All-inclusive Pricing
Taxes included. Final price at checkout. Fair use and system limits apply.
It's more an investment than a subscription
Monitoring your assets with Capitally costs of your €100,000 net-worth, ...give me a second...
Sailor
- /y
Navigator
- /y
Captain
- /y
But it also pays for itself, at least that's what users say 😇
“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
“I started building something similar for myself and I came to the conclusion that it would be more economical to choose a ready-made option”
Tomasz Onyszko
@tonyszko
“Tax filing is so much easier now - saves me hours, and the tax-loss harvesting alone covers the subscription.”
Paweł
Poland
Plans comparison
| Limits | Sailor | Navigator | Captain |
|---|---|---|---|
Projects Projects A Project is like a folder for your portfolios. All your investments should be in one project. You can create more for backtesting, or exploring 'what-if' scenarios. | 1 | 5 | Unlimited |
Portfolios | Unlimited | Unlimited | Unlimited |
Assets Assets An asset is any financial instrument you track, such as one stock, ETF, bond, real-estate, etc. | 50 | Unlimited | Unlimited |
Price history | 25 | 30+ | 30+ |
Benchmarks Benchmarks How many benchmarks can be compared at a time | 1 | 10 | 10 |
| Track anything | Sailor | Navigator | Captain |
Stocks, ETFs | |||
Mutual Funds (US & EU) | |||
Cryptocurrencies | |||
Real estate | |||
Art & Collectibles | |||
Cash | |||
Debt & mortgages | |||
Interest-bearing assets Interest-bearing assets Track and estimate interest income from savings accounts, deposits, bonds, and liabilities | |||
Custom assets | |||
Unlisted and historical assets | |||
Stock options Stock options Track true returns from stock options combined with the underlying asset, automatic expiry/execution and greeks based on Black-Scholes model | |||
Stock option strategies Stock option strategies Automatically group option strategy legs together, like covered calls, straddles, butterflies, etc. | |||
Private equity Private equity Track your full PE lifecycle — from capital commitments through distributions and exit — with dedicated PE metrics like TVPI, DPI, and RVPI | |||
Managed holdings Managed holdings Track investments where you only know the value and cashflows, like closed-end funds, wealth management accounts, etc. | |||
Multiple currencies support Multiple currencies support Track investments in any number of foreign currencies | |||
Import from brokers Import from brokers Import transactions from a growing list of brokers, crypto exchanges, and apps | |||
Import custom data Import custom data Import transactions, assets, and prices from CSV, Excel, JSON, and XML files | |||
Global markets | 40+ | 40+ | 40+ |
| Performance analysis | Sailor | Navigator | Captain |
Deep analysis Deep analysis Analyze any part of your portfolio, within selected time period and grouping | |||
Performance metrics Performance metrics MWR, TWR, ROI, Total, Net, After-tax, etc. | |||
Currency & Capital returns | |||
Historical analysis | |||
Multi-period analysis | |||
Benchmarking | |||
Custom benchmarks Custom benchmarks Use custom assets, accounts or specific parts of your portfolio as a benchmark | |||
Economic indicators Economic indicators Access to Consumer Price Indexes, Home Price Indexes, GDP growth, and other economic indicators for most countries in the world | |||
Allocation-weighted benchmarks Allocation-weighted benchmarks Compare your portfolio to a benchmark consisting of same assets as your current portfolio allocation | |||
Discounted returns Discounted returns Compare your real return — the part that beats inflation, an index, or any benchmark of your choice | |||
X-Ray & Heatmap charts X-Ray & Heatmap charts Compare your whole portfolio structure - regardless of it's complexity - on a single chart | |||
Category metrics Category metrics Categorize assets into a nested structure, like 'Equity/Large Cap/US' | |||
Regional exposure Regional exposure Analyze exposure and performance by region | |||
Industry exposure Industry exposure Analyze exposure and performance by industry | |||
Compare fees | |||
Backtest ideas Backtest ideas Test investment strategies with historical data in separate projects | |||
Estimate margin requirement Estimate margin requirement Include underlying asset value for options and short positions to estimate your margin requirement | |||
| Investment income | Sailor | Navigator | Captain |
Automatic dividends | |||
Dividends re-investment (DRIP) Dividends re-investment (DRIP) Automatically reinvest dividends into the same asset with an optional discount | |||
Upcoming dividends & rent payments | |||
Estimate future income | |||
Rental & interest income | |||
Dividend yield & yield on cost | |||
| Flexibility | Sailor | Navigator | Captain |
Nested tags | |||
Nested accounts | |||
Lot groups Lot groups Group chosen transaction lots across investments into groups - e.g. to combine option strategies, assets and liabilities, etc. | |||
Advanced filtering Advanced filtering Filter positions by complex criteria, AND, OR, NOT, etc. | |||
Custom charts | |||
Bookmarks Bookmarks Save custom views, charts, and filters for quick access | |||
| Tax reporting | Sailor | Navigator | Captain |
Taxes due Taxes due Growing number of tax jurisdictions supported | |||
Custom tax rules Custom tax rules Modify existing or create your own tax rules | |||
Taxable income report | |||
Cost-basis tracking (FIFO) | |||
Manual cost-basis Manual cost-basis Manually set the cost basis lots for specific transactions | |||
Tax-loss harvesting Tax-loss harvesting Identify positions, that if sold, would reduce your tax due | |||
Track withholding taxes | |||
| Privacy & Ownership | Sailor | Navigator | Captain |
On-device encryption On-device encryption Your financial data is encrypted on your device, we just can't read it | |||
No 3rd-party trackers or ads | |||
Privacy mode Privacy mode Hide your numbers when showing your results | |||
Export everything, anytime Export everything, anytime Export transaction history, assets, settings, etc. | |||
Export reports Export reports Export any table you see to CSV, Excel or JSON | |||
| Other | Sailor | Navigator | Captain |
Push notifications | |||
Mobile app Mobile app Fully-featured mobile version that can be added to you home screen and used offline | |||
Support |
Yes. You can cancel anytime from Settings → Subscription, and you keep full access until the end of the period you've already paid for. Resubscribing at any point picks up exactly where you left off.
If your subscription ends, your data stays available for 6 months — long enough to come back without rebuilding anything. To delete it sooner, delete your account in Settings → My Profile.
Active subscriptions lock in the price from the day you signed up. If our pricing changes later, your rate stays the same as long as the subscription is continuous. Cancelling and resubscribing later means paying the current rate.
Plan switches work as a prorated credit. We calculate the unused portion of your current plan, apply it as credit toward the new one, and you pay only the difference. Downgrading means no further charges until the credit runs out.
Yes. Add your Tax ID at checkout — for an EU business, use the VAT ID starting with the country code (e.g. PL, DE, FR). The invoice is emailed automatically after payment.
Past invoices stay accessible in Settings → Subscription, and you can download any of them at any time.