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Capitally vs TrackYourDividends

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

FeatureCapitallyTrackYourDividends
PricingPaidFreemium
Tracking & data
Manual entryYesYes
CSV / broker importYesNot verified
Automatic bank/broker syncNot supportedYes
Multi-assetYesNot supported
Multi-currencyYesPartial
Dividend trackingYesYes
Dividend/income forecastYesYes
Tax reportsYesNot supported
Analysis & insights
AI portfolio analysisNot supportedNot verified
AI asset & market analysisNot supportedNot verified
Portfolio health scoreNot supportedPartial
Rebalancing & driftNot supportedNot supported
Goal & time-to-goalNot supportedPartial
Custom groupings / tagsYesNot supported
Return method (TWR/MWR)YesNot supported
Benchmark & alphaYesNot verified
Backtesting & scenariosPartialNot verified
Access & pricing
Free tierNot supportedYes
No account linking requiredYesYes
Open sourceNot supportedNot supported
Self-hostableNot supportedNot supported
Public APINot supportedNot verified
Platform & reach
Mobile appPartialNot supported
Multi-languageYesNot supported
Community & extras
Public / social portfoliosNot supportedNot verified
AI portfolio reviewNot supportedNot supported
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Capitally

Capitally

Paid

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

TrackYourDividends

TrackYourDividends

Freemium

Free dividend tracker for US and Canadian investors that projects future income and flags payout-safety risk.

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.