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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

The Dividend Tracker application enables users to create various stock lists while also offering a view of their dividend payment history. Users can assess a stock's potential yield based on its past dividend payments and have the capability to organize their stock lists either by name or yield. Additionally, the app allows for the input of the number of shares owned for each stock, providing insights into annual dividends and upcoming payment schedules. On the detail screen, users can also input information about stock splits and add personal notes for each ticker symbol. If a stock category is empty, it can be removed from the list. To delete a list, navigate to Settings -> Manage Lists and perform a long click on the desired list name, which will prompt a List Delete dialog. A simple click on the list name will bring up a List Rename dialog for easy adjustments. Furthermore, Dividend Tracker can calculate and display the average dividend yield for each stock category, a feature that can be activated in the Settings menu. This comprehensive functionality helps investors stay organized and informed about their investments.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Sheets
Microsoft Excel

Integrations

Google Sheets
Microsoft Excel

Pricing Details

€7 per month
Free Trial
Free Version

Pricing Details

Free
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

EKC Software

Website

divtrack.blogspot.com

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

Alternatives

Alternatives

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