Capitally — Private portfolio tracker for serious DIY investors | Capitally

# Capitally — Investment Portfolio Tracker ## Overview Capitally is a privacy-first portfolio tracker for DIY and high-net-worth investors. It is end-to-end encrypted on the user's device — no Plaid, no broker-linking, no account aggregation, no credentials shared — and pairs that with TWR, MWR/XIRR with FX attribution, specific-lot accounting and options Greeks across every broker, currency and asset class held. It tracks public equities, ETFs, options, bonds, cryptocurrencies, private equity, real estate, collectibles, mortgages and cash across multiple brokers, currencies and legal entities (personal, company, trust, foundation). Hosted in the EU, GDPR-compliant, no third-party trackers and no ads. ## What is Capitally? Capitally consolidates every broker, account, currency and asset class into one end-to-end encrypted view. It is the right fit for investors who want analytical depth — TWR, MWR/XIRR, FX attribution, options Greeks, specific-lot / FIFO / Average Cost accounting, multi-entity and multi-jurisdiction tax — without handing portfolio data to a third-party aggregator. ## Best For Capitally is best for investors who want analytical depth and end-to-end privacy at the same time. Four archetypes describe most users: - **Advanced DIY investors**running multiple brokers, currencies and asset classes who want TWR, MWR/XIRR, FX attribution and specific-lot accounting in one place. - **High-net-worth investors**managing personal, company, trust and foundation entities side by side, with public equities, real estate, private equity and alternatives in the same wealth view. - **Expats and cross-border investors**with accounts in two or more countries — for example IBKR plus a local broker — who need FX attribution and tax reporting across jurisdictions. - **FIRE and dividend-focused investors**tracking long-term ETF and dividend strategies with a dividend calendar, Yield on Cost, DRIP and forward-income forecasting. Not the right fit for ha