Capitally is a privacy‑first, multi‑asset portfolio and net‑worth tracker designed for serious DIY investors. It consolidates traditional, alternative, crypto, real‑asset, and private‑investment holdings into a single, encrypted, device‑local portfolio view without relying on third‑party aggregators
Core product
A comprehensive wealth and investment tracking platform that supports stocks, ETFs, crypto, options, futures, real estate, mortgages, P2P loans, private equity, collectibles, and custom assets. Capitally provides performance analytics (TWR, MWR, IRR), dividend forecasting, FX attribution, tax reporting, and multi‑currency support across 400,000+ indexed instruments
Use cases
Consolidated tracking of all investment accounts and asset classes Performance analysis with TWR, MWR, IRR, ROI, fee attribution, and FX decomposition Dividend, rent, and interest‑income forecasting Capital‑gains tax reporting with multiple cost‑basis methods Multi‑currency portfolio management with proper FX attribution Tracking private equity, LP positions, real estate, mortgages, P2P loans, art, and collectibles Replacing spreadsheets with a unified, encrypted portfolio system
Functional categories (vendor-stated)
Integrations
Workflow stages
Portfolio focus
Public markets (stocks, ETFs, options, futures) Crypto and digital assets Private equity and private investments Real estate and mortgages P2P loans, collectibles, custom assets Multi‑currency portfolios
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