# AllInvestView vs Capitally

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> Content language: English.

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> Polish version: append `?hl=pl` to this URL.

A side-by-side feature comparison. Details like pricing change — check each tool's official site.

| Feature | AllInvestView | Capitally |
| --- | --- | --- |
| Pricing | Freemium | Paid |

### Tracking & data

| Feature | AllInvestView | Capitally |
| --- | --- | --- |
| Manual entry | Yes | Yes |
| CSV / broker import | Yes | Yes |
| Automatic bank/broker sync | Yes | Not supported |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | Yes |
| Dividend tracking | Yes | Yes |
| Dividend/income forecast | Yes | Yes |
| Tax reports | Yes | Yes |

### Analysis & insights

| Feature | AllInvestView | Capitally |
| --- | --- | --- |
| AI portfolio analysis | Yes | Not supported |
| AI asset & market analysis | Yes | Not supported |
| Portfolio health score | Partial | Not supported |
| Rebalancing & drift | Yes | Not supported |
| Goal & time-to-goal | Partial | Not supported |
| Custom groupings / tags | Yes | Yes |
| Return method (TWR/MWR) | Yes | Yes |
| Benchmark & alpha | Yes | Yes |
| Backtesting & scenarios | Partial | Partial |

### Access & pricing

| Feature | AllInvestView | Capitally |
| --- | --- | --- |
| Free tier | Yes | Not supported |
| No account linking required | Yes | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Not supported |

### Platform & reach

| Feature | AllInvestView | Capitally |
| --- | --- | --- |
| Mobile app | Partial | Partial |
| Multi-language | Yes | Yes |

### Community & extras

| Feature | AllInvestView | Capitally |
| --- | --- | --- |
| Public / social portfolios | Yes | Not supported |
| AI portfolio review | Not supported | Not supported |

## AllInvestView

**Multi-asset web tracker with deep quant analytics, a 13-jurisdiction tax engine and a Spanish Modelo 720 export.**

**Best for:** Self-directed investors with genuinely mixed books — individual bonds, options and rental property alongside equities — who want instrument-level math, and Spanish tax residents with foreign holdings who need a Modelo 720 export.

Strengths:
- Instrument depth few rivals match: bond ladders and yield curves, options Greeks, and real-estate cap rate / NOI
- A real tax engine — FIFO/LIFO/avg/specific-lot, wash-sale detection and loss carry-forward across 13 jurisdictions, plus a Spanish Modelo 720 BOE export
- Return methodology done properly and openly: TWR, MWR/IRR and XIRR, with an in-UI toggle
- Deep quant analytics as standard: Efficient Frontier, correlation heatmap, Monte Carlo and ETF look-through
- A complete dividend layer — calendar, yield on cost, projected income, franking credits and withholding rules

Trade-offs:
- The "9 languages" claim is not true of the product — the app UI is English and Spanish only, per their own help centre
- The free tier is tight: 10 holdings, 1 portfolio, 5-year history and no broker sync
- No native mobile app — PWA only
- No composite health score and no true goal tracking (the net-worth projection has no target or time-to-goal)
- Almost no independent traction, and its community footprint is largely affiliate- and self-promotion-driven

Verified 2026-07-21
Sources:
- AllInvestView — Help centre (TWR/MWR/XIRR, SnapTrade sync, EN+ES UI, tax presets) — https://www.allinvestview.com/help/
- AllInvestView — Pricing (free tier, tiers, lifetime deal) — https://www.allinvestview.com/pricing/
- AllInvestView — Terms (entity: ALLINVESTVIEW TECHNOLOGIES S.L., Madrid) — https://www.allinvestview.com/terms/
- AllInvestView — Spain investment tax report (Modelo 720, BOE-format export) — https://www.allinvestview.com/spain-investment-tax-report/
- AllInvestView — Features — https://www.allinvestview.com/features/

- Official site: https://www.allinvestview.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/allinvestview.md

## Capitally

**Analytics-focused, privacy-first portfolio tracker with multi-currency performance and tax reporting across many jurisdictions.**

**Best for:** Analytically-minded, privacy-conscious investors — across multiple countries and currencies — who want rich performance and tax reporting and are willing to pay for it, without linking bank or brokerage accounts.

Strengths:
- Among the richest performance analytics of any tracker — TWR, MWR, IRR, ROI and FX attribution
- Tax reporting with presets for 11 jurisdictions, plus dividend forecasting
- Privacy-first: no account aggregators, data end-to-end encrypted on device
- Broad multi-asset and multi-currency coverage, available in six languages

Trade-offs:
- No permanent free tier — paid subscription after a 14-day trial
- No built-in AI analysis or health scoring
- Mobile is an installable web app (PWA), not a native app

Verified 2026-07-05
Sources:
- Capitally — homepage (official) — https://www.mycapitally.com/
- Capitally — Analytics (TWR/MWR/IRR/FX) — https://www.mycapitally.com/features/analyze-performance
- Capitally — All investments in one place — https://www.mycapitally.com/features/all-investments-in-one-place

- Official site: https://www.mycapitally.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/capitally.md

*This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.*