Capitally

Passive income and DRIP-aware portfolio tracker. Explicitly models DRIP and stock dividend transactions. Multi-year income estimator using 5-year growth patterns. Dividend calendar with confirmed and estimated payouts.

Products & Services

Capitally Sailor

journal

Basic portfolio tracker with 1 project, 50 assets, 25 years history

14-day free trial

14-day trial

1 project
50 assets
Full reporting
End-to-end encryption

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Capitally Navigator

journal

Advanced tracker with 5 projects, unlimited assets, 30+ years history

14-day trial

5 projects
Unlimited assets
30+ years data
Advanced benchmarks

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Capitally Captain

journal

Premium tracker with unlimited projects, stock options, private equity support

14-day trial

Unlimited projects
Stock options tracking
Private equity
Tax-loss harvesting

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Capitally

Products & Services

Capitally Sailor

Capitally Navigator

Capitally Captain

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