Capitally 2026: Benefits, Features & Pricing

Designed to cater to DIY investors' needs, Capitally is a cloud-based investment management platform that empowers users to track multiple assets ranging from stocks, ETFs, and real estate to digital currencies and unique investments like art, collectibles, and even startups.

With Capitally, investors can review entire portfolio strategies remotely. With just a glance, every single investment - from stocks and ETFs to real estate, crypto, and unique ones like art, collectibles, and startups - becomes transparent and comprehensible. Capitally’s advanced metrics features help users understand what elements drive investments' movements. It allows users to deep dive into each asset’s performance history, thus providing more control and foresight over investment strategies.

The software includes client-side encryption. Users can import data from any CSV or copy from a spreadsheet, fully reassured that privacy agreements will be honored and respected.