Capitally alternatives
Apps that do the same job as Capitally. The most similar ones are at the top.
Why people look for alternatives to Capitally
- No free plan, only a 14-day trial
- No rebalancing, no goals and no AI
- An installable web app (PWA), not a native phone app
Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.
A phone-first ledger for investors who track tax lots and currencies by hand. Free with ads, Premium $49.99 a year.
Beats Capitally on free tier and mobile app.
Capitally wins on dividend/income forecast, tax reports, and backtesting & scenarios.
Polish tracker from the Independent Trader team, with Polish retail bonds and XTB import. Paid only, from 14 PLN a month.
Beats Capitally on public / social portfolios.
Capitally wins on dividend/income forecast, tax reports, and backtesting & scenarios.
Made for Polish investors with GPW shares, Polish funds and IKE/IKZE accounts. Paid only, from about 4.49 PLN a month.
Beats Capitally on public API, mobile app, and public / social portfolios.
Capitally wins on dividend/income forecast and backtesting & scenarios.
For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.
Beats Capitally on free tier and mobile app.
Capitally wins on tax reports, custom groupings / tags, and backtesting & scenarios.
Syncs your broker from your own phone, so the login never leaves it. Dividend forecasts and a free Basic plan.
Beats Capitally on automatic bank/broker sync, free tier, mobile app, and public / social portfolios.
Capitally wins on tax reports, custom groupings / tags, and no account linking required.
Turns your trades and dividends into tax reports, with imports from 200+ brokers. Free for 1 portfolio of 10 holdings.
Beats Capitally on automatic bank/broker sync, free tier, public API, and mobile app.
Capitally wins on backtesting & scenarios, no account linking required, and multi-language.
Native iPhone, iPad and Apple Watch tracker with MWR and TWR, paid once instead of monthly. Pro costs $4.99 or $49.99.
Beats Capitally on free tier and mobile app.
Capitally wins on multi-asset, dividend/income forecast, and tax reports.
About PortfolioGlance
Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.
Try PortfolioGlance freeWe list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.