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.
First of all - there's the Onboarding section right within the app, that will guide you through the process with articles and how-to videos relevant to what you want to track.
If you want to binge-watch all our onboarding videos - check out this video playlist. 🍿
Help articles
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 Data
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.