Best Capitally Alternatives in 2026
The best Capitally alternative for most US dividend investors is REWD — a free tier with no holding cap, automatic sync across 40+ brokerages from $9.99/month, and 20+ FIRE calculators. Below: six alternatives compared on pricing, free tier, and brokerage sync. Updated August 2026.
Disclosure: REWD is the publisher of this comparison. Competitor pricing and limits verified against each provider's public website; we link every product so you can check for yourself.
Why investors look for a Capitally alternative
Capitally is built for a specific investor: European, multi-asset, privacy-conscious, and happy to trade convenience for control. Its data is encrypted on-device and it deliberately offers no broker linking — which means every update arrives by CSV paste or manual entry, forever. For US dividend investors the friction list is concrete: there is no free tier at all (14-day trial, then a minimum of €80/year), the entry tier caps at 50 assets and one project, there's no dividend safety scoring (it's a total-return tracker first), no native mobile apps, and no auto-sync story for US brokerages. The analytics are genuinely excellent; the workflow is the reason people leave.
The alternatives at a glance
| Tracker | Free tier | Paid from | Brokerage sync |
|---|---|---|---|
| 1. REWD | Unlimited holdings | $9.99/mo | 40+ (SnapTrade) |
| 2. Stock Unlock | 2 manual portfolios, limited data, 15-day sync trial | Pro $9/mo · Unlimited $24/mo | 30+ via SnapTrade (Pro: 1 broker; Unlimited: unlimited) |
| 3. YieldLens | 15 holdings, manual/CSV entry only | Plus $7.99/mo · Premium $12.99/mo · Pro $24.99/mo | ~6 US brokers auto-sync (Fidelity, Robinhood, E*Trade, Public, Chase, tastytrade); Schwab and Vanguard are CSV-only |
| 4. Beanvest | Free sample analyses for a handful of large caps | $79/yr Premium | None — the current product has no portfolio import at all |
| 5. Ghostfolio | Unlimited transactions and accounts (self-hosted, or feature-limited cloud) | Free (self-hosted) · Premium $48/yr (managed cloud) | None — manual entry or CSV/JSON import only |
| 6. Sharesight | 10 holdings | $19/mo Premium | 200+ brokers across 60+ markets |
#1 pick
REWD — best Capitally alternative for US dividend investors
REWD is a dividend tracker purpose-built for investors working toward financial independence: every dividend tracked automatically, forward income projections from real 5-year growth rates, and a planning suite Capitally doesn't offer.
- Automatic brokerage sync across 40+ US brokerages — Capitally has none, by design
- A real free tier with unlimited holdings vs no free tier and a 50-asset entry cap
- Dividend safety signals free (Capitally has no safety scoring)
- US-first: USD pricing, US brokerage roster, US dividend data
- 2,500+ stock research pages + 20+ FIRE calculators around the tracker
More Capitally alternatives worth considering
2. Stock Unlock
Analysis-first research platform with tracking. Pricing: Pro $9/mo · Unlimited $24/mo — annual: $7.50/$20 per month; Pro syncs 1 broker, unlimited brokers need the $24 tier.
- Deep fundamental data: 35 years of history, 170,000+ stocks and ETFs across 70+ exchanges
- Algorithmic 7-dimension stock scores plus an automated DCF/intrinsic-value calculator
3. YieldLens
Dividend-first tracker with margin tools. Pricing: Plus $7.99/mo · Premium $12.99/mo · Pro $24.99/mo — free capped at 15 holdings with no sync; even the $24.99 Pro tier caps at 3 broker connections.
- Genuinely dividend-first: safety scores, 12-month income calendar, historical income tracking
- 10–30 year income forecasts with DRIP modeling, plus FIRE/Coast/Barista calculators
4. Beanvest
Stock quality research service (tracker discontinued). Pricing: $79/yr Premium — research service — the Beanvest portfolio tracker was retired in October 2025.
- Proprietary 6-dimension quality scoring (moat, pricing power, financial strength, etc.) across 600+ companies
- Fair-value estimates with undervalued/overvalued flags
5. Ghostfolio
Open-source, self-hosted privacy tracker. Pricing: Free (self-hosted) · Premium $48/yr (managed cloud) — free cloud tier lacks allocations, summary, and benchmarks; Premium doesn't auto-renew.
- Fully open source (AGPLv3) and self-hostable — your data never leaves your hardware
- Genuinely anonymous cloud option: token sign-in, no email address collected
6. Sharesight
Global multi-currency tracker. Pricing: $19/mo Premium — free plan capped at 10 holdings.
- Tracks 700,000+ stocks across 60+ global markets
- Strong tax reporting (20-year history, multi-jurisdiction)
Capitally alternatives — FAQ
What is the best Capitally alternative?
For US dividend investors, REWD is the strongest Capitally alternative: a free tier with unlimited holdings, automatic sync across 40+ brokerages from $9.99/month, a free dividend safety score, and 20+ FIRE calculators. Capitally wins for European and multi-jurisdiction investors who prioritize privacy and total-return analytics across every asset class — its tax handling has no REWD equivalent. REWD wins for US dividend investors who want automatic sync, a free tier, and dividend-first tooling. Notably, Capitally's own best-dividend-tracker guide recommends other tools for aggregation users — the no-sync workflow is a deliberate choice, so pick by whether you want it.
Is there a free Capitally alternative?
Yes. REWD's free plan has no holding cap and includes dividend safety signals, 2,500+ stock research pages, and every calculator. For reference, Capitally's free tier is: None — 14-day fully-featured trial.
How much does Capitally cost?
Capitally is priced at Sailor €8/mo · Navigator €13/mo · Captain €25/mo (No free tier — 14-day trial, then from €80/yr; entry tier caps at 50 assets). Alternatives range from genuinely free (REWD free tier, Digrin) to $9.99–$19.99/month for automatic sync.
Why do investors switch away from Capitally?
Capitally is built for a specific investor: European, multi-asset, privacy-conscious, and happy to trade convenience for control. Its data is encrypted on-device and it deliberately offers no broker linking — which means every update arrives by CSV paste or manual entry, forever. For US dividend investors the friction list is concrete: there is no free tier at all (14-day trial, then a minimum of €80/year), the entry tier caps at 50 assets and one project, there's no dividend safety scoring (it's a total-return tracker first), no native mobile apps, and no auto-sync story for US brokerages. The analytics are genuinely excellent; the workflow is the reason people leave.
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