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Position ownership taxonomy
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14
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101
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January 15, 2025
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Asset price update
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10
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69
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December 23, 2024
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100x Historical Asset Pricing Error
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20
|
83
|
June 14, 2025
|
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Problem with sync between PC and mobile
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16
|
56
|
November 24, 2024
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Annual return rate calculation
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11
|
65
|
July 21, 2024
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Settlement date not respected in tax calculations
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13
|
51
|
January 9, 2025
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We've encountered issues while evaluating below positions
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11
|
72
|
August 19, 2024
|
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Issues with Summary and Taxes Report
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11
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29
|
August 7, 2024
|
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New onboarding experience and plans ahead for Capitally
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0
|
33
|
February 4, 2025
|
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Option to mask amounts for screen sharing
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1
|
55
|
December 20, 2024
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Just bought Yearly subscription
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1
|
81
|
November 28, 2024
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Add optional notes to bookmarks, filters and charts
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1
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21
|
February 18, 2025
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XTB export to CSV
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1
|
221
|
November 7, 2024
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|
Support for other cost-basis election methods (ACB, LIFO, HICO)
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2
|
20
|
June 27, 2025
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Tax due settlement dates calculation
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2
|
25
|
March 16, 2025
|
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Portfolio bookmarks
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|
3
|
63
|
February 3, 2025
|
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Compare months over years on a chart
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0
|
39
|
August 22, 2024
|
|
Portfolio not updated with today's data
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8
|
75
|
March 5, 2025
|
|
Improved history page
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4
|
54
|
February 7, 2025
|
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Lifetime upgrade
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4
|
73
|
December 3, 2024
|
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SP500 as Benchmark does not work
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2
|
26
|
November 1, 2024
|
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Wrong price of ETF I500: Shares S&P 500 Swap UCITS ETF USD (Acc)
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|
7
|
56
|
May 16, 2025
|
|
Icons for accounts, or, more accounts from a single template
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|
1
|
30
|
May 18, 2025
|
|
Allocation and rebalancing info
|
|
4
|
21
|
June 5, 2025
|
|
Account successor - automatically transfer the portfolio to a relative if something happens to me
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0
|
22
|
November 18, 2024
|
|
How do I record Bonus payout Stocks received by Company in transactions
|
|
1
|
29
|
April 27, 2025
|
|
Invalid quantity of existing assets
|
|
8
|
38
|
December 4, 2024
|
|
Incorrect currency exchange rate for a dividend in tax reports
|
|
2
|
41
|
April 12, 2025
|
|
New pricing tiers and payments provider
|
|
0
|
131
|
January 31, 2025
|
|
Confusing - transaction history error message
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|
5
|
65
|
August 7, 2024
|
|
Portfolio chart and average share buy price
|
|
4
|
29
|
December 19, 2024
|
|
Assets incorrectly tagged as "Cash"
|
|
5
|
43
|
April 16, 2025
|
|
Issue with historical prices & FX
|
|
7
|
38
|
May 12, 2025
|
|
Make pricing data available during import
|
|
0
|
17
|
March 6, 2025
|
|
New Zealand FIF Tax
|
|
6
|
40
|
January 5, 2025
|
|
Capitally loading slow
|
|
6
|
49
|
August 20, 2024
|
|
Stale result error
|
|
5
|
55
|
May 10, 2025
|
|
Add original amounts in original currency to all tax reports
|
|
3
|
55
|
April 21, 2025
|
|
Buying assets doesn't change cash balance on account
|
|
3
|
54
|
March 4, 2025
|
|
Tax withholding on dividends
|
|
6
|
47
|
March 28, 2025
|
|
About opportunity costs
|
|
5
|
43
|
December 18, 2024
|
|
Proposal for a better way to compute benchmark returns (using MWR and same cashflows)
|
|
4
|
44
|
November 14, 2024
|
|
Display capital gain
|
|
7
|
38
|
March 15, 2025
|
|
RSU/Stock Options
|
|
8
|
39
|
December 2, 2024
|
|
Summary ammount and Portfolio aren't the same
|
|
5
|
38
|
March 3, 2025
|
|
Potential issue with market value of deposit accounts
|
|
5
|
37
|
August 14, 2024
|
|
Stock split transaction?
|
|
4
|
42
|
July 13, 2024
|
|
Discrepancy in Rate of Return (TWR) value
|
|
7
|
38
|
May 21, 2025
|
|
Use Capitally via CLI
|
|
3
|
46
|
March 9, 2025
|
|
Sorting assets without ones with 0 quantity
|
|
2
|
31
|
January 7, 2025
|