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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Capitally offers a comprehensive investment management platform that empowers users to monitor, comprehend, and enhance their investment strategies effectively. By consolidating all accounts in a single interface, it facilitates the tracking of diverse asset classes simultaneously, enabling users to analyze their allocations across different categories and observe fluctuations over time. The platform delivers key performance indicators, including realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows for comparisons against any selected benchmark. Additionally, users can scrutinize investment fees and passive income streams, keep tabs on forthcoming and projected dividends, and assess various income sources such as dividends, rent, and interest, alongside a summary of yield, yield on cost, and growth. Capitally also accommodates automatic reinvestment options and Dividend Reinvestment Plans (DRIPs), ensuring that users can maximize their investment growth. With advanced charting capabilities and comparison tools, users can identify factors that influence returns, focus on specific time frames, and break down returns into components like capital gains, currency fluctuations, dividends, and fees for a more detailed analysis. This all-encompassing approach to investment management positions Capitally as a valuable resource for both novice and experienced investors seeking to optimize their financial outcomes.

Description

Gain a comprehensive understanding of the portfolio, including its values, trends, and any defined limits or alerts. Investigate any downward deviations within the portfolio to identify their underlying causes. From a high-level overview, delve into the specifics of individual holdings. Engage in a visual and interactive examination of the portfolio both in current terms and throughout its historical context. Analyze aspects such as allocation, exposure, risk factors, and performance attribution. Gather and monitor data concerning all assets and liabilities, regardless of their nature, including funds, stocks, bonds, ETFs, private equity, loans, real estate, timber, precious metals, art, derivatives, and more. Create one or multiple portfolios with preferred structures and aggregates to suit your needs. Synthesize and consolidate assets and liabilities from various sources, including different accounts and custodians. Integrate investment policies and regulations into the analytical tool for enhanced guidance. Establish allocation and exposure thresholds, as well as define the benchmarks and objectives applicable at various tiers within the portfolio. This comprehensive approach ensures meticulous tracking and management of the investment landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Sheets
Microsoft Excel

Integrations

Google Sheets
Microsoft Excel

Pricing Details

€7 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Capitally

Country

Poland

Website

www.mycapitally.com

Vendor Details

Company Name

Digital Portfolio Control

Founded

2015

Country

Sweden

Website

www.digitalportfoliocontrol.se/dpcmonitor/

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

MarketRisk Reviews

MarketRisk

Dacris Software