Capital & Currency Returns

January 9, 2024v1.18.0

Ever wondered actually how much you gain/loose from exposure to foreign currencies? Wonder no more. Capitally has now two additional columns - Capital Returns and Currency Returns which you can add to the table, plus you can check them broken down into sub-periods - just head over to Returns and choose the Periods chart.

Dashboard showing liquid assets performance with metrics like returns, return rate, fees, fixed income, and a detailed bar chart.

Plus in preparation for the upcoming taxes support, you can now add Tax Paid to your transactions, to log taxes withheld from your returns by the broker.