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Description
Capitally offers a comprehensive investment management platform that empowers users to monitor, comprehend, and enhance their investment strategies effectively. By consolidating all accounts in a single interface, it facilitates the tracking of diverse asset classes simultaneously, enabling users to analyze their allocations across different categories and observe fluctuations over time. The platform delivers key performance indicators, including realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows for comparisons against any selected benchmark. Additionally, users can scrutinize investment fees and passive income streams, keep tabs on forthcoming and projected dividends, and assess various income sources such as dividends, rent, and interest, alongside a summary of yield, yield on cost, and growth. Capitally also accommodates automatic reinvestment options and Dividend Reinvestment Plans (DRIPs), ensuring that users can maximize their investment growth. With advanced charting capabilities and comparison tools, users can identify factors that influence returns, focus on specific time frames, and break down returns into components like capital gains, currency fluctuations, dividends, and fees for a more detailed analysis. This all-encompassing approach to investment management positions Capitally as a valuable resource for both novice and experienced investors seeking to optimize their financial outcomes.
Description
Stockle is an advanced investment management platform aimed at streamlining the management, tracking, and optimization of various investments. Its features include the ability to aggregate multiple accounts, allowing users to see all their accounts at once or tailor their views to their preferences. The platform supports the monitoring of a wide range of assets, including stocks, ETFs, mutual funds, indices, and cryptocurrencies from around the world. With thorough analytics, Stockle provides insights like dividend yield, yield on cost, and the performance rates of both open and closed positions. Users can compare their portfolios against any asset, take advantage of an upgraded command menu for smoother navigation, and review detailed transaction logs that include historical data. The user-friendly interface and adaptable data structure of Stockle accommodate diverse investment strategies, enabling users to organize their portfolios based on different criteria such as strategy, account type, investment goals, or other concepts. Furthermore, the platform continually evolves to meet the changing needs of investors, ensuring that they have the most effective tools at their disposal.
API Access
Has API
API Access
Has API
Integrations
Google Sheets
Microsoft Excel
Pricing Details
€7 per month
Free Trial
Free Version
Pricing Details
$5.67 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Capitally
Country
Poland
Website
www.mycapitally.com
Vendor Details
Company Name
Stockle
Founded
2023
Country
United Kingdom
Website
stockle.app/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management