Capitally - the Best Portfolio Tracker to Optimize Investments Performance | Capitally

# Capitally - Investment Portfolio Tracker ## Overview Capitally is a comprehensive wealth and portfolio tracking application designed for long-term investors who want to manage, analyze, and optimize their investments in one place. It provides clarity and control over diverse investment portfolios, moving beyond the limitations of spreadsheets and fragmented broker insights. ## What is Capitally? Capitally is a privacy-focused investment tracking platform that helps investors consolidate, analyze, and optimize their entire investment portfolio across multiple asset classes, brokers, and currencies. It emphasizes end-to-end encryption and comprehensive performance analytics. ## Key Features ### Portfolio Consolidation - Track stocks, ETFs, cryptocurrencies, bonds, mutual funds, real estate, art, collectibles, cash, liabilities, mortgages, and custom assets - Support for multiple brokers, portfolios, and currencies - Unified view of entire wealth in one platform - Manual entry or automated import from 50+ brokers ### Income Tracking - Comprehensive dividend tracking with DRIP support - Track rental income, bond interest, P2P lending returns, crypto staking rewards - Dividend calendar and income forecasting - Yield on Cost and Dividend Yield calculations ### Options Tracking - Track stock options, with fair price calculated by Black-Scholes-Merton and Barone-Adesi-Whaley models - See option greeks at a glance, or their historical charts - Group strategy legs together for comprehensive analysis (eg. Covered Calls, Spreads, Strangles, Butterfly, Iron Condor etc.) ### Performance Analysis - Money-Weighted Return (MWR) and Time-Weighted Return (TWR) - ROI, XIRR, and detailed performance metrics - Advanced custom filters, configurable charts, customizable tables and reports - Benchmark against indexes, ETFs, custom assets, accounts or custom filters - Break down returns by capital gains, currency fluctuations, income, fees, and taxes - Historical performance t