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Capitally vs Portfeo
A side-by-side feature comparison.
| Feature | Capitally | Portfeo |
|---|---|---|
| Pricing | Paid | Paid |
| Tracking & data | ||
| Manual entry | Yes | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Not supported | Not supported |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | Yes |
| Dividend tracking | Yes | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Yes | Not supported |
| Tax reports | Yes | Partial |
| Analysis & insights | ||
| AI portfolio analysis | Not supported | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported | Not supported |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Not supported | Not supported |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported | Not supported |
| Goal & time-to-goal | Not supported | Not supported |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Yes | Yes |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Partial | Not supported |
| Access & pricing | ||
| Free tier | Not supported | Not supported |
| No account linking required. Works without connecting a bank login or aggregator. | Yes | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Not supported |
| Platform & reach | ||
| Mobile app | Partial | Partial |
| Multi-language | Yes | Not supported |
| Community & extras | ||
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Not supported | Partial |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported | Not supported |
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Capitally
Paid
Deep return analytics and tax reports for 11 countries, without linking any account. Paid only, after a 14-day trial.
Portfeo
Paid
Polish tracker from the Independent Trader team, with Polish retail bonds and XTB import. Paid only, from 14 PLN a month.
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.