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Choose an article from the menu on the left to learn how to track your investments, analyze portfolio performance, and monitor your net worth with our powerful wealth management software.

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  • Overview
      • Desktop & Mobile App
        • Market Data
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            • Calculating returns
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              • Concepts
                  • Portfolio
                    • Accounts
                      • Assets
                        • Asset Positions
                            • Transaction Lots
                              • Position Units
                              • Transactions
                                  • Account Balance
                                  • Tags
                                    • Benchmarks
                                      • Lot Groups
                                        • Taxes
                                            • Tax Presets
                                                • Tax Preset Reference
                                                • Cost Basis Methods
                                                • Taxonomies
                                                  • Bookmarks
                                                    • Changes History
                                                      • Programmable Presets
                                                      • Getting Started
                                                          • Organizing portfolio
                                                            • Tracking Stocks & ETFs
                                                                • Tracking Dividends
                                                                  • Choosing the right market symbol
                                                                    • Recording Corporate Events
                                                                    • Tracking Cash
                                                                      • Tracking Real Estate
                                                                          • Tracking Mortgage
                                                                          • Tracking Cryptocurrencies
                                                                            • Tracking Bonds & Deposits
                                                                              • Tracking Mutual Funds
                                                                                • Tracking Private Equity
                                                                                  • Tracking Ventures and Passive Income
                                                                                    • Tracking Collectibles
                                                                                      • Tracking Options
                                                                                        • Tracking Short Positions
                                                                                          • Tracking Debt
                                                                                            • Tracking Black-box Investments
                                                                                            • Importing Data
                                                                                                • Import from a broker or app
                                                                                                  • Import from a file
                                                                                                      • Importing in advanced mode
                                                                                                        • Transaction Properties Reference
                                                                                                        • Import by copy&paste
                                                                                                          • Add transactions manually
                                                                                                            • Adding custom assets
                                                                                                              • Setting custom asset prices
                                                                                                                • Interest-based pricing
                                                                                                                  • Exporting Data
                                                                                                                    • Troubleshooting Data Issues
                                                                                                                    • Reports
                                                                                                                        • Taxable Income Report
                                                                                                                          • Taxes Due Report
                                                                                                                          • Early Access Features
                                                                                                                              • Formulas
                                                                                                                                • Price Formulas
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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.
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