---
description: Review of Capitally Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Capitally | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Capitally](/software/422906/capitally)

# Capitally

Canonical: https://www.softwareadvice.co.nz/software/422906/capitally

> 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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Capitally

## Commercial Context

- **Starting Price**: €5.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: Self Employed
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: Albania, Andorra, Anguilla, Antigua & Barbuda, Argentina, Aruba, Australia, Austria, Bahamas, Barbados, Belarus, Belgium, Belize, Bermuda, Bolivia, Bosnia & Herzegovina, Brazil, British Virgin Islands, Bulgaria, Canada and 94 more

## Features

- API
- Activity Dashboard
- Benchmarking
- Bonds/Stocks
- Customisable Reports
- Data Import/Export
- Fee Management
- Financial Analysis
- For Investors & Traders
- Investments Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Reporting/Analytics
- Risk Management
- Visual Analytics

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.co.nz/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.co.nz/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.co.nz/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/422906/capitally)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/investment-management/capitally-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/422906/capitally> |
| en-GB | <https://www.softwareadvice.co.uk/software/422906/capitally> |
| en-IE | <https://www.softwareadvice.ie/software/422906/capitally> |
| en-NZ | <https://www.softwareadvice.co.nz/software/422906/capitally> |

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