Upgrade your Investment Tracking Excel
Portfolio management app that combines the direct control of a spreadsheet, with powerful, automated analytics. See your true performance and master your entire portfolio in one place.
Your investment tracking spreadsheet can't keep up?
You started with a simple spreadsheet to track your investments. As your portfolio grew, you likely upgraded to a complex investment tracking template. But you soon discovered its limits. Itâs a "black box" - the moment you need to change anything, you risk breaking a web of VLOOKUPs and hidden formulas.
Result: you spend more time maintaining your tool than analyzing your returns.
You need a better Excel alternative, one thatâs built for the demands of a modern, distributed portfolio without sacrificing the control you require.
Go beyond basic calculations
Unlock analysis impossible for stock tracking in Excel
A spreadsheet can show you what you own. Capitally shows you how it's truly performing. This is where our purpose-built portfolio analytics leaves any method of stock tracking in excel behind. We turn your static rows of data into dynamic, multi-dimensional insights.
- Calculate true returns, go beyond simple ROIInstantly see both Time-Weighted (TWR) and Money-Weighted (MWR) returns. Breakdown performance by capital gains, dividend income, currency fluctuations, fees, and taxes.
- Benchmark your strategy against anythingMeasure your portfolio's performance against any ETF, index, or individual stock. You can even benchmark against an account, custom asset or part of your own portfolio.
- Build a custom tax engine - with formulasFor advanced users, you can build your own tax models with sophisticated formulas, giving you a precise and personalized view of your capital gains taxes.
- Create custom charts and viewsMove beyond basic pie charts. Visualize your data exactly how you want, combining different metrics and filters to uncover insights you've never seen before.
The ultimate flexible structure
Better than any investment tracking template
Capitally is the investment tracking template you've always wanted: one that is powerful, flexible, and maintained for you.
Organize your financial world with layers of structure that make sense to you, then use that model to test your ideas in a risk-free environment.
- Organize as you see fitApply custom tags to accounts, individual assets, and even single transactions. This allows for incredibly granular filtering and analysis that is impossible in a standard spreadsheet.
- Test 'what-if' investment scenariosClone your entire portfolio into a separate project to create a safe testing ground. Model the impact of a market downturn or a new asset allocation without affecting your actual records.
- Customize categories to fit your styleLike renaming a header, you can edit any category or create your own from scratch, ensuring your portfolio's structure perfectly matches your logic.
- Save and bookmark your favorite viewsFound an insightful chart or filtered view? Save it as a bookmark in your main menu for instant access anytime.
Automate Your Data Entry
The smart alternative to Excel formula spaghetti
Capitally eliminates the most tedious parts of using a spreadsheet while keeping the spirit of direct data control. Our powerful import engine is the ultimate Excel lookup alternative, intelligently connecting and categorizing your data without the brittle formulas.
Set up your import logic once - with custom rules and formulas if you wish - and re-use it forever. It's automation on your terms.
- Import raw CSV and XLS FilesStop cleaning up files. Import raw transaction files from any broker. Our importer lets you map columns and apply logic, so you never have to reformat a file again.
- Direct copy-paste from SpreadsheetsJust like moving data between sheets, you can copy rows from your existing spreadsheet and paste them directly into Capitally for instant integration.
- Track any custom asset imaginableLike adding a new column, but with far more power. Create and track any asset - private equity, art, real estate - with the same analytical depth as your stocks.
- No more broken formulasWe manage the complex calculations. You focus on analysis, not on debugging why your lookups suddenly stopped working.
The only portfolio tracker where your data is only yours
End-to-end encrypted on your device â 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 â paste a CSV, keep your credentials
- No 3rd-parties, no trackers, no ads, no upsells
- Export everything at any time â there's no lock-in
- EU-hosted â GDPR by design
Dozens of capabilities
- ðAll types of assetsStocks, ETFs, crypto, options, real estate, art â and any custom asset you can put a price on.
- ð¥Import from anywhereImport from dozens of brokers, or paste a 10-year spreadsheet. Transactions or balances â your choice.
- ð¶Multi-currency with FXTrack and view in any currency. See FX attribution â capital gain vs currency gain â separately.
- ð§Pro-grade analyticsTWR, MWR, IRR, ROI, Yield, Yield on Cost, dividend growth, exposure analysis â methodology shown.
- ðAdvanced benchmarksCompare your results against any index, ETF, custom asset, inflation, or any slice of your own portfolio.
- ðExposure analysisSee exposure by region, sector, currency, and any custom category you tag.
- ð°Dividend trackerDividends, rent, interest, and any other investment income. DRIP supported.
- ð®Income calendar & estimatesSee upcoming dividends and rent payments â and forecast them years ahead.
- ðïžCapital gains taxesFIFO, average cost, or specific-lot. Tax-loss harvesting and year-end filings, with presets per jurisdiction.
- ðŠLiabilities, bonds and depositsMortgages, bond coupons, P2P loans, deposits â modeled with their actual terms and rates.
- ð€¹Stock options trackerTrack stock options with strike, expiry, and Greeks alongside the rest of your portfolio.
- ðShort positions and marginShort sales and short options, with margin requirements properly accounted for.
- ð·ïžOrganize & filter your wayNest accounts, tag transactions, categorize assets â then filter and group however you need.
- ðBuild it your wayYour charts, filters, date periods, tables, importers, tax presets â even your menus.
- ð§ªTest investment scenariosSpin up a "what-if" project to test a strategy against your real history â risk-free.
- ð¥·On-device encryptionEnd-to-end encrypted before data leaves your device â the only portfolio tracker that does this.
- ð«No ads or 3rd-party trackersNo data sharing, no surveillance â your activity stays on your device.
- ð±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 â across all continents.
"Really pleased to be part of Capitallyâs 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! Iâve also added a shortcut on my iPhoneâs home screen, so I can easily access all my data even when Iâm 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."
JiÅÃ KulÃk
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 ð "
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!"
MichaÅ SzafraÅski
Bestselling author of "Finansowy Ninja"
"The X-Ray feature is âunbelievably goodâ - 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!"
PaweÅ
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! ð"
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 PÅaneta
@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 thereâs 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."
PaweÅ 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 Capitallyâs 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! Iâve also added a shortcut on my iPhoneâs home screen, so I can easily access all my data even when Iâm 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 ð "
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."
JiÅÃ KulÃk
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 âunbelievably goodâ - 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!"
MichaÅ SzafraÅski
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!"
PaweÅ
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 PÅaneta
@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! ð"
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."
PaweÅ 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 thereâs 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 Capitallyâs 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! Iâve also added a shortcut on my iPhoneâs home screen, so I can easily access all my data even when Iâm 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 ð "
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."
JiÅÃ KulÃk
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!"
MichaÅ SzafraÅski
Bestselling author of "Finansowy Ninja"
"The X-Ray feature is âunbelievably goodâ - 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!"
PaweÅ
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! ð"
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 PÅaneta
@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 thereâs 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."
PaweÅ 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
Capitally handles the calculations that break a spreadsheet at scale â time-weighted return, money-weighted return / IRR, FX attribution between capital gain and currency gain, FIFO / LIFO / Average Cost / specific-lot cost basis, dividend and withholding-tax tracking, options Greeks â and refreshes prices automatically without formulas to maintain. See measuring investment performance for how the math compares to a spreadsheet's.
The control a spreadsheet gives you stays intact: data is yours, exportable to CSV or Excel anytime, and end-to-end encrypted on your device. CSV import and paste-from-spreadsheet are first-class flows, so migrating an existing Excel or Google Sheets tracker into Capitally is usually one paste away. See the spreadsheet-alternative feature page for the full pitch.
It replaces the need for a spreadsheet for portfolio tracking and analysis. You get more power, more automation, and more reliability, all while keeping the direct data control that made you choose spreadsheets in the first place. You can still export your data to CSV anytime.
Yes. Paste transactions directly from any spreadsheet â Excel, Google Sheets, Numbers â and Capitally maps the columns into its transaction model on the fly. CSV and XLS files import the same way, with column mapping saved as a reusable preset variant, so the next paste or upload is one click. The original spreadsheet stays untouched, and your data exports back to CSV at any time.
Capitally features a robust importing interface that allows you to easily upload CSV or XLS files from any broker or app that provides transaction history or account balances. You can even copy and paste data from your own spreadsheet if you have one.
We currently support a growing list of brokers natively, including Interactive Brokers, Degiro, TastyTrade, Schwab, Coinbase, Kraken, and XTB, among others.
For individual transactions, you can simply add them manually. If you're only tracking account balances, you can update them directly in the table, along with the current market price.
While many trackers use services like Plaid or Yodlee to link to your broker automatically, these often require you to share your broker login and rarely deliver complete data. They typically only provide current balances or, at best, the last ~3 months of transactions â and almost never surface the events that move cost basis: corporate actions, dividend reinvestments (DRIP), FX conversions, deposits and withdrawals. If your broker isn't supported, which can often be the case depending on your location, you're left with manual input as most trackers don't handle bulk imports well.
Direct CSV exports go back to the day the account was opened and keep that full transaction trail intact. That's not just a privacy win â it's a precision win. With every lot, every DRIP run and every corporate action included, returns calculate correctly over the real holding period and cost basis is auditable for tax purposes. Manual entry preserves the same fidelity for assets that have no broker feed at all.
At Capitally, we prioritize your privacy and the depth of your data. That's why we're focusing on perfecting CSV imports first. Eventually, we plan to offer automated synchronization as well, so you can enjoy the best of both worlds.
Public-market positions, private investments, real estate, collectibles, fixed income, cash, and liabilities â all in the same project. Currently supported, with native pricing and dividend data:
- Stocks, ETFs, mutual funds, indexes, currencies, cryptocurrencies, commodities â see the supported markets and assets.
- Stock options on listed underlyings, with Greeks and theoretical-price modelling.
- Cash accounts in any national currency.
- Private equity (LP fund stakes with capital calls, distributions, DPI / TVPI) and managed accounts (value-based pricing).
- Real estate, startup equity, art, watches, antiques, cards, and other collectibles â priced manually or by paste / import.
- Bonds, deposits, and other fixed-income instruments â priced manually today; automated pricing is on the roadmap.
- Liabilities (mortgages, margin loans, lines of credit) for a true net-worth view.
For every asset class you choose the tracking depth: full transaction history for tax-grade reporting, or periodic balance updates when per-trade detail isn't worth the effort. See the all-investments-in-one-place overview for how it ties together.
Your financial data is end-to-end encrypted on your device with AES-GCM, using a key derived from your password â Capitally itself cannot decrypt it. We never connect to your broker or bank either: no Plaid, no Yodlee, no open-banking aggregator, no shared credentials. If our database were ever breached, the extracted data would be unreadable.
The CSV-only import path is also more accurate than aggregator sync. Broker exports usually go back to the day the account was opened and carry the corporate actions, dividend reinvestments and FX conversions that aggregators tend to drop â so cost basis stays auditable and returns reflect the real holding period.
We don't sell financial data, behavioural patterns, or any other personal information. Product analytics are limited to feature adoption and performance, are opt-out, and never include the size or value of your investments.
All servers and databases live in EU data centres, with TLS in transit, encryption at rest, and standard security practices on top of the per-user encryption. Export and permanent deletion are one-click operations inside the app â no email required.
For the full encryption model â including PBKDF2 key derivation, RSA-OAEP key wrapping, and how multi-device sync stays zero-knowledge â see the data safety guide.
See your real returns. Free to start.
- Works great on a desktop or laptop
- Fully featured on mobile
- Add to home screen for quick access and privacy
