Mycapitally

A portfolio tracker that aggregates all investments in one place, solving the problem of fragmented financial data across brokers and accounts. It targets individual investors, executives, and finance professionals who want to monitor net worth, performance, dividends, and taxes. The product is positioned as a privacy-focused alternative to aggregator-based tools, with end-to-end encryption and CSV import, and is delivered as a SaaS with a free tier.

Key features

• Track stocks, ETFs, crypto, options, real estate
• Realized and unrealized returns in any currency
• TWR, MWR, IRR, and ROI calculations
• Benchmark against any index or custom portfolio
• Dividend tracking with forecast and DRIP
• Capital gains tax calculator with cost basis methods
• Return attribution by position, asset class, currency
• Custom assets and liabilities tracking
• Multi-currency with FX attribution
• Import from brokers via CSV or direct
• End-to-end encryption on device
• No Plaid, no aggregators, no broker linking
• Export data anytime, no lock-in
• EU-hosted, GDPR by design