Tracking Cryptocurrencies

Capitally supports a vast array of crypto tokens - more than a couple thousands. Their close prices are taken from major exchanges - there is currently no way to choose a specific one, but if you need the close price to be very specific, you can always set the prices manually.

Importing Transactions

Capitally allows you to import transactions directly from your crypto exchange. This means you just need to upload the exported list of transactions whenever you make a purchase, sell, or receive dividends. Don't worry about duplicates, as Capitally automatically removes them.

If Capitally doesn't support your exchange directly, you can either send us a sample or create your own template to facilitate easy imports.

You can also manually create transactions or update balances periodically if you prefer not to export transactions from your exchange.

While Capitally is not currently connected to the blockchain, you can still import your on-chain transactions to the app if you can export them to a CSV file.

When a Token Is Missing

Before concluding a coin is not covered, search for it twice: by its symbol (ETH, BTC) and with the .CRYPTO suffix (ETH.CRYPTO). Most major coins and a large share of altcoins are there with automatic pricing. If a bare ticker returns a stock or a delisted asset instead, add the word crypto to the search term to narrow it down.

If the coin genuinely is not listed, send its name and a CoinMarketCap link to support@mycapitally.com. The data provider usually adds it within about 24 hours. Meanwhile, create a custom asset for it and set its prices manually so the position still counts toward your portfolio.

Matched to the wrong asset

Crypto tickers collide with stock tickers and with delisted assets, and a position matched to the wrong one will price near zero or stop updating altogether. Fix it on the asset rather than by re-entering transactions: edit the asset, open the Prices tab and change Source prices using this market symbol to the right entry. Your transactions stay untouched.

Missing prices on old transactions

A "price data only available from [date]" warning on an old crypto transaction is often about the currency conversion rate, not the coin's own price history. Check which currency the transaction uses and which currency you are viewing the portfolio in — USD has the longest history. Adding a single manual price entry for that date clears the warning; see Prices, symbols and market data for the full checklist.

Tracking Staking and DeFi Earnings

By default, Capitally does not add staking earnings like it does with stock dividends. However, you can import them from your exchange or manually add them like any other transaction.

For repetitive earnings such as staking rewards or P2P loan interest, it's best to track them using Dividend or Interest transactions. This will allow you to see your Yield on Cost for crypto fixed income.

Using Crypto as Currency

You can use major tokens — BTC, ETH, USDT and many others — anywhere Capitally accepts a currency: as a transaction's currency, for fees, or as the currency you view your portfolio in. Custom crypto assets work too, as long as they have a symbol. That is how you record buying one coin with another, or exchanging fiat for crypto.

Recording a conversion

Record a conversion — fiat to fiat, fiat to crypto, or crypto to crypto — as a single Buy or Sell. The two forms are equivalent, so use whichever matches the way your statement reads. Taking an exchange of 140,000 EUR into 22,400,000 JPY at 160 JPY per euro:

Buy the target currency

• Asset: JPY
• Quantity: 22,400,000
• Transaction currency: EUR
• Rather than typing the price, click the edit icon next to Transaction value and enter 140,000 — Capitally computes the price for you

Sell the source currency

• Asset: EUR
• Quantity: 140,000
• Price: 160 (the price of one EUR in JPY)
• Transaction currency: JPY

Use Convert only for a token migration — a swap or chain upgrade where one token replaces another and your cost basis should carry over. For an exchange trade, Buy or Sell is the right type; see Transactions.

A worked chain: EUR to USDT to BTC

1. Add an Account Balance on EUR to set your starting cash — say 100 EUR.
2. Buy USDT with EUR as the transaction currency.
3. Buy BTC with USDT as the transaction currency. The fee may be charged in a third currency (EUR or USDT) — enter it in the currency you were actually charged.
4. Compare the resulting EUR and USDT balances with the exchange and correct any difference with an Account Balance transaction.

Automatic cash tracking debits and credits the currency side of each transaction once it is enabled, so those balances largely maintain themselves — step 1 sets the opening balance and step 4 is the periodic check. Balances held in crypto are worth reconciling against the exchange after every import.

Entering each leg by hand gets tedious quickly. For anything beyond an occasional trade, import from the exchange and correct the currency balances periodically with Account Balance transactions instead.

Exploring Your Portfolio

Use the Portfolio section to easily compare returns, transaction fees, and fixed income across all your crypto and other types of investment.

You can also compare yourself to benchmarks — stack up to 10 market indexes, ETFs, custom assets, or even a buy-and-hold version of your own portfolio, all at the same time.

Tax Reporting

When tax season rolls around, you can utilize the Taxable Income Report, which includes all your transactions with an accurate cost-basis calculated in a First-in, First-out order. This report can then be provided to your accountant or used as a reference for completing your taxes on your own in a spreadsheet.