# RSU/Stock Options

**URL:** <https://community.mycapitally.com/t/rsu-stock-options/322>\
**Category:** Questions\
**Tags:** imports\
**Created:** [November 26, 2024, 8:35pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322 "2024-11-26T20:35:15Z")\
**Posts on this page:** 9\
**Page:** 1

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**Author:** ![Pawel\_Slowinski](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/p/0891b2/32.png) [@Pawel\_Slowinski](https://community.mycapitally.com/u/Pawel_Slowinski)\
**Post date:** [November 26, 2024, 8:35pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322/1 "2024-11-26T20:35:15Z")

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What is the best way to track stock options/rsu grants for which there is some exercise price, for non public companies?

Problem:  
The company is not public, so I am manually adding the Price for the asset. However, when I import the stock grant with exercise prices as the purchase price, it automatically sets the asset price to that value on that given day.

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [November 26, 2024, 8:53pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322/2 "2024-11-26T20:53:38Z")

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Hey Pawel!

When adding a transaction for custom asset you can set _both_ the market and transaction price.

 ![CleanShot 2024-11-26 at 21.52.22@2x](https://community.mycapitally.com/uploads/default/original/1X/ccfe771bc1705c2fe1e09130f5af3e21f2cec712.png)

Then you can update the company valuation by editing just the price

> **[How to Set Custom Asset Prices in Capitally](https://www.mycapitally.com/help/setting-custom-asset-prices)**
>
> Customize market prices for any asset in your portfolio on Capitally, including non-publicly traded assets, and easily update prices to match your records

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<div class="post-metadata">

**Author:** ![Pawel\_Slowinski](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/p/0891b2/32.png) [@Pawel\_Slowinski](https://community.mycapitally.com/u/Pawel_Slowinski)\
**Post date:** [November 26, 2024, 9:01pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322/3 "2024-11-26T21:01:45Z")

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Thank. I am not adding those manually, though. Is there a way to set market prices for new imports? I cannot see that possibility (I also checked in the advanced mode).

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [November 26, 2024, 9:15pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322/4 "2024-11-26T21:15:36Z")

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There is! [How to Import in Advanced Mode in Capitally | Capitally](https://www.mycapitally.com/help/import-advanced-mode#set-market-price)

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [November 26, 2024, 9:16pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322/5 "2024-11-26T21:16:30Z")

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(btw - it doesn’t have to be added asset, you can pick any asset there or a column with an asset symbol/isin/name)

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<div class="post-metadata">

**Author:** ![Pawel\_Slowinski](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/p/0891b2/32.png) [@Pawel\_Slowinski](https://community.mycapitally.com/u/Pawel_Slowinski)\
**Post date:** [November 26, 2024, 9:21pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322/6 "2024-11-26T21:21:58Z")

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![Screenshot 2024-11-26 at 22.20.45](https://community.mycapitally.com/uploads/default/original/1X/372cc2745f90d146f065aa476bd92414fd4c646e.png)

Do I need to import twice?  
First import - transaction history (I cannot see an option to set an asset price here)  
Second import - Asset price history

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<div class="post-metadata">

**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [November 26, 2024, 9:24pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322/7 "2024-11-26T21:24:54Z")

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Depends on your file. If you have a single file with the transactions and both prices (or just % discount), then create Transactions history, fill it up as usual and then switch to Advanced mode and add the Set Market Price statement.

These are just templates, you can mix & match - but only in Advanced mode.

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<div class="post-metadata">

**Author:** ![Pawel\_Slowinski](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/p/0891b2/32.png) [@Pawel\_Slowinski](https://community.mycapitally.com/u/Pawel_Slowinski)\
**Post date:** [November 26, 2024, 9:47pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322/8 "2024-11-26T21:47:05Z")

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Perfect! I didn’t notice the plus button at the very end. I have it working now. Thanks

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<div class="post-metadata">

**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [December 2, 2024, 10:48pm UTC](https://community.mycapitally.com/t/rsu-stock-options/322/9 "2024-12-02T22:48:43Z")

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A post was split to a new topic: [Recording stock vesting](https://community.mycapitally.com/t/recording-stock-vesting/357)
