Market Data

We currently support the following assets and markets. You can search for them by their name, symbol, or ISIN number. The assets should have a history of end-of-day market prices dating back to 1990, along with splits and merges. Dividend history comes with stocks and ETFs; our provider does not supply distributions for mutual or index funds, and coverage on smaller regional exchanges is sometimes incomplete - Why are dividends missing or incomplete? covers what to do in either case.

Some assets may be listed on multiple exchanges. In these cases, we group them into a single listing by their ISIN number and choose the market with the longest historical data. You can always change the data source in the asset's Price tab.

Delisted indices are also supported, and you can search for them as usual. The closing price from their last trading day will be used for any subsequent dates.

If you encounter any issues with the provided information, please let us know.

Our data provider is EODHistoricalData.

Data Freshness

Capitally is a portfolio tracker, not a trading platform, so the prices here are not live. US stocks and ETFs, currencies and crypto refresh at most every 30 minutes during market hours and lag the exchange feed by roughly 15 to 45 minutes. Everything else is an end-of-day closing price, which means that during a session you are usually looking at the previous close.

End-of-day prices are posted after the market closes, with a delay that depends on the market:

• 15 to 60 minutes for NYSE and NASDAQ
• until 12:00 UTC for US mutual funds and OTC markets
• up to 3 hours for other exchanges

Real-time and intraday feeds are licensed per exchange and built for trading. The numbers a tracker exists to produce — returns, allocation, income, tax — are computed from closing prices anyway, so a price that differs from your broker's screen right now does not change them.

Stocks

We support regular stocks from the following markets. You can use the provided suffixes when searching for symbols (eg. AAPL.US)

North America

• 🇨🇦 Canada: Cboe Canada (NEO) (NEO, CA)
• 🇨🇦 Canada: Toronto Exchange (TSX, CA)
• 🇨🇦 Canada: Venture Exchange (V, CA)
• 🇲🇽 Mexico: Mexican Exchange (BVMF, MEX, MX)
• 🇺🇲 United States: CBOE (BATS, US)
• 🇺🇲 United States: NASDAQ (NASDAQ, US)
• 🇺🇲 United States: New York Stock Exchange (NYSE, US)
• 🇺🇲 United States: NYSE ARCA (NYSE, NYSEARCA, US)
• 🇺🇲 United States: NYSE MKT (NYSE, US)
• 🇺🇲 United States: OTC Markets (OTC, US)

Europe

• 🇦🇹 Austria: Vienna Exchange (AT, EU)
• 🇧🇪 Belgium: Euronext Brussels (BE, EU)
• 🇨🇭 Switzerland: SIX Swiss Exchange (SWX, CH, EU)
• 🇨🇿 Czech Republic: Prague Stock Exchange (CZ, EU)
• 🇩🇪 Germany: Berlin Exchange (BER, DE, EU)
• 🇩🇪 Germany: Deutsche Börse Xetra (XETRA, XETR, DE, EU)
• 🇩🇪 Germany: Dusseldorf Exchange (DUS, DE, EU)
• 🇩🇪 Germany: Frankfurt Exchange (F, FRA, DE, EU)
• 🇩🇪 Germany: Hamburg Exchange (HAM, DE, EU)
• 🇩🇪 Germany: Hanover Exchange (HAN, DE, EU)
• 🇩🇪 Germany: Munich Exchange (MUN, DE, EU)
• 🇩🇪 Germany: Stuttgart Exchange (STU, DE, EU)
• 🇩🇰 Denmark: Copenhagen Exchange (DK, EU)
• 🇪🇸 Spain: Madrid Exchange (MA, BME, IT, EU)
• 🇫🇮 Finland: Helsinki Exchange (HEL, FI, EU)
• 🇫🇷 France: Euronext Paris (PA, EPA, PAR, FR, EU)
• 🇬🇷 Greece: Athens Exchange (ATHEX, ATH, GR, EU)
• 🇭🇺 Hungary: Budapest Stock Exchange (HU, EU)
• 🇮🇪 Ireland: Irish Exchange (IE, EU)
• 🇮🇸 Iceland: Iceland Exchange (IS, EU)
• 🇮🇹 Italy: Borsa Italiana (MI, MTA, IT, EU)
• 🇱🇺 Luxembourg: Luxembourg Stock Exchange (LU, EU)
• 🇳🇱 Netherlands: Euronext Amsterdam (AS, AMS, NL, EU)
• 🇳🇴 Norway: Oslo Stock Exchange (NO, EU)
• 🇵🇱 Poland: Warsaw Stock Exchange (WSE, WAR, PL, EU)
• 🇵🇹 Portugal: Euronext Lisbon (LS, LIS, PT, EU)
• 🇷🇴 Romania: Bucharest Stock Exchange (RO, EU)
• 🇷🇺 Russia: Moscow Exchange (MCX, RU)
• 🇸🇪 Sweden: Stockholm Exchange (SW, EU)
• 🇹🇷 Turkey: Istanbul Stock Exchange (BIST, IST, TR)
• 🇬🇧 United Kingdom: London Stock Exchange (LSE, LON, UK, EU)

APAC

• 🇦🇺 Australia: Australia Exchange (AU)
• 🇨🇳 China: Shanghai Exchange (SSE, CN)
• 🇨🇳 China: Shenzhen Exchange (SZSE, CN)
• 🇭🇰 Hong Kong: Hong Kong Exchange (HK)
• 🇮🇩 Indonesia: Jakarta Exchange (IDX, JKT, ID)
• 🇮🇳 India: Bombay Exchange (BSE, IN)
• 🇮🇳 India: National Stock Exchange (NSE, IN)
• 🇰🇷 South Korea: Korea Stock Exchange (KR)
• 🇰🇷 South Korea: KOSDAQ (KOSDAQ, KQ, KR)
• 🇱🇰 Sri Lanka: Colombo Stock Exchange (CSE, LK)
• 🇲🇾 Malaysia: Kuala Lumpur Exchange (KLSE, MY)
• 🇵🇭 Philippines: Philippine Stock Exchange (PSE, PH)
• 🇵🇰 Pakistan: Karachi Stock Exchange (KSE, PK)
• 🇸🇬 Singapore: Singapore Exchange (SGX, SG)
• 🇹🇭 Thailand: Thailand Exchange (SET, BKK, TH)
• 🇹🇼 Taiwan: Taiwan Exchange (TW)
• 🇻🇳 Vietnam: Vietnam Stocks (HNX, VN)

South America

• 🇦🇷 Argentina: Buenos Aires Exchange (BCBA, AR)
• 🇧🇷 Brazil: Sao Paolo Exchange (B3SA, SAO, BR)
• 🇨🇱 Chile: Chilean Stock Exchange (SNP, SSE, CL)
• 🇵🇪 Peru: Bolsa de Valores de Lima (BVL, LIM, PE)

Middle East & Africa

• 🇮🇱 Israel: Tel Aviv Exchange (TASE, TLV, IL)
• 🇸🇦 Saudi Arabia: Saudi Arabia Exchange (TADAWUL, SA)
• 🇿🇦 South Africa: Johannesburg Exchange (JSE, ZA)

ETFs

We offer ETFs from major US and EU exchanges - see above.

Mutual Funds

We list Mutual Funds from the following regions:

• United States (USFUND)
• Canada (TO)
• Western Europe (EUFUND)

Funds outside those regions have no automatic price feed, and neither do platform-only share classes, unit trusts, VCTs or workplace schemes such as Polish PPK, PPE and TFI units. Track them as custom assets and set the prices yourself. For Polish funds the unit price is refreshed with every transaction import, which for a retirement plan means an update on each monthly contribution; a community-maintained preset imports daily prices for most of them from analizy.pl.

Bonds and deposits

Government, eurozone government and corporate bonds are indexed and quoted, and you find them the same way as a stock — by name, ticker or ISIN. Coverage is thinner than for equities, so an individual issue can still be missing. Polish primary-market government consumer bonds (COI, EDO and the rest) work differently again: their prices follow fixed rules and are calculated rather than quoted, so search for them by name.

Forex currencies

We offer more than a 100 currencies, including precious metals (eg. XAU - Gold, XAG - Silver). Where no direct pair exists, the rate is chained through one or two intermediate currencies.

The supported currency symbols are:

AED, AFN, ALL, AMD, ANG, ARS, AUD, AZN, BDT, BGN, BHD, BIF, BMD, BND, BOB, BRL, BWP, BYN, BZD, CAD, CDF, CHF, CLP, CNH, CNY, COP, CRC, CUP, CVE, CZK, DJF, DKK, DOP, DZD, EGP, ETB, EUR, FJD, GBP, GBX, GEL, GHS, GMD, GNF, GTQ, HKD, HNL, HRK, HTG, HUF, IDR, ILS, INR, IQD, IRR, ISK, JMD, JOD, JPY, KES, KGS, KHR, KMF, KRW, KWD, KZT, LAK, LBP, LKR, LRD, LSL, LYD, MAD, MDL, MKD, MMK, MOP, MUR, MVR, MWK, MXN, MXV, MYR, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK, PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SCR, SEK, SGD, SLL, SOS, SVC, SZL, THB, TND, TOP, TRY, TTD, TWD, TZS, UAH, USD, UYU, UZS, VES, VND, XAF, XAG, XAU, XCD, XDR, XOF, XPD, XPF, YER, ZAC, ZAR, ZMW, ZWL

Precious metals

Gold (XAU) and silver (XAG) are quoted per troy ounce and update automatically, so physical bullion can be tracked at market value. Enter the quantity in troy ounces — a 1/4 oz coin is 0.25, a 100 g bar is 3.2151 — or keep the quantity in whole bars and convert the unit with a price formula such as price * 3.2151. See Tracking precious metals.

Exchange rates and currency conversion

Exchange rates come from the forex market through our data provider, using the closing rate published around 23:59 UTC. Every conversion uses the rate from the transaction's own date — the acquisition cost at the rate on the buy date, the proceeds at the rate on the sell date.

Where no direct pair exists, the rate is chained through a currency that has a quote on both sides — the currency either side is itself quoted in, or USD or EUR. A single intermediate covers almost everything; where it does not, two are chained, which is what lets a coin quoted in another coin reach an unrelated currency — SOL → BTC → USD → ISK.

Central bank rates (.CB)

Some currencies also come in a .CB variant carrying the official central-bank rate instead of the forex close: PLN.CB is the rate published by Narodowy Bank Polski, EUR.CB the ECB rate, NOK.CB the Norges Bank rate. They exist for jurisdictions whose tax authorities require an official rate — the Polish PIT-38 tax preset, for example, uses PLN.CB with the T-1 (previous business day) rate.

If a number does not match your central bank's published table, check which variant is selected. PLN and PLN.CB differ slightly by design, because they come from different sources. Polish tax reporting covers which of the two the Taxes Due report applies, and how the rate date is chosen.

Rates cannot be edited

Exchange rates are fetched automatically and cannot be set or overridden by hand, for any date. If you need full control over how one asset is valued in a particular currency, change that asset's currency to the one you want to manage: Capitally still fetches historical prices in the source currency and converts them, and you can then override individual price points in the asset's Prices tab. An asset trading in USD whose CAD valuation you want to control becomes a CAD asset with auto-converted history and hand-adjusted dates.

How far back the rates go

FX history does not run indefinitely, and NBP rates in particular start on 2 January 2002. When a transaction falls before the earliest rate available for its pair, the earliest available date is used instead, which can shift the effective date of purchases made in the 1980s and 1990s. Holding an asset in one currency inside a portfolio denominated in another can also raise warnings when the pair's history does not reach back far enough — viewing the project in USD, which has the longest history, is the usual workaround.

UK stocks: GBX and GBP

UK-listed shares are quoted by data providers in GBX (pence), and Capitally reflects that: 1 GBP = 100 GBX. A UK holding valued 100× too high or too low means the transaction prices and the asset's price scale disagree — prices arrived in pounds against a pence-priced asset, or the reverse.

Nothing is lost by converting between the two, so you can set the viewing currency to GBP, enter transactions in GBP, and change the asset's own currency to GBP. What matters is that each transaction's price matches its stated currency; if that holds, the calculations are correct whichever scale the asset uses. Transaction currency cannot be changed in bulk, so when the imported values themselves are wrong, correct the source file, delete the affected position and re-import.

Cryptocurrencies

We offer support for numerous cryptocurrencies, with prices obtained from various markets. A coin is quoted in USD, or in EUR where the provider lists no USD pair; a few are only listed against another coin and carry that coin as their currency. Unfortunately, it is not presently feasible to select a specific market source.

The most popular cryptocurrencies can be used throughout the app wherever a currency is required.

To narrow down the search when searching by their symbol, you can use the .CRYPTO suffix, like BTC.CRYPTO.

Market indexes

We offer popular indexes, like S&P500 or MSCI All world. To search them by their symbol, you can use the .INDX suffix, like GSPC.INDX .

Commodities

We offer various commodities that can be searched by their name or symbol (you can narrow them down by using .COMM suffix). Price data is sourced from various markets.

Economic indicators

Capitally provides a library of macroeconomic indicators for 60+ countries, sourced from Eurostat, the OECD, and the World Bank. They can be added as benchmarks to compare your returns against real-world economic data like inflation, housing prices, or interest rates.

The following indicators are available:

• CPI — Consumer Price Index, national, monthly
• HICP — Harmonised Index of Consumer Prices, EU-wide methodology, monthly
• HPI — House Price Index, quarterly
• CBRATE — Central Bank policy rate, monthly
• GB3M — 3-month government bond yield, monthly
• GB10Y — 10-year government bond yield, monthly
• GDP — GDP growth, quarterly or annual

Country coverage depends on the indicator and the data provider. EU and EEA countries are covered by Eurostat; other OECD members (US, Canada, Japan, Australia, etc.) are covered by the OECD; additional emerging markets are covered by the World Bank.

Search for them in the benchmark picker by country name (e.g. Germany stats) or indicator name (e.g. DE-CPI, DE-CBRATE)

If an asset is missing

If you cannot find an instrument by ISIN, ticker or name, we can ask our data provider to add it — send the ISIN to support and it is usually live in the app within about 24 hours. Where an ISIN exists it can be added in roughly 90% of cases. Choosing the right market symbol covers how to search before requesting, and how to track the instrument as a custom asset in the meantime.