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Capitally

Capitally alternatives

The closest alternatives to Capitally, ranked by how similar they are — each shown with the exact features it does better. Honest, and kept up to date.

Why people look for alternatives to Capitally

  • 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
What Capitally doesn't do
Automatic bank/broker sync
AI portfolio analysis
AI asset & market analysis
Portfolio health score
Rebalancing & drift
Goal & time-to-goal
Free tier
Open source
Self-hostable
Public API
Public / social portfolios
AI portfolio review
  1. 1
    PortfolioGlance

    PortfolioGlance

    That's us
    Free

    Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.

    Does more than Capitally
    AI portfolio analysis AI asset & market analysis Portfolio health score Rebalancing & drift Goal & time-to-goal Free tier+1

    Capitally does better: Dividend/income forecast, Tax reports, Backtesting & scenarios

    Compare Capitally vs PortfolioGlanceRead review
  2. 2
    My Stocks Portfolio & Market

    My Stocks Portfolio & Market

    Freemium

    Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.

    Does more than Capitally
    Free tier Mobile app

    Capitally does better: Dividend/income forecast, Tax reports, Backtesting & scenarios

    Compare Capitally vs My Stocks Portfolio & MarketRead reviewVisit official site
  3. 3
    Portfeo

    Portfeo

    Paid

    Polish portfolio & net-worth app (by Independent Trader) for stocks, ETFs, bonds and crypto.

    Does more than Capitally
    Public / social portfolios

    Capitally does better: Dividend/income forecast, Tax reports, Backtesting & scenarios +1

    Compare Capitally vs PortfeoRead reviewVisit official site
  4. 4
    MyFund

    MyFund

    Paid

    Feature-rich Polish portfolio tracker for GPW, foreign markets, funds and IKE/IKZE, with Polish tax tools.

    Does more than Capitally
    Public API Mobile app Public / social portfolios

    Capitally does better: Dividend/income forecast, Backtesting & scenarios

    Compare Capitally vs MyFundRead reviewVisit official site
  5. 5
    Portseido

    Portseido

    Freemium

    Import-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.

    Does more than Capitally
    Free tier Mobile app

    Capitally does better: Tax reports, Custom groupings / tags, Backtesting & scenarios +1

    Compare Capitally vs PortseidoRead reviewVisit official site
  6. 6
    Parqet

    Parqet

    Freemium

    German-built tracker with local-device broker autosync, dividend forecasting and a community.

    Does more than Capitally
    Automatic bank/broker sync Free tier Mobile app Public / social portfolios

    Capitally does better: Tax reports, Custom groupings / tags, No account linking required

    Compare Capitally vs ParqetRead reviewVisit official site
  7. 7
    Sharesight

    Sharesight

    Freemium

    Performance and dividend tracker with a strong focus on tax reporting.

    Does more than Capitally
    Automatic bank/broker sync Free tier Public API Mobile app

    Capitally does better: Backtesting & scenarios, No account linking required, Multi-language

    Compare Capitally vs SharesightRead reviewVisit official site
  8. 8
    Portfolio Trader

    Portfolio Trader

    Freemium

    Native Apple portfolio tracker with both MWR and TWR, cost-basis accounting and a one-time purchase.

    Does more than Capitally
    Free tier Mobile app

    Capitally does better: Multi-asset, Dividend/income forecast, Tax reports +2

    Compare Capitally vs Portfolio TraderRead reviewVisit official site
See all Portfolio trackers

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.

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.