# Capitally Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Capitally Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/10012688/Capitally --- # Capitally Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Capitally ## What is Capitally? Capitally helps you monitor diverse investments like stocks, real estate, and crypto in one secure place. Import data from CSVs or spreadsheets for a consolidated portfolio view. Client-side encryption keeps your info private. Understand overall performance through advanced analytics. Optimize your strategy with a comprehensive picture of what drives your portfolio. ## What is Capitally used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €5 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Capitally?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.mycapitally.com&name=Capitally) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Capitally 0.0 VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price €5 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.9 (9) Value For Money 0.0 (0) Value For Money 4.0 (6) Customer Service 0.0 (0) Customer Service 4.4 (8) ## Capitally alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10011153/WOWS/) ## FAQs about Capitally Features and Usability ### What are the key features of Capitally? Capitally offers portfolio management, investments tracking, portfolio rebalancing, and fee management for monitoring holdings and costs. It also includes financial analysis, risk management, benchmarking, and modeling & simulation, plus customizable reports, data visualization, and an API for reporting, statistics, and data import/export. Getting Started and Support ### What training and onboarding options does Capitally offer? Capitally provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos support visual, self-paced learning for users who want to review steps and product functions on their own schedule. Getting Started and Support ### What customer support options does Capitally offer? Capitally offers Email/Help Desk, FAQ/Forum, and Knowledge Base support. These channels give users written help for common questions and account issues. No reviewer feedback about support quality is available here, so no claims can be made about response times, helpfulness, or common frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications Capitally 17 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Purchase and track both bonds and stocks in the portfolio Alter the layout and content of reports Import and export data to and from software applications Track collected or paid charges for services performed or access granted Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Used by retail investors and active traders/day traders Monitor capital allocation and asset prices over time Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Interact with data visualization elements, such as charts and graphs, to drill down into data ## Pricing Free Trial Founders €5.00 Flat Rate,Per Month Founders Yearly €50.00 Flat Rate,Per Year ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.