CapitlyBudget, net worth and investments in one place

Capitly brings your budget, net worth and investments together in a single web app: you see where your money goes, what you own and how it evolves. Who is it for? People who save and invest (stocks, ETFs, crypto, real-estate crowdfunding, buy-to-let) and want clear tracking without maintaining a spreadsheet. Features • 50/30/20 budget: income, expenses and savings allocation rules, complete and free. • Portfolio: cash, stocks / ETFs and crypto, with refreshed prices and valuation in euros. • Performance history and diversification advice. • Real-estate crowdfunding: project tracking and expected-return projections. • Buy-to-let: yield simulator (gross, net, net of tax), French tax regimes (unfurnished, LMNP, SCI) and cash flow, plus a market-rent estimate. • AI assistant: net-worth analysis, financial health check and budget coach. • Alerts, CSV export / import and a monthly PDF report. • Multiple portfolios with the Pro plan. Security Each account's data is strictly isolated, and two-factor authentication (MFA) is available. Pricing The budget stays free. The Plus (€3.99 per month, or €2.99 per month billed yearly) and Pro (€7.99 per month, or €5.99 per month billed yearly) plans unlock unlimited assets, crowdfunding, long history and the AI assistant. Capitly is a tracking and simulation tool: it does not provide investment advice.