When it comes to tracking stocks and ETFs, Capitally is your go-to app. It supports thousands of stock symbols from exchanges around the globe, making it easy and convenient to consolidate all your brokerages in one place.
Importing Transactions
The fastest way to start is importing your history directly from your broker: export the transaction list following the instructions for your broker and drop the file into Capitally. Re-importing later is safe — rows you already have are recognised and skipped, so overlapping date ranges need no manual trimming and a weekly or monthly export is a fine routine.
Duplicates and re-importing explains what the importer compares, and how to push corrected values over transactions you already imported. Interactive Brokers needs its Flex Query export configured first — those instructions come with the IBKR preset itself, on the import screen, which you can open in the demo project without an account. Interactive Brokers covers what goes wrong with the file it produces.
If your broker isn't directly supported by Capitally, you can send us a sample or create your own template to streamline your imports.
Alternatively, if you prefer not to export transactions from your broker, you can manually create them or update balances periodically. It's your choice.
Depending on your broker, it can matter which asset symbol you choose when importing — the same company often trades on several exchanges in different currencies.
Capitally does not use double-entry bookkeeping, so importing your broker's cash operations is optional — trades and income alone give you correct positions and returns. Tracking the account's cash balance is still worth it if you want deposits, withdrawals and idle cash in the same picture.
Dividends
Check out the Tracking Dividends article to learn more about the dividends support.
Corporate Events
Capitally supports recording stock splits, mergers, spinoffs, return of capital distributions, and other corporate events that change your holdings. Check out the Recording Corporate Events guide for step-by-step instructions on how to handle each type.
Employee Share Plans
Employer stock from an RSU vest, a share award, or a discounted purchase plan is recorded like any other holding, with one difference: each vest goes in at the market price on the vest date, not at zero. Tracking RSUs and employee share plans covers recording each vest, holding shares under lock-up in a separate account, and the cost basis the eventual sale is taxed on.
Exploring Your Portfolio
Use the Portfolio section to easily compare returns, transaction fees, and fixed income across all your stocks 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 use the full tax support, or check the Taxable Income Report, which includes all your transactions with an accurate cost-basis in First-in, First-out order.