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Capitally logo

Capitally Pricing

mycapitally.com · Investment Portfolio Management · refreshed 2026-05-06
Investment Portfolio Management
Self-serve checkout
1 tiers
Public API
Quick answer

Capitally offers a free tier; paid plans contact sales. 3 tiers total including a free tier.

Page fetched 2026-05-09 · mycapitally.com · Tier-based subscription
Capitally pricing page screenshot — https://www.mycapitally.com/pricing
Source · live pricing page on 2026-05-06

www.mycapitally.com/pricing

Open
Pricing
Capitally pricing
As of 2026-05-09 · www.mycapitally.com/pricing
Sailor
Contact sales
1 Project
50 Assets
25 Years of historical data
Full reporting & analysis
Navigator
Contact sales
Everything in Sailor
5 Projects
Unlimited assets
30+ years of historical data
Captain
Contact sales
Everything in Navigator
Unlimited projects
Stock options
Private Equity
Open live pricing pageSee agent-readiness analysis
Frequently asked
Capitally pricing FAQ

Yes — Capitally publishes a free tier. 14 day trial, no credit card.

Yes — Capitally's purchase motion is self-serve. A checkout URL is published on the pricing page. No demo is required.

xpay scored Capitally as human-assisted: some plans are self-serve, others require sales contact. Capitally's pricing URL resolves, but plan structure is not surfaced clearly enough for an agent to enumerate without hand-parsing. No per-unit price was found on the page; an agent has no direct way to estimate the cost of a single task. Self-serve signup exists alongside a sales-led / custom tier. Public API documentation is reachable without an auth wall. For the full purchase simulation see the linked Agent-Ready Index scorecard.

In the Investment Portfolio Management category, xpay's Agent-Ready Index lists alternatives ranked by their ability to support AI agent purchase. Visit the agent-readiness scorecard for Capitally to compare with 3 nearest peers.

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AI agent readiness
Can an AI agent buy from Capitally?
Partially Agent-Ready

46

/ 100 in xpay's Agent-Ready SaaS Index

Capitally scores 46/100 on xpay's Agent-Ready Index v2: partial pricing visibility; self-serve checkout is available.

See the full scorecardIncludes the 6-step agent purchase simulation, score breakdown across 7 dimensions, and the one-line fix that would lift Capitally into the Agent-Ready Verified band.
Quick facts
At a glance
Free access

14 day trial, no credit card

Billing cycle

Monthly or annual

Lowest paid

Sales-led

Self-serve checkout

No

Tier count

3

Pricing model

Tier-based subscription

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robinhood.com
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Portseido

portseido.com
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Capitally pricing summary derived from a live read of https://www.mycapitally.com/pricing on 2026-05-06. For the agent-readiness assessment — including the 6-step purchase simulation and a per-dimension scorecard — see xpay's Agent-Ready SaaS Index entry for Capitally.

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