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Improved Dividends support
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12
|
368
|
August 7, 2024
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Support for tracking options
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11
|
259
|
February 17, 2025
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Add position ownership taxonomy
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14
|
87
|
January 15, 2025
|
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Asset price update
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10
|
59
|
December 23, 2024
|
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Problem with sync between PC and mobile
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16
|
53
|
November 24, 2024
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|
Price updates issue
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23
|
70
|
July 13, 2024
|
|
Annual return rate calculation
|
|
11
|
57
|
July 21, 2024
|
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Settlement date not respected in tax calculations
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|
13
|
51
|
January 9, 2025
|
|
100x Historical Asset Pricing Error
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|
12
|
46
|
January 31, 2025
|
|
We've encountered issues while evaluating below positions
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|
11
|
69
|
August 19, 2024
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|
Modeling limited partnership investments
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|
11
|
34
|
July 3, 2024
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|
Issues with Summary and Taxes Report
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|
11
|
26
|
August 7, 2024
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|
Tracking cash balances / Double-entry bookkeeping
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|
4
|
338
|
March 20, 2025
|
|
Support for Liabilities
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0
|
141
|
May 9, 2024
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Portfolio rebalancing tool
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|
1
|
152
|
December 2, 2024
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|
Interest-based assets
|
|
3
|
248
|
May 10, 2024
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|
New onboarding experience and plans ahead for Capitally
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0
|
28
|
February 4, 2025
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|
Static portfolio strategies
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|
0
|
119
|
May 9, 2024
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Real, Inflation discounted returns
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|
0
|
78
|
May 31, 2024
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Option to mask amounts for screen sharing
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|
1
|
52
|
December 20, 2024
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|
Improved Charts (more choice, legends)
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|
6
|
151
|
June 25, 2024
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|
Welcome to Capitally Community! :wave:
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0
|
152
|
May 4, 2024
|
|
External price data sources
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|
0
|
108
|
May 9, 2024
|
|
Allow multiple users to securely access the project
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|
0
|
95
|
May 9, 2024
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|
Just bought Yearly subscription
|
|
1
|
76
|
November 28, 2024
|
|
Improved returns calculations
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|
2
|
108
|
June 4, 2024
|
|
Editable Dashboards
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|
1
|
44
|
December 19, 2024
|
|
Underlying asset allocation
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|
8
|
101
|
February 2, 2025
|
|
Number and dates formatting settings
|
|
3
|
129
|
November 23, 2024
|
|
Add optional notes to bookmarks, filters and charts
|
|
1
|
20
|
February 18, 2025
|
|
Support Text search in Filters
|
|
0
|
59
|
May 10, 2024
|
|
Portfolio export
|
|
8
|
126
|
November 30, 2024
|
|
Future value / retirement forecast / FIRE calculator
|
|
0
|
64
|
June 28, 2024
|
|
Improved Import Templates
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|
2
|
198
|
November 18, 2024
|
|
Profit calculation is incorrect
|
|
6
|
103
|
June 10, 2024
|
|
Currency returns are not calculated correctly
|
|
4
|
118
|
May 10, 2024
|
|
XTB export to CSV
|
|
1
|
163
|
November 7, 2024
|
|
Tax due settlement dates calculation
|
|
2
|
23
|
March 16, 2025
|
|
Performance Period Buttons
|
|
2
|
122
|
May 29, 2024
|
|
Portfolio bookmarks
|
|
3
|
62
|
February 3, 2025
|
|
Two factor authentication
|
|
2
|
121
|
December 5, 2024
|
|
Compare months over years on a chart
|
|
0
|
38
|
August 22, 2024
|
|
Consistent UI on mobile and desktop
|
|
4
|
86
|
May 29, 2024
|
|
Dedicated onboarding page
|
|
1
|
150
|
January 28, 2025
|
|
Dark interface colors option
|
|
3
|
109
|
April 14, 2025
|
|
Portfolio not updated with today's data
|
|
8
|
73
|
March 5, 2025
|
|
Translate app into other languages
|
|
2
|
107
|
November 11, 2024
|
|
Import of Polish Bonds
|
|
2
|
104
|
May 28, 2024
|
|
Lifetime upgrade
|
|
4
|
69
|
December 3, 2024
|
|
Improved history page
|
|
4
|
51
|
February 7, 2025
|