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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Stay updated on dividend earnings, distribution timelines, and custody accounts at all times and in all locations. Receive notifications regarding your dividend payouts through push messages, ensuring you never miss a payment. After you input your shares into the divTimer app, it will accurately compute the expected dividend amount and payment date while providing a comprehensive yearly overview of your portfolio's income. The calculations also factor in taxes, allowances, and purchase history for a precise financial picture. Maintain clarity with the easy-to-navigate dividend calendar, which highlights specific distribution days and anticipated amounts. Within the detailed section of the divTimer calendar, you can discover the exact days when your invested companies will disburse dividends to you. Access your portfolio from major global indices and enjoy the straightforward setup of new portfolios and stocks. Even fractional shares managed through savings plans can be easily added. Additionally, our dedicated divTimer support team is available daily to assist customers with their inquiries and requirements. Your financial management has never been more streamlined and user-friendly.

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

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

divTimer

Country

Germany

Website

div-timer.de/

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

Alternatives

Alternatives

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