What is Capitally?
Your private, encrypted app for wealth tracking. Consolidate stocks, crypto, dividends, real estate and custom assets in one place. Deep performance insights, passive income forecasting, taxes and powerful customization. Your way to Financial Independence.
Problem
Users manually track investments across multiple platforms using spreadsheets, leading to time-consuming data entry, lack of encryption, and limited analytical capabilities.
Solution
A wealth management app that consolidates stocks, crypto, real estate, and custom assets in one encrypted platform. Users gain performance insights, passive income forecasting, tax tracking, and customization.
Customers
Individual investors, crypto traders, and real estate investors seeking privacy and holistic financial tracking, typically aged 25-45, tech-savvy, and focused on Financial Independence.
Unique Features
End-to-end encryption, multi-asset class tracking (including custom assets), passive income forecasting, and tax optimization tools.
User Comments
Simplifies portfolio management
Secure and private
Comprehensive asset coverage
User-friendly interface
Valuable for FI/RE planning
Traction
Launched on ProductHunt in 2023, details on specific metrics (e.g., revenue, users) are unspecified in provided data.
Market Size
The global wealth management market is projected to reach $1.2 trillion by 2025 (Statista).
