Exporting Data

We understand that having access to your data in a format that works for you is crucial. That's why we've made it easy for you to export your data in multiple ways. Here's how you can do it.

Full Export in JSON

You can export the whole portfolio in a JSON format by going to Settings -> Export Data.

This will allow you to export everything you've input into the app, including your assets, manual market prices, import templates and project settings. Essentially, this is the full internal state of the application.

If you need to, you can import that JSON back into the app by using the Data Exported from Capitally import preset.

Export any table

Anything you see in a table can be exported. This allows you to take your data analysis outside of Capitally and use it in other applications or reports.

Available formats

Click the export menu icon above any table to choose from:

• CSV - comma-separated values, opens in any spreadsheet app
• Excel - native Excel format (.xlsx)
• Clipboard - copy data directly, paste into any application
• Print - send to your printer or save as PDF

What gets exported

The exported data matches exactly what you see in the table:

• Same columns in the same order
• Same rows based on your current expand/collapse state
• Group headers and totals are excluded

Export Selected Items

Sometimes you need to export just specific items rather than entire tables. You can select individual transactions, positions, or other items and export them in a CSV, XLS, PDF or Capitally's JSON format - perfect for reimporting into another project.

1. Navigate to any portfolio view
2. Click the checkbox button in the top-left corner of the table to enable multi-selection
3. Select the rows you want to export - click individual checkboxes or use the header checkbox to select all visible. You can check the group header to select all items within a group
4. Click Export in the action bar that appears at the bottom

Export selected positions

You can also export entire positions, which includes both the position data AND all underlying transactions and assets.

1. Navigate to Portfolio and select the Positions grouping, or open a specific account
2. Enable multi-selection using the checkbox button
3. Select the positions you want to export
4. Click Export -> Export Items

This is particularly useful for:

• Transferring an account to another project - select all positions in an account and export them
• Splitting a project - export specific positions to move them to a new project
• Sharing data for troubleshooting - export relevant positions to share with support
• Creating partial backups - back up specific parts of your portfolio

Import exported items

To import the exported items into the same or different project:

1. Go to Import
2. Select Capitally from the list of presets
3. Upload the exported JSON file
4. Review and confirm the import

Items with new IDs will be added. Items with existing IDs will be merged with your current data.