Back to directory
Capitally vs Treestep
A side-by-side feature comparison. Details like pricing change — check each tool's official site.
| Feature | Capitally | Treestep |
|---|---|---|
| Pricing | Paid | Freemium |
| Tracking & data | ||
| Manual entry | Yes | Yes |
| CSV / broker import | Yes | Not supported |
| Automatic bank/broker sync | Not supported | Not supported |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | —Not verified |
| Dividend tracking | Yes | Not supported |
| Dividend/income forecast | Yes | Not supported |
| Tax reports | Yes | Not supported |
| Analysis & insights | ||
| AI portfolio analysis | Not supported | Yes |
| AI asset & market analysis | Not supported | Yes |
| Portfolio health score | Not supported | Partial |
| Rebalancing & drift | Not supported | Partial |
| Goal & time-to-goal | Not supported | Partial |
| Custom groupings / tags | Yes | Not supported |
| Return method (TWR/MWR) | Yes | —Not verified |
| Benchmark & alpha | Yes | Not supported |
| Backtesting & scenarios | Partial | Partial |
| Access & pricing | ||
| Free tier | Not supported | Yes |
| No account linking required | 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 | Not supported |
| Multi-language | Yes | Yes |
| Community & extras | ||
| Public / social portfolios | Not supported | Partial |
| AI portfolio review | Not supported | Not supported |
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Capitally
Paid
Analytics-focused, privacy-first portfolio tracker with multi-currency performance and tax reporting across many jurisdictions.
Treestep
Freemium
Gamified, RPG-style portfolio tracker that turns manual investing into quests, XP and guilds — for French retail investors.
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.