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Portfolio Performance
Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.
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.
FileInvite CapitallyCapitally'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, Capitally seems to be more popular. It has been mentiond 2 times since March 2021. 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
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