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Welcome to Capitally's documentation! 👋

Check the list of articles to find what you're looking for.

We've done our best to cover all the bases, but if you find that something is missing or if you have any questions or concerns, please don't hesitate to reach out.

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Overview
  • Overview
    • Desktop & Mobile App
    • Market Data
    • Is my data safe?
    • Calculating returns
    • Getting help
  • Concepts
    • Portfolio
    • Accounts
    • Assets
    • Asset Positions
      • Transaction Lots
      • Position Units
    • Transactions
      • Account Balance
    • Tags
    • Taxes
      • Tax Presets
    • Taxonomies
    • Bookmarks
    • Changes History
    • Programmable Presets
  • Getting Started
    • Organizing portfolio
    • Tracking Stocks & ETFs
      • Tracking Dividends
      • Choosing the right market symbol
    • Tracking Cash
    • Tracking Real Estate
    • Tracking Cryptocurrencies
    • Tracking Bonds & Deposits
    • Tracking Mutual Funds
    • Tracking Ventures and Passive Income
    • Tracking Collectibles
    • Tracking Shorts and Options
    • Tracking Debt
  • Importing Data
    • Import from a broker or app
    • Import from a file
      • Importing in advanced mode
      • Transaction Properties Reference
    • Import by copy&paste
    • Add transactions manually
    • Adding custom assets
    • Setting custom asset prices
    • Interest-based pricing
    • Exporting Data
    • Troubleshooting Data Issues
  • Reports
    • Taxable Income Report
    • Taxes Due Report
  • Early Access Features
    • Formulas
    • Price Formulas
  • Capitally - Featured on Startup Fame
  • Capitally - Go beyond spreadsheets, take control of your investments. | Product Hunt
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Please note that Capitally is a tool for tracking and managing your investment portfolio and does not provide investment advice. All investment strategies and investments involve risk of loss. Nothing on this platform should be construed as investment advice or a recommendation to buy or sell any security, investment product, transaction, or strategy. You are solely responsible for your investment decisions.© Copyright 2025 CAPITALLY p.s.a. All Rights Reserved

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