See beyond the spreadsheet
Wealth tracker for people who hold more than just stocks — one net-worth view across every account, asset class, and currency, with the math that adds up.
Managing a diverse investment portfolio is hard.
One screen showing every account, every asset class, every currency — and the math actually adds up.
That requires three things most trackers skip: a net-worth roll-up that includes liabilities and cash; multi-currency tracking that separates capital gain from currency gain; and an import path for every broker, exchange, and asset class — including private equity, real estate, and managed accounts whose value comes from a quarterly statement, not a ticker.
Build investment portfolio
All investments in one place
Stop reconciling spreadsheets across brokers. Capitally tracks every asset class on a single ledger — stocks, ETFs, bonds, options, cryptocurrencies, real estate, private equity, art, collectibles, cash, and liabilities — across ≈400,000 market symbols and any number of custom assets you define yourself.
The same view rolls up across every broker (73 presets including IBKR, Degiro, Fidelity, Schwab, Hargreaves Lansdown, Avanza, Trading 212, eToro, Bossa, XTB and many other brokers), 10 crypto exchanges, and any spreadsheet you paste in. Add a new account, and your net worth updates — no formula maintenance, no broken lookups.
- Stocks, ETFs, cryptocurrencies, bonds, and funds≈400,000 market symbols across global exchanges with live pricing — plus mutual funds, money-market funds, and any custom symbol you need to add by hand.
- Real estate & rental incomeTrack property value, rental income, mortgage liabilities, and operating expenses on the same ledger as your liquid investments — so net worth reflects the whole picture.
- Private equity, art & collectiblesTrack LP commitments with DPI, RVPI, and TVPI; book art, wine, and collectibles via value-based pricing — record each new statement as a NAV update and Capitally recalculates the rest.
- Multiple brokers & portfolios73 broker presets covering Interactive Brokers, Degiro, Fidelity, Schwab, Hargreaves Lansdown, Avanza, Trading 212, eToro, mBank, PKO BP, Bossa, and more — plus 10 crypto exchanges and any custom CSV.
- Multiple currenciesHold and report in any currency. The performance engine separates capital gain from currency gain (FX attribution) so a strong USD doesn't disguise a weak position.
- Transaction fees, costs & taxesEvery fee, commission, and tax flows into both the cost basis and the after-tax return — including capital-gains models for 14 jurisdictions and tax-advantaged accounts (US 401(k), Roth 401(k), Polish IKE / IKZE).
Track portfolio performance
Import from anywhere - your data, your way
Capitally ships with 90 built-in import sources — 73 broker presets, 10 crypto-exchange presets, and 7 app / spreadsheet importers — so the data path from broker statement to consolidated portfolio is one configurable mapping, not a recurring spreadsheet-cleanup chore. Custom CSVs, raw paste-from-spreadsheet, and historical pricing data all run through the same preset engine: map the columns once, re-import on every statement.
Capitally never asks for a broker password or uses Plaid-style credential aggregation — your import file is the only thing that crosses. That import file also carries a longer, more detailed history than any aggregator pulls in: aggregators typically expose only current balances or the last ~3 months of transactions, while a broker CSV usually goes back to account opening and keeps every corporate action, DRIP run and FX conversion that cost basis (and your tax report) actually depends on.
- 73 broker presets, 10 crypto exchanges, 7 app importersDirect import presets for IBKR, Degiro, Fidelity (incl. 401k + Stock Plan), Schwab, Hargreaves Lansdown, AJ Bell, Barclays, Avanza, Nordnet, Trading 212, eToro, Freedom24, ING, mBank, PKO BP, Bossa, Comdirect, Fineco, and dozens more — no broker credentials shared, no Plaid.
- Set up once, automate imports in the futureCreate complex import presets with logic and formulas, then import new data with a single click every time. Capitally adapts to your existing data format, eliminating the need to manually clean files before importing.
- Review and refine before importingPreview exactly what will be imported and make instant corrections to keep your portfolio accurate and up to date.
- Undo any import or editEvery import and every edit can be reversed with a single click — your audit trail and historical state stay intact.
- Choose live market prices or enter them manuallyCapitally automatically fetches current prices for most market symbols, but you can also quickly import or enter manual valuations for any assets that require it.
- Export your data anytimeBack up your portfolio, generate reports, or share details with your accountant whenever you need.
Your own portfolio organizer
Take full control with top wealth tracker
Capitally lets you organize a multi-broker, multi-entity portfolio at three levels — accounts (with nested folders for personal / company / trust / family structures), assets (auto-categorized by class, geography, and sector with editable taxonomies), and individual transactions (tagged, filtered, and grouped however you like). Every view you build can be saved as a bookmark in the main menu, so the segmentations you actually use are one click away.
Best for HNW DIY investors who manage wealth across multiple legal entities and want to slice the same data ten different ways without rebuilding the report each time.
- Create nested account foldersBuild your accounts into subfolders that mirror how you manage your finances. This makes it easier to navigate, track, and compare different portfolios - so you always know exactly where to find what you need.
- Tag accounts, assets, and transactions flexiblyAdd custom tags on three levels - accounts, assets, and transactions - allowing you to filter and analyze your data in detail. Even the smallest details become easy to compare and track.
- Organize assets by Categories, Regions, and SectorsMarket assets are automatically categorized by kind, geography, and sector. You can categorize your custom ones too. You can instantly see your diversification level and exposure.
- Customize categories to fit your styleCapitally doesn’t just fit your data into predefined structures - you can modify existing categories or create your own, ensuring that all imported assets match your personal organization style.
- Save and pin your favorite views as bookmarksPin your most-used portfolio views to the main menu. Access your key insights instantly - without repeating their setup every time.
- Navigate with precisionUse extensive filters system to drill down into specific holdings, transactions, or performance trends, helping you make informed decisions faster.
The only portfolio tracker where your data is only yours
End-to-end encrypted on your device — before anything leaves your device. We can't see your data, and neither can anyone else.
- Your data is encrypted on your device with a private key, before it ever leaves it
- This is in addition to standard transport and at-rest encryption
- No Plaid, no aggregators, no broker linking — paste a CSV, keep your credentials
- No 3rd-parties, no trackers, no ads, no upsells
- Export everything at any time — there's no lock-in
- EU-hosted — GDPR by design
Dozens of capabilities
- 🌈All types of assetsStocks, ETFs, crypto, options, real estate, art — and any custom asset you can put a price on.
- 📥Import from anywhereImport from dozens of brokers, or paste a 10-year spreadsheet. Transactions or balances — your choice.
- 💶Multi-currency with FXTrack and view in any currency. See FX attribution — capital gain vs currency gain — separately.
- 🧠Pro-grade analyticsTWR, MWR, IRR, ROI, Yield, Yield on Cost, dividend growth, exposure analysis — methodology shown.
- 🏆Advanced benchmarksCompare your results against any index, ETF, custom asset, inflation, or any slice of your own portfolio.
- 🌎Exposure analysisSee exposure by region, sector, currency, and any custom category you tag.
- 💰Dividend trackerDividends, rent, interest, and any other investment income. DRIP supported.
- 🔮Income calendar & estimatesSee upcoming dividends and rent payments — and forecast them years ahead.
- 🏛️Capital gains taxesFIFO, average cost, or specific-lot. Tax-loss harvesting and year-end filings, with presets per jurisdiction.
- 🏦Liabilities, bonds and depositsMortgages, bond coupons, P2P loans, deposits — modeled with their actual terms and rates.
- 🤹Stock options trackerTrack stock options with strike, expiry, and Greeks alongside the rest of your portfolio.
- 👔Private Equity trackerCommitments, capital calls, distributions, DPI, RVPI, TVPI — along side your regular portfolio.
- 🏷️Organize & filter your wayNest accounts, tag transactions, categorize assets — then filter and group however you need.
- 💄Build it your wayYour charts, filters, date periods, tables, importers, tax presets — even your menus.
- 🧪Test investment scenariosSpin up a "what-if" project to test a strategy against your real history — risk-free.
- 🥷On-device encryptionEnd-to-end encrypted before data leaves your device — the only portfolio tracker that does this.
- 🚫No ads or 3rd-party trackersNo data sharing, no surveillance — your activity stays on your device.
- 📱Fully-featured mobile accessTrack on the go, on multiple devices, even offline.
Loved by DIY investors
Advanced retail investors, multi-currency expats, and high-net-worth individuals — across all continents.
"Really pleased to be part of Capitally’s clients! Love the fact that it brings so many functionalities within an efficient interface. Every time I think of something I'd like to do or a piece of data I'd like to have, I always find a way to get it. It's amazing! I’ve also added a shortcut on my iPhone’s home screen, so I can easily access all my data even when I’m away from home. Perfect!"
Frank
France
"I'm really impressed by the quality and versatility of the app. I like that I can customize almost anything. I wanted to have a view of all of my family's assets in one place and the possibility to filter and organize data in any way I want, which is fantastic with the tags. The features that I love the most are the tags, the IRR data, the filtering capabilities and the X-Ray graph."
Boris
Canada
"Once I got used to it, it's a great app! Especially as it handles all my assets - I've tested a few and they didn't have NewConnect for example"
Mateusz
Poland
"As a finance director at a non-profit foundation, I needed a solution that could handle our complex investment mix - from managed funds to real estate. Capitally's flexible import options made it simple to track everything in one place. The affordable price means more of our budget goes to our mission. It's exactly what we needed to get our investment tracking in order."
Jiří Kulík
Nadace Open Society Foundation Prague
"I just wanted to share how brilliant your tool is for managing investments. It is so comprehensively thought-through and the ease with which it can be used is admirable. I used to actively manage my investments via Excel, but this helps to save a lot of time and effort. I'm very impressed!"
Kunal Parwani
Singapore
"Love love LOVE Capitally! I work in Product and I really really appreciate your approach and just what an amazing product it is 😊 "
Li T
Australia
"I bought the subscription for a couple of reasons: 1) your support of the product...I liked that you care about it; 2) the product has good bones and I know it will get better in the future; 3) I like the security aspect of my data"
Drew
USA
"Capitally is an absolutely great tool that allows you to grasp all your investments at a glance, thanks to its clear and well-designed appearance. At the same time, it provides practically unlimited possibilities for exploring data. The whole thing works equally well on a computer and a phone. As a user, I can count on excellent support (thank you!). I also like the pace of development and the features being added - since I purchased the license, the ability to calculate tax liabilities has been introduced, and I also have an early version of options support - something no other solution I know of offers. I definitely recommend it!"
Michał Szafrański
Bestselling author of "Finansowy Ninja"
"The X-Ray feature is “unbelievably good” - you are fantastic and really understand what users need."
Hemanth
India
"I've been using Capitally since November 2024 and have enjoyed it every day since!"
Frank P.
France
"Capitally is an excellent tool that provides a complete overview of all our assets, including real-time stocks, real estate, and private equity. It saves us a lot of time and effort compared to manually keeping track of everything. It's user-friendly and intuitive, with a fantastic support team that is always ready to assist. We highly recommend it to anyone looking for an efficient way to manage their investments."
F3 Capital
Investment Fund
"I started building something similar for myself as a combination of Python + Excel and I came to the conclusion that it would be more economical to choose a ready-made option"
Tomasz Onyszko
@tonyszko
"I am already impressed by the product as it is now, while it is still in the early stages"
Maarten Bremer
"I like the simple UI, the DeGiro import worked pretty well, and I can track everything in my portfolio properly. Dividends and broker cost tracking work well, too."
Jamie Schembri
Netherlands
"It's the first app that was able to import history from all my accounts across multiple brokers. Now I can finally see the full picture for the first time. I highly recommend it!"
sebawo
@sebawo
"I had no idea how many poor investing choices I made before Capitally. Tax filing is so much easier now - saves me hours, and the tax-loss harvesting alone covers the subscription. What I love is how the app pushed me to learn more about metrics. This helped me make smarter money decisions. The tool is fantastic, and the customer support is even better!"
Paweł
Poland
"My only requirement was client-side encryption. That pushed most of your competitors away, so I decided to try with you and never looked back."
Dubravko Flis
Head of IT, Croatia
"Not only does it provide a real value-add through tax reporting (others charge a monthly fee for only having pre-made portfolio analyses without the ability to customize while requiring the user to still use another way to do taxes), but it also excels at the various kinds of integrations of accounts, assets and currencies."
Steffen Jahnke
"It's really fantastic. I've started investing this year, and with Capitally I can see all the information that I need, and it's super easy to use. I love the dashboard and everything. Excellent idea"
Renan Dias
USA
"I spent 4 years building my 16MB Excel spreadsheet for portfolio tracking. In just two evenings with Capitally, I replicated everything and got even better analytics! The data visualization is incredible - slice and dice however you want. But what really blew me away was when the developer fixed an issue before I even reported it. This is next-level software and support! 😂"
TomeK Karczewski
Poland
"Capitally allowed me to transition from overcomplicated spreadsheets that needed to be updated manually (but never was) I used for tracking my investments, to just seeing the data at a glance, automatically updated and ready for me to analyze. And that is just the tip of the iceberg of what it can offer"
Piotr Płaneta
@piotrplaneta
"The game changer that Capitally brings is that it has a very high degree of customization when it comes to selecting assets and recording transactions. For me the differentiator is the ability to record transactions in a currency that differs from the asset currency. My investment portfolio spans multiple global markets and accounts and normal portfolio tracking tools just don't recognize the fact that I may be purchasing a given equity in more than one currency in different accounts."
Stuart Davidson
USA
"I tried Portfolio Performance, but quit it multiple times because of errors in currency handling, importing is too clunky and error-prone in general and there’s a lack of automatic adjustments for dividends and splits. Capitally does all these things right and the reporting is visually nice and quick."
Andries Zwikstra
Netherlands
"I currently have an active subscription with another tool, but I already know that I won't be renewing it.
Capitally takes data exploration to a whole new level, despite lacking some functionalities that will probably appear over time. Both as a programmer and a user, I love tools where intuitiveness is a high priority."
Paweł Gajda
Poland
"Once I got used to it, it's a great app! Especially as it handles all my assets - I've tested a few and they didn't have NewConnect for example"
Mateusz
Poland
"Really pleased to be part of Capitally’s clients! Love the fact that it brings so many functionalities within an efficient interface. Every time I think of something I'd like to do or a piece of data I'd like to have, I always find a way to get it. It's amazing! I’ve also added a shortcut on my iPhone’s home screen, so I can easily access all my data even when I’m away from home. Perfect!"
Frank
France
"I'm really impressed by the quality and versatility of the app. I like that I can customize almost anything. I wanted to have a view of all of my family's assets in one place and the possibility to filter and organize data in any way I want, which is fantastic with the tags. The features that I love the most are the tags, the IRR data, the filtering capabilities and the X-Ray graph."
Boris
Canada
"Love love LOVE Capitally! I work in Product and I really really appreciate your approach and just what an amazing product it is 😊 "
Li T
Australia
"As a finance director at a non-profit foundation, I needed a solution that could handle our complex investment mix - from managed funds to real estate. Capitally's flexible import options made it simple to track everything in one place. The affordable price means more of our budget goes to our mission. It's exactly what we needed to get our investment tracking in order."
Jiří Kulík
Nadace Open Society Foundation Prague
"I just wanted to share how brilliant your tool is for managing investments. It is so comprehensively thought-through and the ease with which it can be used is admirable. I used to actively manage my investments via Excel, but this helps to save a lot of time and effort. I'm very impressed!"
Kunal Parwani
Singapore
"The X-Ray feature is “unbelievably good” - you are fantastic and really understand what users need."
Hemanth
India
"I bought the subscription for a couple of reasons: 1) your support of the product...I liked that you care about it; 2) the product has good bones and I know it will get better in the future; 3) I like the security aspect of my data"
Drew
USA
"Capitally is an absolutely great tool that allows you to grasp all your investments at a glance, thanks to its clear and well-designed appearance. At the same time, it provides practically unlimited possibilities for exploring data. The whole thing works equally well on a computer and a phone. As a user, I can count on excellent support (thank you!). I also like the pace of development and the features being added - since I purchased the license, the ability to calculate tax liabilities has been introduced, and I also have an early version of options support - something no other solution I know of offers. I definitely recommend it!"
Michał Szafrański
Bestselling author of "Finansowy Ninja"
"I started building something similar for myself as a combination of Python + Excel and I came to the conclusion that it would be more economical to choose a ready-made option"
Tomasz Onyszko
@tonyszko
"I've been using Capitally since November 2024 and have enjoyed it every day since!"
Frank P.
France
"Capitally is an excellent tool that provides a complete overview of all our assets, including real-time stocks, real estate, and private equity. It saves us a lot of time and effort compared to manually keeping track of everything. It's user-friendly and intuitive, with a fantastic support team that is always ready to assist. We highly recommend it to anyone looking for an efficient way to manage their investments."
F3 Capital
Investment Fund
"It's the first app that was able to import history from all my accounts across multiple brokers. Now I can finally see the full picture for the first time. I highly recommend it!"
sebawo
@sebawo
"I am already impressed by the product as it is now, while it is still in the early stages"
Maarten Bremer
"I like the simple UI, the DeGiro import worked pretty well, and I can track everything in my portfolio properly. Dividends and broker cost tracking work well, too."
Jamie Schembri
Netherlands
"Not only does it provide a real value-add through tax reporting (others charge a monthly fee for only having pre-made portfolio analyses without the ability to customize while requiring the user to still use another way to do taxes), but it also excels at the various kinds of integrations of accounts, assets and currencies."
Steffen Jahnke
"I had no idea how many poor investing choices I made before Capitally. Tax filing is so much easier now - saves me hours, and the tax-loss harvesting alone covers the subscription. What I love is how the app pushed me to learn more about metrics. This helped me make smarter money decisions. The tool is fantastic, and the customer support is even better!"
Paweł
Poland
"My only requirement was client-side encryption. That pushed most of your competitors away, so I decided to try with you and never looked back."
Dubravko Flis
Head of IT, Croatia
"Capitally allowed me to transition from overcomplicated spreadsheets that needed to be updated manually (but never was) I used for tracking my investments, to just seeing the data at a glance, automatically updated and ready for me to analyze. And that is just the tip of the iceberg of what it can offer"
Piotr Płaneta
@piotrplaneta
"It's really fantastic. I've started investing this year, and with Capitally I can see all the information that I need, and it's super easy to use. I love the dashboard and everything. Excellent idea"
Renan Dias
USA
"I spent 4 years building my 16MB Excel spreadsheet for portfolio tracking. In just two evenings with Capitally, I replicated everything and got even better analytics! The data visualization is incredible - slice and dice however you want. But what really blew me away was when the developer fixed an issue before I even reported it. This is next-level software and support! 😂"
TomeK Karczewski
Poland
"I currently have an active subscription with another tool, but I already know that I won't be renewing it.
Capitally takes data exploration to a whole new level, despite lacking some functionalities that will probably appear over time. Both as a programmer and a user, I love tools where intuitiveness is a high priority."
Paweł Gajda
Poland
"The game changer that Capitally brings is that it has a very high degree of customization when it comes to selecting assets and recording transactions. For me the differentiator is the ability to record transactions in a currency that differs from the asset currency. My investment portfolio spans multiple global markets and accounts and normal portfolio tracking tools just don't recognize the fact that I may be purchasing a given equity in more than one currency in different accounts."
Stuart Davidson
USA
"I tried Portfolio Performance, but quit it multiple times because of errors in currency handling, importing is too clunky and error-prone in general and there’s a lack of automatic adjustments for dividends and splits. Capitally does all these things right and the reporting is visually nice and quick."
Andries Zwikstra
Netherlands
"I'm really impressed by the quality and versatility of the app. I like that I can customize almost anything. I wanted to have a view of all of my family's assets in one place and the possibility to filter and organize data in any way I want, which is fantastic with the tags. The features that I love the most are the tags, the IRR data, the filtering capabilities and the X-Ray graph."
Boris
Canada
"Once I got used to it, it's a great app! Especially as it handles all my assets - I've tested a few and they didn't have NewConnect for example"
Mateusz
Poland
"Really pleased to be part of Capitally’s clients! Love the fact that it brings so many functionalities within an efficient interface. Every time I think of something I'd like to do or a piece of data I'd like to have, I always find a way to get it. It's amazing! I’ve also added a shortcut on my iPhone’s home screen, so I can easily access all my data even when I’m away from home. Perfect!"
Frank
France
"I just wanted to share how brilliant your tool is for managing investments. It is so comprehensively thought-through and the ease with which it can be used is admirable. I used to actively manage my investments via Excel, but this helps to save a lot of time and effort. I'm very impressed!"
Kunal Parwani
Singapore
"Love love LOVE Capitally! I work in Product and I really really appreciate your approach and just what an amazing product it is 😊 "
Li T
Australia
"As a finance director at a non-profit foundation, I needed a solution that could handle our complex investment mix - from managed funds to real estate. Capitally's flexible import options made it simple to track everything in one place. The affordable price means more of our budget goes to our mission. It's exactly what we needed to get our investment tracking in order."
Jiří Kulík
Nadace Open Society Foundation Prague
"Capitally is an absolutely great tool that allows you to grasp all your investments at a glance, thanks to its clear and well-designed appearance. At the same time, it provides practically unlimited possibilities for exploring data. The whole thing works equally well on a computer and a phone. As a user, I can count on excellent support (thank you!). I also like the pace of development and the features being added - since I purchased the license, the ability to calculate tax liabilities has been introduced, and I also have an early version of options support - something no other solution I know of offers. I definitely recommend it!"
Michał Szafrański
Bestselling author of "Finansowy Ninja"
"The X-Ray feature is “unbelievably good” - you are fantastic and really understand what users need."
Hemanth
India
"I bought the subscription for a couple of reasons: 1) your support of the product...I liked that you care about it; 2) the product has good bones and I know it will get better in the future; 3) I like the security aspect of my data"
Drew
USA
"Capitally is an excellent tool that provides a complete overview of all our assets, including real-time stocks, real estate, and private equity. It saves us a lot of time and effort compared to manually keeping track of everything. It's user-friendly and intuitive, with a fantastic support team that is always ready to assist. We highly recommend it to anyone looking for an efficient way to manage their investments."
F3 Capital
Investment Fund
"I started building something similar for myself as a combination of Python + Excel and I came to the conclusion that it would be more economical to choose a ready-made option"
Tomasz Onyszko
@tonyszko
"I've been using Capitally since November 2024 and have enjoyed it every day since!"
Frank P.
France
"I like the simple UI, the DeGiro import worked pretty well, and I can track everything in my portfolio properly. Dividends and broker cost tracking work well, too."
Jamie Schembri
Netherlands
"It's the first app that was able to import history from all my accounts across multiple brokers. Now I can finally see the full picture for the first time. I highly recommend it!"
sebawo
@sebawo
"I am already impressed by the product as it is now, while it is still in the early stages"
Maarten Bremer
"My only requirement was client-side encryption. That pushed most of your competitors away, so I decided to try with you and never looked back."
Dubravko Flis
Head of IT, Croatia
"Not only does it provide a real value-add through tax reporting (others charge a monthly fee for only having pre-made portfolio analyses without the ability to customize while requiring the user to still use another way to do taxes), but it also excels at the various kinds of integrations of accounts, assets and currencies."
Steffen Jahnke
"I had no idea how many poor investing choices I made before Capitally. Tax filing is so much easier now - saves me hours, and the tax-loss harvesting alone covers the subscription. What I love is how the app pushed me to learn more about metrics. This helped me make smarter money decisions. The tool is fantastic, and the customer support is even better!"
Paweł
Poland
"I spent 4 years building my 16MB Excel spreadsheet for portfolio tracking. In just two evenings with Capitally, I replicated everything and got even better analytics! The data visualization is incredible - slice and dice however you want. But what really blew me away was when the developer fixed an issue before I even reported it. This is next-level software and support! 😂"
TomeK Karczewski
Poland
"Capitally allowed me to transition from overcomplicated spreadsheets that needed to be updated manually (but never was) I used for tracking my investments, to just seeing the data at a glance, automatically updated and ready for me to analyze. And that is just the tip of the iceberg of what it can offer"
Piotr Płaneta
@piotrplaneta
"It's really fantastic. I've started investing this year, and with Capitally I can see all the information that I need, and it's super easy to use. I love the dashboard and everything. Excellent idea"
Renan Dias
USA
"I tried Portfolio Performance, but quit it multiple times because of errors in currency handling, importing is too clunky and error-prone in general and there’s a lack of automatic adjustments for dividends and splits. Capitally does all these things right and the reporting is visually nice and quick."
Andries Zwikstra
Netherlands
"I currently have an active subscription with another tool, but I already know that I won't be renewing it.
Capitally takes data exploration to a whole new level, despite lacking some functionalities that will probably appear over time. Both as a programmer and a user, I love tools where intuitiveness is a high priority."
Paweł Gajda
Poland
"The game changer that Capitally brings is that it has a very high degree of customization when it comes to selecting assets and recording transactions. For me the differentiator is the ability to record transactions in a currency that differs from the asset currency. My investment portfolio spans multiple global markets and accounts and normal portfolio tracking tools just don't recognize the fact that I may be purchasing a given equity in more than one currency in different accounts."
Stuart Davidson
USA
Frequently Asked Questions
Upload a CSV or XLS export from your broker — most major brokers have a native import preset, and the flexible importer maps the columns of any other file. You can also paste from a spreadsheet, add transactions by hand, or just keep account balances current if that is all you track.
There is no Plaid-style broker link, by design — importing data walks through every route.
Every transaction keeps the currency you paid in — USD trades stay in USD, EUR trades in EUR — and converts into your viewing currency at the trade-date rate, which you can switch whenever you like.
Returns then split into the asset's own capital gain and the currency gain or loss on top, so a 12% USD return that lands as 4% in EUR reads differently from a 12% EUR return. Portfolio metrics defines the split.
Yes. One project holds any number of accounts — personal, company, trust, IRA, ISA, IKE/IKZE — plus the liabilities that finance them, so one net-worth view nets debt against holdings. Every metric works at any level: per account, per filter, or across everything.
When two entities must never appear in the same report, give each its own project — same login, fully isolated data. Projects covers which side of that line an entity belongs on.
Yes, in Settings → Subscription — no email, no support ticket. You keep the plan to the end of the period already paid for, and can reactivate before that date. On the 14-day trial there is nothing to cancel: it takes no card and ends by itself.
Nothing is deleted when you leave, plan switches are prorated, and your price stays locked to the day you subscribed as long as it runs unbroken. Subscription and billing covers billing, Account and login retention and deletion.
Your financial data is end-to-end encrypted on your device with AES-GCM, using a key derived from your password — Capitally itself cannot decrypt it, so a database breach yields unreadable blobs. We never connect to your broker or bank either: no Plaid, no Yodlee, no shared credentials.
We don't sell financial data or behavioural patterns, and product analytics never include the size or value of your holdings. The data safety guide has the full encryption model, EU hosting, and one-click export and deletion.
Yes. A liability is an asset with a negative quantity: create a custom asset of type Loan or Mortgage and book the borrowing as a Buy with a negative quantity. The Portfolio's Market Value tab then reads Owned, Owed and Debt Ratio side by side.
Tracking Debt has the setup — including loans that price their own interest — and Tracking Mortgage the property side.
You set the valuations yourself — one value, a handful, or a full price series, in the asset's own currency (four ways to enter one). Capitally carries the last valuation forward until the next, so an asset revalued once a year still shows a value on every day in between.
Rent, maintenance and other costs record separately from valuations and feed into the return. Walkthroughs: Tracking Real Estate and Tracking Collectibles.
Yes. Record them as Other transactions on the asset itself — property maintenance, repairs, insurance, custodian and management fees — so the cost sits in the same ledger as that position's purchases, valuations and income.
A one-off cost goes in as a negative Value; a recurring one goes in the Fee field, which also feeds the Fees metric. Either way it reduces the position's return rather than its invested principal. See Tracking Expenses.
As far back as your broker statements go on the Navigator and Captain plans; the Sailor plan covers 25 years.
Prices and FX rates are rebuilt across the whole imported history, so a position opened in 2004 gets its cost basis and currency impact from 2004 rather than from today. What the plan limits count has the rest of the per-plan limits.
Not on individual metrics. A threshold alert — "ping me when AAPL crosses 200" — would need Capitally's servers to read your portfolio, and end-to-end encryption makes your data unreadable to us by design.
What you can schedule instead, in Settings → Notifications, is a recurring digest of your portfolio's performance, daily through monthly. It arrives as a push notification on an installed app rather than an email: your device does the calculation locally, which is the only way the encryption guarantee survives.
Yes — by exporting a slice rather than granting access. Select the positions, accounts or transactions you want and export them to CSV, Excel or Capitally's JSON, which carries the underlying assets and accounts with it and re-imports into an advisor's own Capitally project.
Live read-only sharing is on the roadmap. Until then you decide exactly what leaves the encrypted store, and in what format.
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