Allow to enter just the transaction value for Buy/Sell and calculate Quantity based on market price

[Moritz]

Another suggestion: It would be great if we could enter the cashflow amount in our base currency within a transaction, and then have the quantity automatically calculated based on the corresponding market price and currency exchange rate. This would make things much easier, especially when entering multiple transactions!

Would love to see this feature in a future update.

[rafal]

@Moritz

It would be great if we could enter the cashflow amount in our base currency within a transaction, and then have the quantity automatically calculated based on the corresponding market price and currency exchange rate. This would make things much easier, especially when entering multiple transactions!

You mean to enter just the value without the quantity?

[Moritz]

Yes, exactly! Let me explain with a practical example:

Say I have 10,000 CHF (my base currency) and want to buy Apple stock (traded in USD) a few months ago. Currently, I need to:

1. Find the historical CHF/USD exchange rate for that date
2. Convert my 10,000 CHF to USD
3. Divide by Apple’s historical price to get the quantity

It would be amazing if I could simply enter “10,000 CHF” in the cashflow field, and Capitally would automatically:

• Fetch the historical exchange rate
• Convert to the asset’s currency (USD)
• Calculate the quantity based on the historical market price

[rafal]

Actually, you can simplify this a lot already (though I understand your proposal).

Just:

1. Select your base currency in the price field
2. Market price will be displayed in CHF then - click it - it will be filled in the Price field
3. Divide your CHF amount by the price to get the Quantity (yes, you can do math in all those fields! I’m considering adding variables there at some point, like 10000/price)
4. Your cashflow will be exactly 10000 in CHF

[Moritz]

Thank you! This is great