Portfellow vs Capitally
Compare Portfellow and Capitally to find the best portfolio tracker for your investment needs. See how they stack up on features, privacy, and pricing.
Quick Comparison
| Feature | Capitally | Portfellow |
|---|---|---|
| Best For | Privacy-focused investors who prioritize end-to-end encryption and local data storage | Investors with diverse, global portfolios across multiple asset classes. |
| Asset Tracking | Stocks, ETFs, bonds, crypto, real estate. Good support for stock options | Stocks, ETFs, Crypto, Cash, Funds, Real-estate, Rentals, Deposits, Art, Collectibles, Ventures and more. |
| Liability Tracking | Basic liability tracking available | Fully supported (mortgages, loans, short positions). |
| Data Import | CSV/Excel import, some broker integrations. No direct bank connections | Manual CSV imports for supported brokers. Powerful CSV/Excel/JSON imports with reusable logic & easy undo. |
| Multi-Currency | Good multi-currency support with Euro pricing | Freely change portfolio currency, transact in any currency including crypto and custom. |
| Privacy & Security | End-to-end encryption, local data storage option | compare.portfellow.privacy |
| Portfolio Sharing | No portfolio sharing features | Full support with granular view/edit permissions for family and advisors. |
| Free Trial | 14-day free trial, no free tier | Full-featured 14-day free trial for all plans. |
Which Platform is Right For You?
Portfellow
RecommendedBest for investors who want automatic bank connections, family sharing, and mobile apps.
- Direct bank integrations (2000+ connections)
- Native mobile apps for iOS and Android
- Family portfolio sharing features
- Free tier with 10 holdings to start
Capitally
Best for privacy-focused investors who prefer end-to-end encryption.
- End-to-end encryption for data security
- Local data storage option
- Built-in tax calculator
- Stock options tracking
Key Advantages of Portfellow
Direct Bank Connections
Connect directly to 2000+ European banks and brokers for automatic portfolio syncing.
Portfolio Sharing
Share portfolio access with family, advisors, or trusted individuals with customizable permissions.
Mobile Apps
Native iOS and Android apps for tracking your portfolio on the go.
Comprehensive Reports
Generate detailed reports for cash flow forecasting, tax reporting, and portfolio analysis.
TradingView Integration
Connect with TradingView for advanced charting and technical analysis.
Free Tier Available
Start tracking your investments for free with 10 holdings, no credit card required.
Detailed Comparison
Integrations & Import
Asset Classes
Analytics & Performance
Additional Features
Pricing & Plans
Which Platform Fits Your Needs?
Choose Portfellow if you:
- Want direct bank connections for automatic syncing
- Need mobile apps for portfolio tracking
- Want to share portfolios with family or advisors
- Prefer a free tier to get started
- Need comprehensive monthly email reports
Consider Capitally if you:
- Prioritize end-to-end encryption
- Want local data storage options
- Need detailed stock options tracking
- Want built-in tax calculations