Income Report and new tables

This update is huge! So much has changed that it feels almost like a 2.0 version. Let's dive into the new features then!

Income ReportCopy

Tax season is almost upon us, so it's high time for Capitally to offer proper assistance. Although full tax support is still in development, we've added a new Reports section where you can quickly review your current open positions, as well as returns from closed ones and fixed income.

The Explorer has been renamed to Portfolio and features a brand-new tableCopy

The new table not only looks much better but also includes several handy new features:

• Positions can now be expanded to show lots, allowing you to view the returns from each purchase separately. When you navigate to an asset, you can see the individual lots.

• Accounts can now be expanded to display positions.

• Taxonomy trees are also expandable, enabling you to view the entire tree in one place.

• A totals row has been added.

• There is a Dense view option for fitting more rows on a single screen.

• When sorting by a numeric value, rows are organized into buckets.

• The column picker has been streamlined for easier navigation, with columns now grouped by category. This eliminates the need to reorder them, and you can toggle a column across all views at once with the Apply changes everywhere button.

• The Returns and Asset Price columns now display the rate of return and a price trend, respectively.

• The Invested Principal column indicates the change within a period, making it easier to track how much you've adjusted your position during that time.

• All "Total *" metrics have been removed due to performance issues and limited benefits. You can still view totals by setting the "max" or using the new "hold" period.

• The "Pairs (FIFO)" tab has been eliminated, with all relevant information now accessible in the Income Report.

• Lastly, the Transaction Balance column now reflects the balance after the transaction, rather than before as it previously did.

Print and Export tablesCopy

All tables are now printer-friendly. Simply press Ctrl/Cmd+P or use the new export button to print or create a PDF for your records or tax accountant. From the same menu, you can also copy the data or generate a CSV or XLS file.

All exported versions will include the columns you've enabled and only the rows that are visible, allowing you to control the amount of data you wish to include.

Positions, Lots and Units...Copy

There's some new terminology to familiarize yourself with:

Position Units - Units represent the smallest segment of a position, determined by an opening transaction and, optionally, a closing one. A partial sale will split the unit into two parts: a closed unit and the remaining open unit. These were previously referred to as "Pairs."

Transaction Lots - Lots consist of all units that were opened by the same transaction. Each time you make a purchase, you open a Lot. If you sell part of this Lot, that portion is considered closed.

Position - A Position is the aggregation of all units of the same Asset within the same Account. It reflects the total amount you hold of a particular Asset in a specific Account.

New look & feelCopy

All icons have been updated with lighter, crisper versions. The buttons have been given a bit more depth to enhance visibility. The highlights have been made more subdued. And the table now finally resembles a proper table, with all numbers aligned to the right, maintaining a consistent two-digit minimum precision for currencies, and column widths adjusted to fit the content.

To accommodate the Reports section on mobile devices, the Add button has been removed from the menu bar. However, it remains accessible from the context menu in the Portfolio section.

Since the context menu includes options that are directly available as buttons on the desktop version, it is now only visible on mobile devices.

Additional periods to choose fromCopy

You now have the option to use additional time periods:

• hold will apply the holding period of whatever you are viewing. It is similar to max, but hold ends when you closed all positions (or today if they are still open).

• qtd stands for Quarter to Date, which is similar to mtd (Month to Date) and ytd (Year to Date).

• 1q represents one quarter ago.

• -6m +6m (or simply 6m 6m) selects a time frame of 6 months before and 6 months after the current date.

Additionally, all charts will now consistently use the same time period you select.

And more...Copy

There's a lot of other changes under the hood that enable some awesome future updates. As always, there is also a host of minor bug fixes and quality improvements.