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 TransactionsCopy

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.

Tracking Staking and DeFi EarningsCopy

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 CurrencyCopy

You can use major cryptocurrency tokens like BTC, ETH, USDT, and many others in all places where you can use a currency. This allows you to, for example, purchase ETH with BTC.

Exploring Your PortfolioCopy

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 - both broad market indexes, and any type of asset, including custom ones.

Tax ReportingCopy

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.