Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Purple Brick is the premier app designed for tracking dividends, enabling you to efficiently manage your investment portfolio and monitor dividend payments. Suitable for both seasoned investors and newcomers, Purple Brick provides an intuitive platform that simplifies organization and enhances awareness of your financial activities. With its streamlined features, you can rest assured that you won’t overlook any dividend disbursements. The app allows you to effortlessly add and monitor your dividend-generating stocks and funds; just enter the ticker symbol and the quantity of shares, and Purple Brick takes care of the rest. You will gain a comprehensive view of all your holdings in one convenient location, showcasing details such as the dividend yield, payment schedule, and amount received. Additionally, our app offers real-time notifications, ensuring that you are always equipped with the latest information regarding your investments. This commitment to timely updates empowers you to make informed decisions and maximize your investment potential.
API Access
Has API
API Access
Has API
Integrations
Google Sheets
Microsoft Excel
Pricing Details
€7 per month
Free Trial
Free Version
Pricing Details
Free
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
Purple Brick
Website
www.purplebrick.io
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