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Let's get started with the most important basics.
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Desktop & Mobile App
Table of contents
Overview
Desktop & Mobile App
Installing on Desktop
Installing on iOS
Installing on Android
Uninstalling Capitally
Market Data
Stocks
North America
Europe
APAC
South America
Middle East & Africa
ETFs
Forex currencies
Cryptocurrencies
Market indexes
Commodities
Is my data safe?
Data lives on your device
Projects are encrypted by default
Is the code open-sourced and verified?
Analytics & error tracking
Changes History
Removing History
Modifying the State
Concepts
Portfolio
Navigating the Dimensions
Graphs
Sorting the Table
Configuring the table view
Exporting Data
Accounts
What is an Account?
Adding Assets to an Account
Unlimited Accounts
Assets
What is an asset?
Using assets
Organizing assets
Setting asset's value
Asset prices
Cash assets
Asset Positions
Multiple Positions for a Single Asset
Transaction Lots
Position Units
Let's consider an example
Transactions
Transaction Types
Future Plans
Account Balance
When to Use Balance Updates
The Flexibility of Balance Updates
Updating Balances
Tags
Tags Inheritance
Tags Nesting
How to Set Tags
Editing and Deleting Tags
Filtering by Tags
Taxes
Simplified approach
Tax Presets
How Tax Presets work
Editing the preset's rules
Taxonomies
Syncing Remote Assets
Editing taxonomies
Getting Started
Organizing portfolio
Organizing in Bulk or One by One
Assets
Accounts
Account Folders
Taxonomies
Tags
Tracking Stocks & ETFs
Importing Transactions
Dividends
Exploring Your Portfolio
Tax Reporting
Choosing the right market symbol
Where do the market prices come from?
Changing the market
Tracking Cash
Importing Cash Transactions
How to Select the Right Asset
Exploring Your Cash Accounts
Tracking Real Estate
Importing Real Estate Data
Exploring Your Real Estate Portfolio
Tracking Cryptocurrencies
Importing Transactions
Tracking Staking and DeFi Earnings
Using Crypto as Currency
Exploring Your Portfolio
Tax Reporting
Tracking Bonds & Deposits
Importing Fixed-Income Assets
Tracking Fixed-Income Assets
Exploring Your Interest-based Assets
Tracking Mutual Funds
Importing Mutual Funds
Exploring Your Mutual Funds
Tax Reporting
Tracking Ventures and Passive Income
Adding and Managing Ventures
Tracking Expenses and Income
Updating Market Value
Importing and Exporting Data
Exploring Your Portfolio
Tracking Collectibles
Importing Your Collectibles and Art
Tracking Expenses and Income
Updating Market Prices
Exploring Your Portfolio
Tracking Shorts and Options
Importing Transactions
Exploring Your Portfolio
Tracking Debt
How to track it
Importing Transactions
Exploring Your Portfolio
Importing Data
Import from a broker or app
Step 1: Find the import template for your broker
Step 2: Export Transactions From Your Broker
Step 3: Match Your Assets
Step 4: Review Imported Data
Step 5: Final Validation
Import from a file
Step 1: Open the File
Step 2: Match Columns to Properties
Step 3: Match Property Values
Step 4: Review
Step 5: Import
Transaction Properties Reference
Import by copy&paste
Add transactions manually
Picking an Asset
Adding a Transaction
Adding custom assets
How to Create a Custom Asset
Adding transactions
Setting custom asset prices
A few ways to set custom asset prices
Keeping the prices up-to-date
Exporting Data
Full Export in JSON
Export Tables to CSV
Troubleshooting Data Issues
Issue: We couldn't fetch price for X
Issue: We couldn't resolve currency pair X
Issue: There is a negative balance since X
Reports
Taxable Income Report
Taxes Due Report
Alpha Features
Formulas
Price Formulas
Examples
Import Formulas
JSON Imports