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What is StockFly?

StockFly offers a platform for tracking your investment portfolio across multiple currencies, simplifying stock data comprehension, and planning your next steps in a safe, advertisement-free setting. Each transaction—be it a purchase, sale, or dividend—is adjusted based on the exchange rate from the relevant date, guaranteeing that the returns shown accurately represent your true profits. Users can conveniently upload their historical data in bulk, evaluate money-weighted returns, compare their performance to various indices and ETFs, and monitor dividends post-tax. The Explorer feature provides an analysis of trends, company valuations, financial stability, risks, and dividend safety. In addition, you have the capability to create hypothetical investment scenarios, set target allocations, and produce tax summaries that can be exported in PDF or Excel formats, thus enhancing your investment management experience. Moreover, StockFly empowers users to make educated financial choices by offering insights that cater specifically to the individual needs of their portfolios. This customization aids in navigating the complex world of investments more effectively.

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.

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Media

Integrations Supported

Google Sheets
Microsoft Excel

Integrations Supported

Google Sheets
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

$0
Free Version
Free Trial Offered?

Pricing Information

€7 per month
Free Version
Free Trial Offered?

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

StockFly

Date Founded

2026

Company Location

United Arab Emirates

Company Website

stockfly.app

Company Facts

Organization Name

Capitally

Company Location

Poland

Company Website

www.mycapitally.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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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