Import from a broker or app

Step 1: Find the import preset for your broker

Capitally provides you with a variety of in-built import presets for common brokers and apps.

Step 2: Export Transactions From Your Broker

Next, export your transactions from your broker as per the instructions provided. After exporting, all you have to do is drag and drop the file into Capitally or open it directly.

Step 3: Match Your Assets

Once you've imported the file, Capitally will start matching the data to the existing assets in your project or find them on the market. Whenever an asset is encountered for the first time, we'll ask you to confirm if the proposed assets are correct. You can manually select from other matches or search for another symbol if needed. Creating a custom asset is also an option.

Importing multiple accounts from the same broker

To import multiple accounts from the same broker, simply choose a different account in Step 3.

Don't forget, you can also make a new account from the dropdown.

Sometimes, after importing another file, the final Summary (Step 5) might load immediately. Just click ← or Review data to return to the review screen and switch the account if needed.

If you're frequently handling multiple accounts, consider duplicating the import preset so each one imports into a separate account.

Step 4: Review Imported Data

Take some time to review the data in the table.

If you don't want to import a certain transaction - just change it's Status. Some of the transactions can be already ignored - either because they're not supported, or they're already imported - you can check the reason by hovering on the info icon next to status.

You can update the status of multiple rows at once by selecting them and changing the value on any of the rows.

Additionally, the rows can be sorted by clicking on the column headers for easier review.

Step 5: Final Validation

At the last step, we'll show you the final balances of all the positions you're importing so you can verify that everything is correct. After you confirm the import, you can always undo it if you notice any issues later - either from the toast message that appears or by using the Undo option in the top-right menu.

Troubleshooting Import Errors

If you encounter issues while importing, here are solutions to the most common problems.

File Format Issues

Import fails or shows garbled characters in Firefox

Firefox handles file encoding differently than other browsers, which can cause issues with files containing special characters (like Polish ą, ę, ś or German ü, ö).

To resolve this:

1. Try importing in Chrome, Edge, or another Chromium-based browser
2. If you must use Firefox, open the file in Excel or Google Sheets and re-export it as CSV with UTF-8 encoding

My broker changed their export format

Brokers occasionally update their export formats, which can break existing import presets.

If a built-in preset stopped working:

1. Try the import anyway - we may have already updated the preset
2. If it fails, email support@mycapitally.com with your broker name, a sample file, and the error message

We typically add support for format changes within a few days.

As a temporary workaround, click "Import any data" instead and map columns manually.

Asset Matching Problems

"No asset found" for a symbol I know exists

The symbol in your file might not match our database exactly. Try these approaches by clicking on the dropdown where the error is shown:

1. Search by ISIN number instead of ticker symbol - this is the most reliable method
2. Add the exchange suffix (e.g., AAPL.US instead of just AAPL)
3. Search by the company name
4. If the asset truly isn't in our database, create a custom asset

Wrong exchange was matched

If Capitally matched your asset to the wrong exchange:

1. Click the asset field in the import review
2. Select the correct symbol from the list
3. If not on the list, search for the correct symbol with exchange suffix (e.g., VOW3.XETRA for Volkswagen on Frankfurt)
4. You can also search by ISIN to see all available exchanges

Asset not in database at all

For assets we don't have (private equity, some foreign funds, etc.):

1. Click the asset field and select "Create custom asset"
2. Enter the asset name, type, and currency
3. You can set up manual prices later, as we'll use the transaction's price as the cost-basis

Common Error Messages

"No account found with name X"

The preset is looking for an account that doesn't exist in your project.

Click the account dropdown in the import screen and either:

• Select an existing account from your project
• Click "Create account" to add it

"Market prices can be set only for assets already in the project"

You're trying to import balance data that includes a price column, but the asset doesn't exist yet.

Solution:

1. Go back to column mapping
2. Remove the market price mapping (click the trash icon)
3. Or import transactions first, then import prices separately

Still Having Issues?

If none of these solutions work:

1. Try the Import any data option and create a custom mapping
2. Send your file to support@mycapitally.com and we'll fix our preset to handle it properly. Please include which broker/format you're importing and what error you see