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What is FastTrack?

FastTrack operates as a robust platform for investment research and portfolio analysis, delivering both investors and financial professionals access to premium market data, sophisticated analytics, and an array of tools for screening, comparing, and modeling investments across a diverse range of asset classes, such as stocks, mutual funds, ETFs, and indexes, all supported by over 35 years of validated, dividend-adjusted historical data. This platform simplifies the investment research experience by allowing users to efficiently sift through thousands of securities with advanced comparison functionalities, create tailored rankings based on criteria such as risk, return, and costs, and perform thorough portfolio evaluations to measure performance or investigate new strategies during various market conditions. FastTrack also boosts its capabilities by offering flexible analysis across different time frames beyond conventional intervals, complemented by an extensive suite of risk and return metrics, alongside visual tools like dashboards, charts, heatmaps, and detailed reports that assist users in interpreting their results. Furthermore, it includes APIs and Excel add-ins for straightforward data integration and export, as well as model portfolios, giving users the power to implement and visualize their investment strategies effectively. In addition to these features, FastTrack's user-friendly interface ensures that both novice and experienced investors can leverage its tools with ease, ultimately fostering more informed investment decisions and strategic planning. Overall, FastTrack is meticulously designed to provide users with the critical resources needed to navigate the complexities of investing confidently.

What is Capitally?

Capitally provides a robust investment management platform designed to empower users in effectively monitoring, understanding, and refining their investment strategies. By integrating multiple accounts into a unified interface, it allows for the simultaneous tracking of various asset classes, which aids users in analyzing their allocations across different categories while observing changes over time. The platform presents essential performance metrics, including realized and unrealized returns, ROI, TWR, MWR, and IRR, and enables comparisons with any chosen benchmark for deeper insights. Furthermore, users can analyze investment fees and passive income sources, track upcoming and projected dividends, and evaluate diverse income streams such as dividends, rent, and interest, along with an overview of yield, yield on cost, and growth. Capitally also supports automatic reinvestment options and Dividend Reinvestment Plans (DRIPs) to help users maximize their investment potential. With sophisticated charting features and comparative tools, users can pinpoint influences on returns, concentrate on particular time frames, and dissect returns into components such as capital gains, currency shifts, dividends, and fees for a comprehensive analysis. This holistic investment management solution not only serves as a crucial tool for both novice and seasoned investors but also encourages a proactive approach to achieving financial success. By fostering a deeper understanding of investment dynamics, Capitally enhances users' ability to make informed decisions that align with their financial goals.

Media

Media

Integrations Supported

Microsoft Excel
Google Sheets

Integrations Supported

Microsoft Excel
Google Sheets

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

€7 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Investors FastTrack

Date Founded

1989

Company Location

United States

Company Website

fasttrack.net

Company Facts

Organization Name

Capitally

Company Location

Poland

Company Website

www.mycapitally.com

Categories and Features

Categories and 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

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