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Importing Data

Help

There are multiple ways to import your data into Capitally. Please review their respective guides:

  • Import from a broker or app

  • Import from a file

  • Import by copy&paste

  • Adding transaction manually

  • Adding custom assets

  • Setting custom asset prices

In case of issues, checkout Troubleshooting Data Issues.

And if it's time to export, head on to the Exporting Data guide.

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    • Import from a broker or app
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Please note that Capitally is a tool for tracking and managing your investment portfolio and does not provide investment advice. All investment strategies and investments involve risk of loss. Nothing on this platform should be construed as investment advice or a recommendation to buy or sell any security, investment product, transaction, or strategy. You are solely responsible for your investment decisions.© Copyright 2025 CAPITALLY p.s.a. All Rights Reserved

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