|
Total returns not adding up
|
|
9
|
84
|
July 16, 2025
|
|
Sweden tax setup with Tradin212
|
|
10
|
46
|
November 11, 2025
|
|
Did I initialize capitally correctly
|
|
9
|
48
|
October 25, 2025
|
|
New onboarding experience and plans ahead for Capitally
|
|
0
|
51
|
February 4, 2025
|
|
Comparing market value to cash transferred in
|
|
0
|
39
|
September 27, 2025
|
|
AI Assistant - Chat with your portfolio
|
|
2
|
86
|
July 12, 2025
|
|
Add optional notes to bookmarks, filters and charts
|
|
1
|
33
|
February 18, 2025
|
|
Tax due settlement dates calculation
|
|
2
|
47
|
March 16, 2025
|
|
Allocation and rebalancing info
|
|
4
|
62
|
June 5, 2025
|
|
Support for other cost-basis election methods (ACB, LIFO, HICO)
|
|
4
|
62
|
December 24, 2025
|
|
Currency display issue when entering transactions
|
|
2
|
37
|
June 13, 2025
|
|
Portfolio bookmarks
|
|
3
|
87
|
February 3, 2025
|
|
Portfolio not updated with today's data
|
|
8
|
93
|
March 5, 2025
|
|
Wrong price of ETF I500: Shares S&P 500 Swap UCITS ETF USD (Acc)
|
|
7
|
84
|
May 16, 2025
|
|
Improved history page
|
|
4
|
65
|
February 7, 2025
|
|
Discrepancy in Rate of Return (TWR) value
|
|
7
|
79
|
May 21, 2025
|
|
Tax withholding on dividends
|
|
6
|
84
|
March 28, 2025
|
|
How do I record Bonus payout Stocks received by Company in transactions
|
|
1
|
44
|
April 27, 2025
|
|
Weird cash balance
|
|
8
|
64
|
July 8, 2025
|
|
Icons for accounts, or, more accounts from a single template
|
|
1
|
40
|
May 18, 2025
|
|
Direct cash flow introduction
|
|
4
|
78
|
May 12, 2025
|
|
Support for tracking investments that cannot be priced
|
|
1
|
74
|
November 20, 2025
|
|
Assets incorrectly tagged as "Cash"
|
|
5
|
70
|
April 16, 2025
|
|
Incorrect currency exchange rate for a dividend in tax reports
|
|
2
|
56
|
April 12, 2025
|
|
Use Capitally via CLI
|
|
3
|
83
|
March 9, 2025
|
|
Issue with historical prices & FX
|
|
7
|
61
|
May 12, 2025
|
|
Display capital gain
|
|
7
|
64
|
March 15, 2025
|
|
Make pricing data available during import
|
|
0
|
26
|
March 6, 2025
|
|
Tax presets - tax due period
|
|
7
|
65
|
January 17, 2025
|
|
Duplicated upcoming JEPQ dividends
|
|
6
|
56
|
January 6, 2026
|
|
Moving a real estate investment under an Account (or Folder) should be more intuitive
|
|
1
|
34
|
September 4, 2025
|
|
Summary ammount and Portfolio aren't the same
|
|
5
|
62
|
March 3, 2025
|
|
Loans and Deposits
|
|
8
|
48
|
August 11, 2025
|
|
Buying assets doesn't change cash balance on account
|
|
3
|
73
|
March 4, 2025
|
|
Desktop Mode Request
|
|
4
|
64
|
October 19, 2025
|
|
Add original amounts in original currency to all tax reports
|
|
3
|
74
|
April 21, 2025
|
|
Principal Change chart - can I subtract portfolio income?
|
|
0
|
22
|
November 1, 2025
|
|
New pricing tiers and payments provider
|
|
0
|
138
|
January 31, 2025
|
|
Are dividends used to buy other stocks double counted?
|
|
2
|
69
|
May 12, 2025
|
|
Possibility to define custom KPI metrics in summary view
|
|
4
|
47
|
August 4, 2025
|
|
Custom benchmark not working anymore
|
|
4
|
46
|
May 12, 2025
|
|
Additional information in transactions
|
|
4
|
48
|
August 4, 2025
|
|
3-for-1 stock split of Schwab US Dividend Equity ETF (NYSE: SCHD)
|
|
4
|
45
|
June 11, 2025
|
|
Option to open an external link for a market symbol
|
|
3
|
54
|
July 16, 2025
|
|
Monthly calendar view
|
|
4
|
55
|
October 29, 2025
|
|
Issue with Importing Date/Time in "MMM d, YYYY, HH:mm:ss tt" Format
|
|
7
|
40
|
September 3, 2025
|
|
Incorrect dividend "tax paid" calculation
|
|
5
|
46
|
January 13, 2025
|
|
Calculate correct exchange rate on foreign capital gains sales gains for UK residents
|
|
3
|
49
|
October 1, 2025
|
|
Wrong data: ISIN US78464A8541
|
|
6
|
41
|
November 19, 2025
|
|
I couldn't load data using this preset
|
|
4
|
45
|
June 5, 2025
|