech-savvy then maybe https://actualbudget.com/ - similar to YNAB, but free & open-source. Source: 6 months ago
Looks visually quite similar to https://actualbudget.com/ (open-source, local-first). Did one influence the other? Are they both inspired by some other budget software? - Source: Hacker News / 8 months ago
I use https://actualbudget.com/ locally. You have to import your transactions yourself and it's all local. Source: 11 months ago
If you have the ability to selfhost, Actual budget has been my go to for budgeting. I just input bank transactions usually weekly and assign the transaction to it's appropriate category. Source: 12 months ago
Kubera - Protect your wealth
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Sharesight - Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.
Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.
Portseido - Track all investments in one place and get valuable insights to make the best decisions for your portfolio with Portseido
GnuCash - A personal and small-business financial-accounting software, licensed under GNU/GPL and available for Linux, Windows, Mac OS X, BSD, and Solaris.
