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 santander, etc.
is this possible or would it require a manual integration?
Currently the only way to import your transactions is by uploading data exported from your broker.
You can send sample export files to support@mycapitally.com and we’ll add support to the application.
ok, so then, no automatic integration. is that a feature planned anytime soon?
there are a few things i like about capitally but not having auto integration is not great
It is planned, but not anytime soon.
We optimize for privacy and transaction data accuracy - both of which are negatively impacted if integrations are used (as they need to use a 3rd party aggregator).