Getting Started

Hello there! 👋 Let's get you up and running with Capitally - get a unified view of your investment performance across multiple accounts and asset types. Start by checking the guides that apply to you:

If you encounter any issues while importing, check out the Troubleshooting Data Issues guide.

How to View Your DataCopy

Understanding your data is key. Checkout the Portfolio section overview which will show you how to use the most important section of the app.

Remember, it's completely fine if you don't get everything at once. Take your time, explore the app, experiment, use Undo and watch as you become a confident user of Capitally.

And if you get stuck along the way - let us know - we are here to help.