Capitl
Manage investments and UK taxes in one private, unified dashboard
ABOUT THE APPCapitl is a privacy-first portfolio manager for self-directed investors who want a single view of their wealth across many asset types. It’s designed for people tracking UK taxes and planning long-term investment outcomes.
Track investments and holdings (stocks, crypto, property, pensions, bonds, cash, and collectibles) in one dashboard with live prices. Get UK tax support including CGT calculations (Section 104 pooling, FIFO/HIFO/LIFO, carried-forward losses) and SA108 export. Monitor ISA and pension allowances with progress toward limits, and use planning tools including scenario projections and comparisons.
Capitl also supports multi-currency reporting with FX conversion and staleness warnings, CSV import with broker auto-detection and inline error checks, and export for CSV/PDF. Alerts can evaluate conditions in the background and send emails.
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activitytrackeralertsanalyticsfinancepersonalfinanceprivacy
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