Capitally
Kubera
Sharesight
Portseido
Finary
Portfolio Performance
Snowball Analytics
Strabo
Lunch Money
Actual Budget
Budget Nuts
YouNeedABudget
Nova Money
Monse
FiStatus
Halfdollar
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.
Capitally Lunch MoneyCapitally'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, Lunch Money seems to be a lot more popular than Capitally. While we know about 44 links to Lunch Money, 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 / 4 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: 5 months ago
I dunno. I switched over to https://lunchmoney.app/. But it was so frustrating wading through all the bad search results to find it. - Source: Hacker News / 9 days ago
> A while back there was a tread in here where someone had an inexpensive one-time license mac software, but I cannot find it. I think you are looking for https://www.banktivity.com/ It feels a lot like Quicken which isn't a paradigm that works well for my brain and I moved to https://lunchmoney.app + a small app that consumes the API, does some transformations and exposes to Google Sheets' =IMPORTDATA formula.... - Source: Hacker News / 3 months ago
In past Ask HN threads I've seen recommendations for Lunch Money (https://lunchmoney.app/) and You Need A Budget (https://www.ynab.com/). I can't personally speak to them as I use GnuCash, but I don't recommend it for you because it does not do automatic sync as you requested. - Source: Hacker News / 3 months ago
I would suggest something like [LunchMoney](https://lunchmoney.app/) instead. Built in budgeting, rules to classify payments, and recurring subscriptions are automatically found and called out. I had a bunch of issues with Personal Capital connections continuously messing up and there's no way to classify and evaluate the purchases. - Source: Hacker News / 4 months ago
Lunch Money is a beautiful little independent app for personal finances: https://lunchmoney.app/ Won't do lots of complex stuff like investment strategy and estate planning, but covers all the essentials for a personal / family budget. Gives you a good overview of your spending, net worth over time, and lots of charts and querying functionality. Made a big difference for me. Before I was spread across a bunch of... - Source: Hacker News / 4 months ago
Kubera - Protect your wealth
Actual Budget - Robust and simple budgeting that works
Sharesight - Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.
Budget Nuts - A simple app to manage your finances
Portseido - Track all investments in one place and get valuable insights to make the best decisions for your portfolio with Portseido
YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!
