--- title: "Capitally Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Capitally Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/10012688/Capitally/" page_type: "product" language: "en" --- # Capitally Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[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 Free version not included 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://www.g2.com/products/capitally/claim_requests/new?auto=true) ## 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. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price €5 Flat Rate, Per Month Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (278) Value For Money 0.0 (0) Value For Money 4.1 (266) Customer Service 0.0 (0) Customer Service 4.5 (273) ## Capitally alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) [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 and investments tracking for investors and traders, along with portfolio rebalancing and risk management. It includes financial analysis, benchmarking, performance metrics, and modeling and simulation, plus customizable reports, reporting and statistics, visual analytics, data import/export, and an API. 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 provide visual walkthroughs that users can follow at their own pace. These training formats support self-paced learning and review. Getting Started and Support ### What customer support options does Capitally offer? Capitally provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These channels give users written help for common questions and issue resolution, with support centered on self-service guidance and ticket-based assistance through the listed options. ## Features AI summary Based on 877 Hedge Fund reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Capitally supports all three features that reviewers rate as most important: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams a clear view of portfolio results, make it easier to review investment data, and keep holdings organized over time, helping businesses make informed decisions and monitor performance more effectively. 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 18 features ### All Features - 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 - Fee Management: Track collected or paid charges for services performed or access granted - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - For Investors & Traders: Used by retail investors and active traders/day traders - Investments Tracking: Monitor capital allocation and asset prices over time - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Visual Analytics: 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.