• Help
    • Blog
    • Community
    • Roadmap
    • Performance Analysis
    • Wealth Tracker
    • Dividend Tracker
    • Options Tracker
    • Excel alternative

Reports

Help

The Reports section provides reports that are tailor-made for particular scenarios, unlike the Portfolio, which is primarily aimed at exploring and managing your assets.

At present, there are two reports available – Taxable Income and Taxes Due – but you can expect more to be introduced later on.

Previous
Troubleshooting Data Issues
Next
Taxable Income Report
  • Overview
      • Desktop & Mobile App
        • Market Data
          • Is my data safe?
            • Calculating returns
              • Getting help
              • Concepts
                  • Portfolio
                    • Accounts
                      • Assets
                        • Asset Positions
                            • Transaction Lots
                              • Position Units
                              • Transactions
                                  • Account Balance
                                  • Tags
                                    • 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
                                                                                                                              • Capitally - Featured on Startup Fame
                                                                                                                              • Capitally - Go beyond spreadsheets, take control of your investments. | Product Hunt
                                                                                                                              Info
                                                                                                                              AboutPricingChangelogRoadmap
                                                                                                                              Resources
                                                                                                                              BlogHelpCommunityF.A.Q.Status
                                                                                                                              Features
                                                                                                                              Performance AnalysisWealth TrackerDividend TrackerOptions Tracker
                                                                                                                              Compared to
                                                                                                                              Tracking in ExcelSharesight AlternativeSnowball AlternativeKubera AlternativeGetquin Alternative
                                                                                                                              Legal
                                                                                                                              Terms of ServicePrivacy PolicyPrivacy Settings
                                                                                                                              EnglishPolish

                                                                                                                              Made with ❤️ & 🔥 by CAPITALLY p.s.a. in Warsaw, Poland, EU

                                                                                                                              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