# Capitally alternatives

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> Content language: English.

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We list PortfolioGlance first; the rest are ranked by how similar they are, each shown with the exact features it does better.

## 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 roast

## Capitally alternatives

1. **PortfolioGlance** (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, AI portfolio roast
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portfolioglance.md
2. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/my-stocks-portfolio.md
3. **Portfeo** (Paid) — Polish portfolio & net-worth app (by Independent Trader) for stocks, ETFs, bonds and crypto.
   - Does more than Capitally: Public / social portfolios
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portfeo.md
4. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/myfund.md
5. **Portseido** (Freemium) — Import-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.
   - Does more than Capitally: Free tier, Mobile app
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portseido.md
6. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/parqet.md
7. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/sharesight.md
8. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portfolio-trader.md

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

*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.*