# Latest **URL:** https://community.mycapitally.com/latest.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 … --- ## [ISINs not found](https://community.mycapitally.com/t/isins-not-found/843)
**Author:** [@k111](https://community.mycapitally.com/u/k111)\ **Replies:** 1\ **Last updated:** [September 29, 2026, 8:49pm UTC](https://community.mycapitally.com/t/isins-not-found/843 "2026-09-29T20:49:30Z")
Hi, several ETFs are not found, I just add asset, look for the following ISIN but none are found. These are key to understand the position exposure aggregated when a stock is shared across different ETFs. Some ISINs do n… --- ## [Recycled cash, amount originally invested in different currencies](https://community.mycapitally.com/t/recycled-cash-amount-originally-invested-in-different-currencies/844)
**Author:** [@k111](https://community.mycapitally.com/u/k111)\ **Replies:** 1\ **Last updated:** [September 29, 2026, 8:49pm UTC](https://community.mycapitally.com/t/recycled-cash-amount-originally-invested-in-different-currencies/844 "2026-09-29T20:49:16Z")
Hi, I am struggling to track the actual and real tracking of amount invested versus cash recycled resulting from operations. After goign through the fourm and trying with different approaches in Capitally, such as creat… --- ## [Manual operations](https://community.mycapitally.com/t/manual-operations/847)
**Author:** [@k111](https://community.mycapitally.com/u/k111)\ **Replies:** 0\ **Last updated:** [September 29, 2026, 3:56pm UTC](https://community.mycapitally.com/t/manual-operations/847 "2026-09-29T15:56:54Z")
Woudl be great to be able to quickly recognise manual operations with a hand oicon or somethign similar, to differentiate when we manually add an operation versus when it comes from an import. --- ## [GUI feedback improvements](https://community.mycapitally.com/t/gui-feedback-improvements/845)
**Author:** [@k111](https://community.mycapitally.com/u/k111)\ **Replies:** 0\ **Last updated:** [September 29, 2026, 9:09am UTC](https://community.mycapitally.com/t/gui-feedback-improvements/845 "2026-09-29T09:09:55Z")
Although Capitally is exteremly potent and superior to simialr tools, there´s one thing that such richness fucntionality trade off faces, for example, the Snowball Analytics GUI is cleaner and easier to use, though signi… --- ## [Index options - ticker not recognised](https://community.mycapitally.com/t/index-options-ticker-not-recognised/842)
**Author:** [@jan\_moonen](https://community.mycapitally.com/u/jan_moonen)\ **Replies:** 1\ **Last updated:** [September 27, 2026, 6:21pm UTC](https://community.mycapitally.com/t/index-options-ticker-not-recognised/842 "2026-09-27T18:21:28Z")
Rafal, I bought a bear call spread on the s&p500 index. The ticker for the option is spxw, but I can’t seem to find it. I imported the data from IBKR, bur capitally did not recognise the trade. How can I solve this? --- ## [Safety & Risk metrics](https://community.mycapitally.com/t/safety-risk-metrics/43)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 1\ **Last updated:** [September 25, 2026, 4:49pm UTC](https://community.mycapitally.com/t/safety-risk-metrics/43 "2026-09-25T16:49:36Z")
Add safety & risk metrics, like maximum drawdown, sortino ratio, variance. Because such metrics mostly don’t make sense when measured in short time-spans, present them on a separate Report instead of Portfolio. It shou… --- ## [Improved performance on large projects](https://community.mycapitally.com/t/improved-performance-on-large-projects/760)
**Author:** [@Moritz](https://community.mycapitally.com/u/Moritz)\ **Replies:** 8\ **Last updated:** [September 18, 2026, 6:27pm UTC](https://community.mycapitally.com/t/improved-performance-on-large-projects/760 "2026-09-18T18:27:05Z")
Good morning! Is it possible to improve “performance on large projects” even further? Thank you and best regards, Moritz --- ## [Does capitally support cost basis adjustments?](https://community.mycapitally.com/t/does-capitally-support-cost-basis-adjustments/840)
**Author:** [@jonathan\_w](https://community.mycapitally.com/u/jonathan_w)\ **Replies:** 1\ **Last updated:** [September 6, 2026, 7:59am UTC](https://community.mycapitally.com/t/does-capitally-support-cost-basis-adjustments/840 "2026-09-06T07:59:01Z")
I’m just recently trying capitally, and as far as I can tell it doesn’t support adding expenses which adjust the cost basis. This is something we do in Australia. E.g., if you own property, you can add some expenses and… --- ## [GBX vs GBP again](https://community.mycapitally.com/t/gbx-vs-gbp-again/839)
**Author:** [@Jean-Marc](https://community.mycapitally.com/u/Jean-Marc)\ **Replies:** 5\ **Last updated:** [August 30, 2026, 2:42pm UTC](https://community.mycapitally.com/t/gbx-vs-gbp-again/839 "2026-08-30T14:42:12Z")
Hi Rafal, I became a millionaire today because the value of all my assets quoted in GBX was multiplied by 100! Contrary to previous times, it doesn’t affect a single asset but all those in GBX, which may indicate a bug … --- ## [Lot of errors while importing degiro account.csv file. Should this not be standard](https://community.mycapitally.com/t/lot-of-errors-while-importing-degiro-account-csv-file-should-this-not-be-standard/841)
**Author:** [@srikanth\_akkiraju](https://community.mycapitally.com/u/srikanth_akkiraju)\ **Replies:** 1\ **Last updated:** [August 29, 2026, 2:07pm UTC](https://community.mycapitally.com/t/lot-of-errors-while-importing-degiro-account-csv-file-should-this-not-be-standard/841 "2026-08-29T14:07:19Z")
Some of the below is not being imported correctly things like: old SPACs mergers/conversions delisted stocks non-tradeable shares CVRs old/new ISINs for the same company ticker changes corporate actions --- ## [Importing of Degiro transaction and dealing with stock splits](https://community.mycapitally.com/t/importing-of-degiro-transaction-and-dealing-with-stock-splits/146)
**Author:** [@David1](https://community.mycapitally.com/u/David1)\ **Replies:** 2\ **Last updated:** [August 29, 2026, 8:13am UTC](https://community.mycapitally.com/t/importing-of-degiro-transaction-and-dealing-with-stock-splits/146 "2026-08-29T08:13:30Z")
When I do a transaction import from a Degiro trasnactions.csv file, whenever there is a recorded stock split, the degiro transaction file has a buy and a sell transaction. Capitally also introduces a split traction (cor… --- ## [Error after csv import](https://community.mycapitally.com/t/error-after-csv-import/837)
**Author:** [@san659](https://community.mycapitally.com/u/san659)\ **Replies:** 2\ **Last updated:** [August 19, 2026, 8:38pm UTC](https://community.mycapitally.com/t/error-after-csv-import/837 "2026-08-19T20:38:13Z")
After I imported csv I get below error. Not sure which network connection is mentioned in the error message. it is a little confusing. how can I fix the pricing. error message attached. --- ## [Incorrect return for sold spin-off actions](https://community.mycapitally.com/t/incorrect-return-for-sold-spin-off-actions/836)
**Author:** [@jakub1](https://community.mycapitally.com/u/jakub1)\ **Replies:** 3\ **Last updated:** [August 19, 2026, 1:48pm UTC](https://community.mycapitally.com/t/incorrect-return-for-sold-spin-off-actions/836 "2026-08-19T13:48:29Z")
Hi @rafal, This year i received Creotech Quantum stocks due to spin-off. I have sold some of them with profit, but Capitally shows that I’m in loss. I have used Spin-off transaction type and it seems that calculations d… --- ## [Bug when trying to upload a portfolio exported from Capitally](https://community.mycapitally.com/t/bug-al-querer-subir-una-cartera-exportada-de-capitally/825)
**Author:** [@gonza\_agrofinn](https://community.mycapitally.com/u/gonza_agrofinn)\ **Replies:** 7\ **Last updated:** [August 19, 2026, 1:34pm UTC](https://community.mycapitally.com/t/bug-al-querer-subir-una-cartera-exportada-de-capitally/825 "2026-08-19T13:34:55Z")
SchemaError Details: { "name": "SchemaError", "issues": \[ { "expected": "object", "code": "invalid\_type", "path": \[ "nodes", "Equity/Small-Cap" \], "message": "Invali… --- ## [TWR/MWR of the project as a separate column](https://community.mycapitally.com/t/twr-mwr-of-the-project-as-a-separate-column/835)
**Author:** [@master\_leszek](https://community.mycapitally.com/u/master_leszek)\ **Replies:** 4\ **Last updated:** [August 11, 2026, 6:31pm UTC](https://community.mycapitally.com/t/twr-mwr-of-the-project-as-a-separate-column/835 "2026-08-11T18:31:40Z")
Hey there. So my proposition is nothing earth shattering. For now, Capitally exposes the MWR as a column for every account you make, which is brilliant for the people like me, who use the data from capitally as a source … --- ## [Benchmarks %chg updates](https://community.mycapitally.com/t/benchmarks-chg-updates/824)
**Author:** [@lu1](https://community.mycapitally.com/u/lu1)\ **Replies:** 7\ **Last updated:** [August 10, 2026, 9:12am UTC](https://community.mycapitally.com/t/benchmarks-chg-updates/824 "2026-08-10T09:12:24Z")
sometimes the benchmarks percentual changes are wrong…on the 15/6 for the SPXTR Index we should have +1,68% and not ++0,55%… --- ## [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? --- ## [Bulk edit of transaction Quantity / Price / Value - with formula and market-price support](https://community.mycapitally.com/t/bulk-edit-of-transaction-quantity-price-value-with-formula-and-market-price-support/833)
**Author:** [@Moritz](https://community.mycapitally.com/u/Moritz)\ **Replies:** 1\ **Last updated:** [July 31, 2026, 3:25pm UTC](https://community.mycapitally.com/t/bulk-edit-of-transaction-quantity-price-value-with-formula-and-market-price-support/833 "2026-07-31T15:25:07Z")
The problem I have several thousand manually created Transfer In transactions. Each one needs its Cashflow to be a fixed small amount in a chosen currency (0.1 CHF in my case), while the Price stays the asset’s market p… --- ## [Swissquote.lu capital gains calculation](https://community.mycapitally.com/t/swissquote-lu-calcul-plus-value/832)
**Author:** [@stefano\_botta](https://community.mycapitally.com/u/stefano_botta)\ **Replies:** 1\ **Last updated:** [July 29, 2026, 4:51pm UTC](https://community.mycapitally.com/t/swissquote-lu-calcul-plus-value/832 "2026-07-29T16:51:54Z")
Hello, I would like to understand how to proceed so that capital gains and losses are calculated automatically. As an example, today I import my CSV file into an AI like ChatGPT or Gemi… --- ## [XTB New Import Does Not Recognize Duplicate Transactions](https://community.mycapitally.com/t/xtb-new-import-does-not-recognize-duplicate-transactions/831)
**Author:** [@kuba1](https://community.mycapitally.com/u/kuba1)\ **Replies:** 1\ **Last updated:** [July 29, 2026, 4:40pm UTC](https://community.mycapitally.com/t/xtb-new-import-does-not-recognize-duplicate-transactions/831 "2026-07-29T16:40:40Z")
Hi, I have been using Capitally for a while, mainly with my XTB account. I chose it because I prefer a simple process of importing data periodically, without spending much time on manual tracking, verification, or adjus… --- ## [Date picker prevents other options in import advanced mode](https://community.mycapitally.com/t/date-picker-prevents-other-options-in-import-advanced-mode/828)
**Author:** [@Maciek](https://community.mycapitally.com/u/Maciek)\ **Replies:** 2\ **Last updated:** [July 18, 2026, 5:27pm UTC](https://community.mycapitally.com/t/date-picker-prevents-other-options-in-import-advanced-mode/828 "2026-07-18T17:27:27Z")
Hi, I’m running into issues when trying to assign dates. When I want to create a variable of type “Date” or even set a date field like “Transaction Date” it only shows me a date picker to choose a manual value, when I w… --- ## [Row notes associated with lookup rows](https://community.mycapitally.com/t/row-notes-associated-with-lookup-rows/829)
**Author:** [@Maciek](https://community.mycapitally.com/u/Maciek)\ **Replies:** 1\ **Last updated:** [July 17, 2026, 8:33pm UTC](https://community.mycapitally.com/t/row-notes-associated-with-lookup-rows/829 "2026-07-17T20:33:48Z")
Hi, I’m trying to implement a bit more complex aggregating logic in my import and one thing I found confusing is that adding a row note inside a row lookup seems to associate this note with a lookup row, rather than the… --- ## [Positions with quantity 0](https://community.mycapitally.com/t/positionen-mit-der-menge-0/830)
**Author:** [@sebastian](https://community.mycapitally.com/u/sebastian)\ **Replies:** 1\ **Last updated:** [July 17, 2026, 5:32am UTC](https://community.mycapitally.com/t/positionen-mit-der-menge-0/830 "2026-07-17T05:32:54Z")
I have a whole lot of transactions. Positions are also closed quickly for me. Now I have quite a few positions with a quantity of zero… you can filter them, but then the perform… --- ## [Recurring transactions](https://community.mycapitally.com/t/recurring-transactions/52)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 7\ **Last updated:** [July 6, 2026, 7:27am UTC](https://community.mycapitally.com/t/recurring-transactions/52 "2026-07-06T07:27:44Z")
An option to repeat a transaction on a recurring basis, like buying N-amount of stock every month at the market value, or paying a constant fee each quarter, or adding money to the account once a month. For those who do… --- ## [Export the data for AI consumption](https://community.mycapitally.com/t/export-the-data-for-ai-consumption/778)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 4\ **Last updated:** [June 15, 2026, 4:30pm UTC](https://community.mycapitally.com/t/export-the-data-for-ai-consumption/778 "2026-06-15T16:30:47Z")
Hi, I’d like to request a feature to export the portfolio in a format which can be easily consumed by AI tools. It can be a format which can also be easily read by human. Currently only a json file is exported and it’s n… --- ## [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??? --- ## [Physical Gold and Silver](https://community.mycapitally.com/t/physical-gold-and-silver/822)
**Author:** [@markIbz](https://community.mycapitally.com/u/markIbz)\ **Replies:** 1\ **Last updated:** [June 15, 2026, 4:26pm UTC](https://community.mycapitally.com/t/physical-gold-and-silver/822 "2026-06-15T16:26:28Z")
I actually invest in Physical Gold and Silver, buying coins, bars, combibars… I would like to know if there’s any way to track purchases, history of purchase and sales, FIFO, updated value of assets or value by total GOL… --- ## [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… [Next page](https://community.mycapitally.com/latest.md?page=1)