Tracking Ventures and Passive Income

Whether you're building your financial independence through passive income, or you're an entrepreneur or angel investor, Capitally allows you to organize your ventures and compare them against the rest of your portfolio.

Adding and Managing VenturesCopy

To start, you'll need to create a custom asset for each venture you own using the Venture type. If you have multiple types of ventures, you can create custom Markets to group them together.

For each venture, you can add personal notes using Markdown notation. This feature allows you to include descriptions, links, or image placeholders for better organization. These notes are also used when filtering the list, making it easier for you to find specific ventures.

To add a venture, create a Buy transaction with the quantity set to the number of shares you own. Remember to set the current Market Price when creating the first transaction.

Tracking Expenses and IncomeCopy

All expenses, can be tracked using the Other transaction type. One-time expenses should use negative Value, which will affect only the Return on Investment. Repetitive expenses can be tracked by filling in Fees, affecting both the Return and Fees metrics. This lets you compare your ventures head-to-head with other investments, like Bonds or Stocks.

Repetitive income that your venture generates can be tracked with Dividend or Interest transactions, allowing you to calculate the Fixed-Income and Yield it's generating.

For one-time income, use the Other transaction with a positive Value to avoid skewing the fixed-income yield.

Updating Market ValueCopy

The market value of your ventures primarily changes during funding rounds. When this happens, you can update the current Market Price and add past prices if needed.

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

Importing and Exporting DataCopy

If you've been tracking your ventures in a spreadsheet, you can create an import template and import everything at once. If you plan to track expenses and income in a spreadsheet or app alongside Capitally, you can create a template for copying & pasting the data, saving you from exporting it.

Conversely, if Capitally becomes your primary source of data, you can export any table you see in the Portfolio to a CSV, Excel, or spreadsheet for further analysis.

Exploring Your PortfolioCopy

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