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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Where most people start
These are the topics support hears about most often, with the article that answers each one:
- Import from a broker or app — presets, matching your assets, and what to do when the importer reports "No asset found" for a symbol you know exists.
- Recording corporate events — which transaction type to use when shares arrive without a purchase: employer stock, stock dividends, spin-offs, mergers, gifts.
- Troubleshooting the app — the app won't load, or two devices show different numbers for the same portfolio.
- Backing up and restoring your project — export to JSON, restore into a new project, and move an account between projects.
- Projects — creating, switching, merging and deleting them.
- Subscription and billing — plans and their limits, invoices, VAT, and changing plan.
- Is my data safe? — how the end-to-end encryption works, and what it does not cover.