# General Discussion **URL:** https://community.mycapitally.com/c/general/4.md [Latest](https://community.mycapitally.com/latest.md) · [Categories](https://community.mycapitally.com/categories.md) · [Tags](https://community.mycapitally.com/tags.md) --- ## [Welcome to Capitally Community! 👋](https://community.mycapitally.com/t/welcome-to-capitally-community/5)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [May 4, 2024, 6:25pm UTC](https://community.mycapitally.com/t/welcome-to-capitally-community/5 "2024-05-04T18:25:04Z")
Welcome on board! :partying\_face: To get started, here are some tips to help you make the most of our community: :wave: Introduce yourself by adding a profile picture and sharing a bit about yourself. What’s one thing … --- ## [About the General Discussion category](https://community.mycapitally.com/t/about-the-general-discussion-category/3)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [May 4, 2024, 6:25pm UTC](https://community.mycapitally.com/t/about-the-general-discussion-category/3 "2024-05-04T18:25:00Z")
Discussions that don’t fit into any other category. A place to talk about anything that’s not about Capitally. Investing, hobbies, movies, sports, or just life in general - we want to hear about it! Share your thoughts,… --- ## [XTB now allows selling specific position, not just FIFO, will this work with Capitally?](https://community.mycapitally.com/t/xtb-now-allows-selling-specific-position-not-just-fifo-will-this-work-with-capitally/821)
**Author:** [@Jakub](https://community.mycapitally.com/u/Jakub)\ **Replies:** 5\ **Last updated:** [July 31, 2026, 3:33pm UTC](https://community.mycapitally.com/t/xtb-now-allows-selling-specific-position-not-just-fifo-will-this-work-with-capitally/821 "2026-07-31T15:33:52Z")
As the title says - XTB now allows to sell specific position on a stock/ETF, not just FIFO, will this work with Capitally? --- ## [SPANISH FISCAL REPORTS](https://community.mycapitally.com/t/spanish-fiscal-reports/823)
**Author:** [@markIbz](https://community.mycapitally.com/u/markIbz)\ **Replies:** 1\ **Last updated:** [June 15, 2026, 4:28pm UTC](https://community.mycapitally.com/t/spanish-fiscal-reports/823 "2026-06-15T16:28:56Z")
Hello, is CAPITALLY prepared for SPANISH FISCALITY reports??? --- ## [Best practices to track the funds in the brokers](https://community.mycapitally.com/t/best-practices-to-track-the-funds-in-the-brokers/806)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 6\ **Last updated:** [June 5, 2026, 1:58am UTC](https://community.mycapitally.com/t/best-practices-to-track-the-funds-in-the-brokers/806 "2026-06-05T01:58:48Z")
I’ve read How to Track Cash in Capitally | Capitally but I still don’t understand how to track the cash stored in the brokers. After I sell some equities in the broker, the cash is stored in the broker. Then I add a “S… --- ## [Summary of all accounts](https://community.mycapitally.com/t/podsumowanie-wszytskich-prowadzonych-rachunkow/820)
**Author:** [@bartosz\_kedzierski](https://community.mycapitally.com/u/bartosz_kedzierski)\ **Replies:** 1\ **Last updated:** [June 5, 2026, 1:33am UTC](https://community.mycapitally.com/t/podsumowanie-wszytskich-prowadzonych-rachunkow/820 "2026-06-05T01:33:21Z")
Hi, I wanted to ask if it’s possible in Capitally to see a combined summary for all stock market accounts to get an overall picture of my investments and rate of return? And if not, is such a feature planned for the futu… --- ## [Import of bonds from Pekao SA](https://community.mycapitally.com/t/import-obligacji-z-pekao-sa/804)
**Author:** [@janusz\_kalinowski](https://community.mycapitally.com/u/janusz_kalinowski)\ **Replies:** 1\ **Last updated:** [April 15, 2026, 7:59pm UTC](https://community.mycapitally.com/t/import-obligacji-z-pekao-sa/804 "2026-04-15T19:59:27Z")
Good morning, can data on EDO bonds be imported from a Pekao S.A. account using the “Obligacje Skarbowe” (Treasury Bonds) template directly? Or is it simply that the template for Pekao SA is missing? Best regards, Jan… --- ## [Is there any way to find the Max drawdown for a portfolio/instrument?](https://community.mycapitally.com/t/czy-mozna-jakos-znalezc-max-dropdown-dla-portfolio-instrumentu/777)
**Author:** [@janusz\_kalinowski](https://community.mycapitally.com/u/janusz_kalinowski)\ **Replies:** 1\ **Last updated:** [February 19, 2026, 10:05pm UTC](https://community.mycapitally.com/t/czy-mozna-jakos-znalezc-max-dropdown-dla-portfolio-instrumentu/777 "2026-02-19T22:05:51Z")
Good morning, is there any way to configure or find the max drawdown for an asset or for the whole portfolio? Gemini suggests there should be an “Analysis” section, but I can’t find anything like that… J. --- ## [Free and effective trading journal tools](https://community.mycapitally.com/t/free-and-effective-trading-journal-tools/729)
**Author:** [@tsuki](https://community.mycapitally.com/u/tsuki)\ **Replies:** 1\ **Last updated:** [January 21, 2026, 7:55am UTC](https://community.mycapitally.com/t/free-and-effective-trading-journal-tools/729 "2026-01-21T07:55:19Z")
What trading journal tools are people using? --- ## [MSCI Europe index is working properly?](https://community.mycapitally.com/t/msci-europe-index-is-working-properly/730)
**Author:** [@gonza\_agrofinn](https://community.mycapitally.com/u/gonza_agrofinn)\ **Replies:** 2\ **Last updated:** [January 6, 2026, 9:17am UTC](https://community.mycapitally.com/t/msci-europe-index-is-working-properly/730 "2026-01-06T09:17:00Z")
MSCI Europe Index, seems to be high, any idea? --- ## [integrating data from banks in spain](https://community.mycapitally.com/t/integrating-data-from-banks-in-spain/747)
**Author:** [@javier\_a](https://community.mycapitally.com/u/javier_a)\ **Replies:** 3\ **Last updated:** [December 24, 2025, 12:40pm UTC](https://community.mycapitally.com/t/integrating-data-from-banks-in-spain/747 "2025-12-24T12:40:13Z")
hi there am thinking to sign up for capitally but could not find the way to integrate automatically with spanish broker renta4, japanese broker rakuten securities or spanish banks such as banco sabadell , banco santande… --- ## [Separate dividends tracking](https://community.mycapitally.com/t/separate-dividends-tracking/740)
**Author:** [@Ale](https://community.mycapitally.com/u/Ale)\ **Replies:** 1\ **Last updated:** [December 10, 2025, 5:14pm UTC](https://community.mycapitally.com/t/separate-dividends-tracking/740 "2025-12-10T17:14:17Z")
Hi :waving\_hand: I wonder if it’s possible to track separately the cash flows for the principals (e.g. buy & sell) and for the incomes (e.g. dividents, interests). Like having to cash positions for the same currency in … --- ## [Sweden tax setup with Tradin212](https://community.mycapitally.com/t/sweden-tax-setup-with-tradin212/724)
**Author:** [@PerOrn](https://community.mycapitally.com/u/PerOrn)\ **Replies:** 10\ **Last updated:** [November 11, 2025, 3:05pm UTC](https://community.mycapitally.com/t/sweden-tax-setup-with-tradin212/724 "2025-11-11T15:05:34Z")
Hello! Can anyone help me setting up tax report to Swedish tax laws with sales of stocks and divindends reinvested. I´m fideling around but i´m not sure how to do. Help would be very appriciated. :)… --- ## [How to import from Hargreaves Landsdown](https://community.mycapitally.com/t/how-to-import-from-hargreaves-landsdown/717)
**Author:** [@william\_fryer](https://community.mycapitally.com/u/william_fryer)\ **Replies:** 3\ **Last updated:** [October 28, 2025, 12:10pm UTC](https://community.mycapitally.com/t/how-to-import-from-hargreaves-landsdown/717 "2025-10-28T12:10:27Z")
Just signed up and trying to import from Hargreaves Landsdown but With HL you can only export one year at a time and I have 8 years worth of data including lots of regular monthly investing. Also, lots of the holdings I … --- ## [Future Dividends?](https://community.mycapitally.com/t/future-dividends/697)
**Author:** [@Adam1](https://community.mycapitally.com/u/Adam1)\ **Replies:** 3\ **Last updated:** [October 9, 2025, 10:59am UTC](https://community.mycapitally.com/t/future-dividends/697 "2025-10-09T10:59:53Z")
Seems suddenly I have future dividends changing my current position quantities? The say “estimated” not “unconfirmed”. Any ideas on how to correct this? --- ## [Track RSU or ESPP for a public company](https://community.mycapitally.com/t/track-rsu-or-espp-for-a-public-company/635)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 1\ **Last updated:** [July 28, 2025, 12:19pm UTC](https://community.mycapitally.com/t/track-rsu-or-espp-for-a-public-company/635 "2025-07-28T12:19:51Z")
Hi, I work for a company which is publicly listed. I’d like to know what is the proper way to track the vested RSUs and ESPP (Employee Stock Purchse Plans) ? Should I add an “Account Balance” Transaction ? Some shares a… --- ## [Direct cash flow introduction](https://community.mycapitally.com/t/direct-cash-flow-introduction/576)
**Author:** [@Xevill](https://community.mycapitally.com/u/Xevill)\ **Replies:** 4\ **Last updated:** [May 12, 2025, 12:50pm UTC](https://community.mycapitally.com/t/direct-cash-flow-introduction/576 "2025-05-12T12:50:43Z")
Hi, I come from Stockmarketeye and I am testing with Capitally for a professional portfolio management.my base currency is the Euro. In Capitally I find that there is no possibility when entering a trade to enter the c… --- ## [Feature Request: Allow setting timezone on transactions](https://community.mycapitally.com/t/feature-request-allow-setting-timezone-on-transactions/488)
**Author:** [@Brunch1865](https://community.mycapitally.com/u/Brunch1865)\ **Replies:** 3\ **Last updated:** [February 10, 2025, 10:39pm UTC](https://community.mycapitally.com/t/feature-request-allow-setting-timezone-on-transactions/488 "2025-02-10T22:39:41Z")
I use Interactive Brokers for my main portfolio and a small New Zealand broker called Sharesies for my kids’ portfolios. When I run an export for importing into Capitally, IBKR outputs trade times in UTC -5 and Sharesie… --- ## [New onboarding experience and plans ahead for Capitally](https://community.mycapitally.com/t/new-onboarding-experience-and-plans-ahead-for-capitally/481)
**Author:** [@Brunch1865](https://community.mycapitally.com/u/Brunch1865)\ **Replies:** 0\ **Last updated:** [February 4, 2025, 4:16am UTC](https://community.mycapitally.com/t/new-onboarding-experience-and-plans-ahead-for-capitally/481 "2025-02-04T04:16:16Z")
The first major feature of 2.x will include cash tracking and double-entry bookkeeping LFG!!! Love your work Raf! --- ## [eToro import - retrieving assets](https://community.mycapitally.com/t/etoro-import-retrieving-assets/445)
**Author:** [@witek](https://community.mycapitally.com/u/witek)\ **Replies:** 7\ **Last updated:** [January 7, 2025, 8:53pm UTC](https://community.mycapitally.com/t/etoro-import-retrieving-assets/445 "2025-01-07T20:53:54Z")
Has anyone successfully imported their eToro account statements and is willing to share their experience? Im doing search: But I cannot get assets using names from the statement “Details” column, e.g. --- ## [Additional Exchanges](https://community.mycapitally.com/t/additional-exchanges/346)
**Author:** [@Brunch1865](https://community.mycapitally.com/u/Brunch1865)\ **Replies:** 2\ **Last updated:** [December 2, 2024, 8:42am UTC](https://community.mycapitally.com/t/additional-exchanges/346 "2024-12-02T08:42:25Z")
Any chance you plan to implement New Zealand’s NZX as a data source? This isn’t a deal breaker for me, I’m just holding my 3 worst investments there from when I first started so I never forget how far I’ve come. --- ## [Automatically update tax paid field](https://community.mycapitally.com/t/automatically-update-tax-paid-field/276)
**Author:** [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\ **Replies:** 1\ **Last updated:** [October 18, 2024, 10:05pm UTC](https://community.mycapitally.com/t/automatically-update-tax-paid-field/276 "2024-10-18T22:05:28Z")
I have created an apply tax preset which is as below and have applied to temp project which is as below As you can see the tax due is coming correctly but that tax I have already paid as its income deducted at so… --- ## [Confusing - transaction history error message](https://community.mycapitally.com/t/confusing-transaction-history-error-message/216)
**Author:** [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\ **Replies:** 5\ **Last updated:** [August 7, 2024, 5:41am UTC](https://community.mycapitally.com/t/confusing-transaction-history-error-message/216 "2024-08-07T05:41:56Z")
I recently uploaded and manually check all the transactions before importing it to capitally. Once importing was completed, I am seeing “Project history has conflict” error every time I load the page. Clicked on the lin…