Tracking Collectibles

Many people allocate a significant proportion of their wealth in various collectibles, like paintings, sculptures, antiques, cars, watches, stamps, cards, NFTs etc. Capitally is a great place to see that allocation, organise your assets and compare them against the rest of your portfolio.

The market prices are not automated - you will need to update them from time to time yourself.

Importing Your Collectibles and ArtCopy

Create a custom asset for each of your collectibles using the Valuable or Art type. If you own a large collection, you can group similar items (like NFTs from the same category) under a single asset if their market price is roughly the same.

  • Create a custom asset for each collectible or piece of art you own.

  • For large collections, group similar items under a single asset.

  • If you have different types of valuables, create Tags or a custom Market to group them together.

  • Add personal notes using Markdown notation to each asset. Include descriptions, links or images for better organization.

  • Create a Buy transaction with quantity set to 1 (or more if you buy a pack) for each asset. Remember to set the current Market Price when creating the first transaction.

Tracking Expenses and IncomeCopy

Capitally allows you to track all expenses related to your collectibles and art. This includes repairs, maintenance costs, and any other related expenses. You can track these using the Other transaction type.

  • Track one-off expenses with the negative Value option. This affects only the Return on Investment.

  • Track repetitive expenses with the Fees option. This affects both Return and Fees metrics.

  • If you're renting out your property, track any income with the Rent Payment transaction. This will calculate the Fixed-Income and Yield your property is generating.

Updating Market PricesCopy

It's good practice to update the current Market Price of your assets from time to time. If you have a large collection and a data-source that can provide you with prices in bulk, you can create an Import Template that will update the market prices in one go.

Exploring Your PortfolioCopy

Portfolio section allows you to compare the allocation, gains, and costs across all the assets in your portfolio, including Bonds, Stocks and Real Estate.

Remember, if you've been tracking all this in a spreadsheet before, you can easily create an import template and import everything in one go. If you plan to track the expenses and income in a spreadsheet or app alongside Capitally, remember that you can also create a template for Copying&Pasting the data, which will save you from exporting it.