Hi,
First of all, love the tool 
Did you think about adding export function to, let’s say, pdf?
The use case I was thinking about would be periodically export my portoflio info and store it in secure place in case of something happens to me so my family would have all financial info in one place.
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marcin
Hey Marcin!
Actually I did, yes. I’m just wondering what kind of details such report should have. I guess, it could list all your positions, grouped by accounts & folders, in an easy to read list, with the details like Name, Symbol, ISIN, Quantity, Current Value, Principal/Cost-basis. If there are any notes for accounts or assets, they should be included as well.
Currently it’s definitely possible to export it in a little-bit less readable format - you can export all your positions to a CSV, or print Portfolio view to PDF - with all the details listed above.
I would keep it simple and as clean as possible. Top level info like accounts/folders and then optionally lower level details like individual positions, value, etc… Plus (as you mentioned) option to include own notes for things like contacts, identification info. Nothing secret like passwords 
but enough info that would allow access to assets if worst things happen.
I love the idea. Will be useful to have an easy way to export a yearly or quarterly report that shows change in position value and transactions over the period.
Hmm, that sounds like a different kind of report than this proposal. It could be configurable, but it may quickly become another table 
I like an idea of a very simplified report you can print into PDF and leave for yourself or you family “just in case” - so it just summarizes what and where you have.
You propose something a bit different, like an activity summary. Maybe it should be a separate topic?
Hi, I’d like to request this feature too. I’d like to have a report in a human-readable-friendly format (.PDF is ideal, JSON/XML no) be sent to me automatically on a regular basis - monthly, quarterly, annually. This report should only have a summary of the investment, the return rate, etc.
So far I am happy with this software and I am considering to purchase a lifetime membership. But as a good investor, I must always take all risks into the consideration. This is a software, and as many other softwares, it may also reach their end of life too, including those from FANNG companies. In this case, I don’t want to lose my data, and especially the history. The value of the (historical) data values much more than the lifetime membership fee. For me, lack of this feature is a show-stopper to become a lifetime member.
Capitally encrypts all your data on device, and only you have the encryption keys. Therefore it is not possible to send out this information periodically, as the servers would need the keys and that would circumvent the privacy aspect.
So the only safe way to do that is to take action on the device, which I think should be fine doing it quarterly - I might implement reminders though.
As for the report - sure. You can already print to pdf the portfolio, but it’s not perfect for such bookkeeping.
From the continuity perspective, I’d also definitely recommend exporting your whole portfolio to JSON and CSV from time to time - as from these formats you will be able to move to another tool in any case - much better than from PDF. These exports are working very well right now (there’s an Export button above every table in portfolio)
I’m moving this up from proposals.
Thanks for the explanation. I didn’t know of the encryption and it’s great.
I think both machine-friendy and human-friendly formats should be available at the same time, very few people can or are willing to handle the former. Even if to import itto another tool, the format is likely required to be transformed to be accepted. I think very often we don’t bother to import very old data (very nice to have), but at least it can be consulted easily (.PDF) format. It’s like the “account statement” documents reguarly sent from the banks and brokers by emails.
Sure - that’s why there’s the print option where you can print to pdf, but it now just prints what you see and is broken on some browsers.
With this proposal, there will be a separate report optimized for reading, not discovery
Hi, I think it’s worthwhile to reactivate this conversation.
I’ve recently asked Export the data for AI consumption - #2 by rafal
I think a “native” humanreable export is important for the users. In this era, nobody knows which their software will end the support first, and it’s very common. It’s important the users’ data is kept. A machine readable format is not the best for the human users, but a human-friendly. The current print function doesn’t produce a very easily readble format, and it has some layout problems.
I’d like to have a regular (ideally automatically, e.g. anually) human-friendly export of the portfolio sent to my mailbox. Manual is acceptable. In the long term, if this software ceases to exist, I can still review my investment in the past.
It’s still on the roadmap, planned to be implemented and we’re not going anywhere 
The export has to be manual due to encryption.
In fact, I think AI summarizes the exported portfolio (.CSV) quite well. Not just raw export, but only an analysis and advises. I doubt that Capitally can beat these models. The only catch is that the user will need to know which columns to be exported.
I’ve found some problems and I’d like to suggest some changes.
Not all columns can be exported in the same view. In “Assets” tab, the “Account” column doesn’t exist.
It will be ideal to be able to allow the users to define some new tabs with customized columns. This is ideal for the export. Right now I need to modify the columns in “Assets” tab and export the table to CSV and revert the modifcations. This is because I want to export the minimal data, and let AI to compute and search the other data (like regions, domicile, returns, allocation, etc)