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What is Value Research?

Value Research is an advanced platform designed for efficient portfolio management, simplifying the process of monitoring and assessing investments. It enables effortless and automated transaction imports, offers in-depth performance analytics, and allows for side-by-side comparisons, supplemented by detailed tax statements that are prepped for filing. Moreover, it automatically tracks all dividends, bonuses, rights issues, and stock splits, enhancing the overall investment management experience. Users have the capability to monitor and manage their own as well as their family's investment portfolios within one convenient interface, establishing its reputation as the leading portfolio management tool in India. The platform supports a wide variety of investment vehicles, including mutual funds, stocks, NPS, PPF, sovereign gold bonds, and an assortment of fixed income options like InvITs and REITs. With a structured overview of investments, it not only reveals performance metrics but also identifies potential areas needing attention. Additionally, the dashboard offers insights into the categorization of investments and presents important performance indicators over time, complemented by a clear visual history of transactions. This comprehensive approach ultimately equips users with the knowledge necessary to make strategic investment decisions with confidence. In a rapidly changing financial landscape, having such a tool is invaluable for both seasoned investors and novices alike.

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

Google Sheets
Microsoft Excel

Integrations Supported

Google Sheets
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

Free
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

Value Research

Date Founded

1990

Company Location

India

Company Website

www.valueresearchonline.com/my-investments/

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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