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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
An intuitive and straightforward design allows for quick status updates, showcasing your daily agenda, planned activities, and future vacations. Effortlessly manage your time and scheduling by simply dragging and dropping tasks. Maintain complete oversight with detailed ongoing project evaluations, which include budget tracking and historical data. View your information from various perspectives, making it suitable for everyone, from executives to trainees. You can explore Zeitgeber free of charge for a 14-day trial, during which you can add as many users as you wish and experience all the program's features. To keep using the service beyond the trial, a credit card payment is necessary, but you won't incur any charges until then. Should you choose not to continue, your account will eventually be deactivated. You have the option to subscribe to Zeitgeber at any point following your trial, with a monthly fee of 5.00 € per user or an annual subscription rate of 50.00 € per user, which breaks down to 4.50 € monthly per user. Moreover, this flexible pricing structure ensures that you only pay for what you need as your team grows.
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 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
Zeitgeber
Country
Germany
Website
getzeitgeber.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
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies