# Top **URL:** https://community.mycapitally.com/top.md [Latest](https://community.mycapitally.com/latest.md) · [Categories](https://community.mycapitally.com/categories.md) · [Tags](https://community.mycapitally.com/tags.md) --- ## [Sweden tax setup with Tradin212](https://community.mycapitally.com/t/sweden-tax-setup-with-tradin212/724)
**Author:** [@PerOrn](https://community.mycapitally.com/u/PerOrn)\ **Replies:** 10\ **Last updated:** [November 11, 2025, 3:05pm UTC](https://community.mycapitally.com/t/sweden-tax-setup-with-tradin212/724 "2025-11-11T15:05:34Z")
Hello! Can anyone help me setting up tax report to Swedish tax laws with sales of stocks and divindends reinvested. I´m fideling around but i´m not sure how to do. Help would be very appriciated. :)… --- ## [Saudi Market (TADAWUL) Data Not Working When Adding Assets](https://community.mycapitally.com/t/saudi-market-tadawul-data-not-working-when-adding-assets/755)
**Author:** [@faisal\_al\_saud](https://community.mycapitally.com/u/faisal_al_saud)\ **Replies:** 9\ **Last updated:** [March 12, 2026, 9:05am UTC](https://community.mycapitally.com/t/saudi-market-tadawul-data-not-working-when-adding-assets/755 "2026-03-12T09:05:58Z")
I am trying to add my assets, but the Saudi market is not working correctly. Even when I use Data Freshness for Saudi Arabia Exchange (TADAWUL, SA), the market data still does not load or function as expected. I have tr… --- ## [Did I initialize capitally correctly](https://community.mycapitally.com/t/did-i-initialize-capitally-correctly/710)
**Author:** [@david\_harper](https://community.mycapitally.com/u/david_harper)\ **Replies:** 9\ **Last updated:** [October 25, 2025, 8:25pm UTC](https://community.mycapitally.com/t/did-i-initialize-capitally-correctly/710 "2025-10-25T20:25:20Z")
Hello, I just started a trial. I’ll admit the user interface takes some getting used to. Can I just check that I initialized correctly (see below). I have two accounts at Schwab: a regular taxable account, and an IRA. Th… --- ## [I'm getting a "failed to fetch" error](https://community.mycapitally.com/t/im-getting-a-failed-to-fetch-error/728)
**Author:** [@david\_harper](https://community.mycapitally.com/u/david_harper)\ **Replies:** 3\ **Last updated:** [November 9, 2025, 9:36pm UTC](https://community.mycapitally.com/t/im-getting-a-failed-to-fetch-error/728 "2025-11-09T21:36:08Z")
I’m getting this error MarketDataError: Client network socket disconnected before secure TLS connection was established Details: { "name": "PositionsDataError", "dataErrors": {}, "fetchErrors": \[ { "@@m… --- ## [Duplicated upcoming JEPQ dividends](https://community.mycapitally.com/t/zdublowane-przyszle-dywidendy-jepq/745)
**Author:** [@Piotr](https://community.mycapitally.com/u/Piotr)\ **Replies:** 6\ **Last updated:** [January 6, 2026, 3:56pm UTC](https://community.mycapitally.com/t/zdublowane-przyszle-dywidendy-jepq/745 "2026-01-06T15:56:16Z")
The dividend forecast from the JEPQ ETF shows a double payout starting next month. The history is always fine, but the forecast adds a second payout on the 19th of the given month, which significantly distorts looking i… --- ## [Poland's inflation as a benchmark](https://community.mycapitally.com/t/polska-inflacja-jako-benchmark/792)
**Author:** [@wojtek\_czerwinski](https://community.mycapitally.com/u/wojtek_czerwinski)\ **Replies:** 4\ **Last updated:** [April 13, 2026, 5:34pm UTC](https://community.mycapitally.com/t/polska-inflacja-jako-benchmark/792 "2026-04-13T17:34:45Z")
How to create a benchmark illustrating inflation in Poland? --- ## [Calculate correct exchange rate on foreign capital gains sales gains for UK residents](https://community.mycapitally.com/t/calculate-correct-exchange-rate-on-foreign-capital-gains-sales-gains-for-uk-residents/690)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 3\ **Last updated:** [October 1, 2025, 6:40pm UTC](https://community.mycapitally.com/t/calculate-correct-exchange-rate-on-foreign-capital-gains-sales-gains-for-uk-residents/690 "2025-10-01T18:40:55Z")
Hello, just started with Capitally and I am so very impressed with everything you have here, thank you.:grinning\_face: Is there a way to modify the exchange rate displayed on sales of stock so that it reflects UK tax le… --- ## [Unconfirmed Transactions](https://community.mycapitally.com/t/unconfirmed-transactions/789)
**Author:** [@roger\_running](https://community.mycapitally.com/u/roger_running)\ **Replies:** 6\ **Last updated:** [April 14, 2026, 10:45am UTC](https://community.mycapitally.com/t/unconfirmed-transactions/789 "2026-04-14T10:45:24Z")
After importing transaction history, especially “SPLIT” transactions (which are added automatically) are showing up as unconfirmed … does this “unconfirmed” flag of the transaction have an effect on anything, like portfo… --- ## [Is there any way to find the Max drawdown for a portfolio/instrument?](https://community.mycapitally.com/t/czy-mozna-jakos-znalezc-max-dropdown-dla-portfolio-instrumentu/777)
**Author:** [@janusz\_kalinowski](https://community.mycapitally.com/u/janusz_kalinowski)\ **Replies:** 1\ **Last updated:** [February 19, 2026, 10:05pm UTC](https://community.mycapitally.com/t/czy-mozna-jakos-znalezc-max-dropdown-dla-portfolio-instrumentu/777 "2026-02-19T22:05:51Z")
Good morning, is there any way to configure or find the max drawdown for an asset or for the whole portfolio? Gemini suggests there should be an “Analysis” section, but I can’t find anything like that… J. --- ## [Importing IBKR shows "invalid date" and "not a number" errors](https://community.mycapitally.com/t/importing-ibkr-shows-invalid-date-and-not-a-number-errors/708)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 6\ **Last updated:** [October 23, 2025, 10:17am UTC](https://community.mycapitally.com/t/importing-ibkr-shows-invalid-date-and-not-a-number-errors/708 "2025-10-23T10:17:48Z")
Hello When I try to import my IBKR transactions, the CSV file generated creates two distinct sections: 1- a header with the stocks and trades including currency conversions 2- a second header later on which is similar… --- ## [Desktop Mode Request](https://community.mycapitally.com/t/desktop-mode-request/707)
**Author:** [@Moritz](https://community.mycapitally.com/u/Moritz)\ **Replies:** 4\ **Last updated:** [October 19, 2025, 5:08pm UTC](https://community.mycapitally.com/t/desktop-mode-request/707 "2025-10-19T17:08:11Z")
Hello :waving\_hand: I’d like to request an option to display the desktop version on mobile devices. When the browser automatically switches to mobile view on smaller screens, I find the desktop layout more practical fo… --- ## [Wrong data: ISIN US78464A8541](https://community.mycapitally.com/t/wrong-data-isin-us78464a8541/723)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 6\ **Last updated:** [November 19, 2025, 3:28pm UTC](https://community.mycapitally.com/t/wrong-data-isin-us78464a8541/723 "2025-11-19T15:28:58Z")
The price of SPDR® Portfolio S&P 500 ETF (SPLG), US78464A8541, is seen as 3812 USD now, but it should be just about 80 USD. --- ## [Principal Change chart - can I subtract portfolio income?](https://community.mycapitally.com/t/principal-change-chart-can-i-subtract-portfolio-income/721)
**Author:** [@Grzegorz1](https://community.mycapitally.com/u/Grzegorz1)\ **Replies:** 0\ **Last updated:** [November 1, 2025, 12:16pm UTC](https://community.mycapitally.com/t/principal-change-chart-can-i-subtract-portfolio-income/721 "2025-11-01T12:16:09Z")
Currently Principal Change chart (column for each month) shows new money I invested each month, but that does not subtract money that flowed out of the portfolio by income (dividends, interest, etc.), so it shows really … --- ## [Monthly calendar view](https://community.mycapitally.com/t/monthly-calendar-view/715)
**Author:** [@Claudio](https://community.mycapitally.com/u/Claudio)\ **Replies:** 4\ **Last updated:** [October 29, 2025, 1:32pm UTC](https://community.mycapitally.com/t/monthly-calendar-view/715 "2025-10-29T13:32:24Z")
It would be nice to have a monthly calendar view. This would be nice to see dividends / gains during a week in each day. --- ## [Export the data for AI consumption](https://community.mycapitally.com/t/export-the-data-for-ai-consumption/778)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 4\ **Last updated:** [June 15, 2026, 4:30pm UTC](https://community.mycapitally.com/t/export-the-data-for-ai-consumption/778 "2026-06-15T16:30:47Z")
Hi, I’d like to request a feature to export the portfolio in a format which can be easily consumed by AI tools. It can be a format which can also be easily read by human. Currently only a json file is exported and it’s n… --- ## [Support for tracking investments that cannot be priced](https://community.mycapitally.com/t/support-for-tracking-investments-that-cannot-be-priced/716)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 1\ **Last updated:** [November 20, 2025, 7:58pm UTC](https://community.mycapitally.com/t/support-for-tracking-investments-that-cannot-be-priced/716 "2025-11-20T19:58:58Z")
When you have a wealth manager, they often just send you the overall investment value once a month. So the only thing you know, is your cashflows (deposits and withdrawals) and monthly value. Tracking them with the curr… --- ## [Benchmarks %chg updates](https://community.mycapitally.com/t/benchmarks-chg-updates/824)
**Author:** [@lu1](https://community.mycapitally.com/u/lu1)\ **Replies:** 7\ **Last updated:** [August 10, 2026, 9:12am UTC](https://community.mycapitally.com/t/benchmarks-chg-updates/824 "2026-08-10T09:12:24Z")
sometimes the benchmarks percentual changes are wrong…on the 15/6 for the SPXTR Index we should have +1,68% and not ++0,55%… --- ## [Improved performance on large projects](https://community.mycapitally.com/t/improved-performance-on-large-projects/760)
**Author:** [@Moritz](https://community.mycapitally.com/u/Moritz)\ **Replies:** 8\ **Last updated:** [September 18, 2026, 6:27pm UTC](https://community.mycapitally.com/t/improved-performance-on-large-projects/760 "2026-09-18T18:27:05Z")
Good morning! Is it possible to improve “performance on large projects” even further? Thank you and best regards, Moritz --- ## [Best practices to track the funds in the brokers](https://community.mycapitally.com/t/best-practices-to-track-the-funds-in-the-brokers/806)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 6\ **Last updated:** [June 5, 2026, 1:58am UTC](https://community.mycapitally.com/t/best-practices-to-track-the-funds-in-the-brokers/806 "2026-06-05T01:58:48Z")
I’ve read How to Track Cash in Capitally | Capitally but I still don’t understand how to track the cash stored in the brokers. After I sell some equities in the broker, the cash is stored in the broker. Then I add a “S… --- ## [XTB now allows selling specific position, not just FIFO, will this work with Capitally?](https://community.mycapitally.com/t/xtb-now-allows-selling-specific-position-not-just-fifo-will-this-work-with-capitally/821)
**Author:** [@Jakub](https://community.mycapitally.com/u/Jakub)\ **Replies:** 5\ **Last updated:** [July 31, 2026, 3:33pm UTC](https://community.mycapitally.com/t/xtb-now-allows-selling-specific-position-not-just-fifo-will-this-work-with-capitally/821 "2026-07-31T15:33:52Z")
As the title says - XTB now allows to sell specific position on a stock/ETF, not just FIFO, will this work with Capitally? --- ## [Future dividends missing or with incorrect dates](https://community.mycapitally.com/t/future-dividends-missing-or-with-incorrect-dates/743)
**Author:** [@Grzegorz1](https://community.mycapitally.com/u/Grzegorz1)\ **Replies:** 4\ **Last updated:** [December 18, 2025, 2:39pm UTC](https://community.mycapitally.com/t/future-dividends-missing-or-with-incorrect-dates/743 "2025-12-18T14:39:15Z")
On the main page Dividend events for today (16th of December 2025) are missing completely for AVDV and AVES etfs while for AVUV etf estimated dividend is listed as “within 9 days”. This also results in artificial low po… --- ## [Singapore exchange stock price not updating](https://community.mycapitally.com/t/singapore-exchange-stock-price-not-updating/785)
**Author:** [@tay](https://community.mycapitally.com/u/tay)\ **Replies:** 5\ **Last updated:** [May 15, 2026, 2:28pm UTC](https://community.mycapitally.com/t/singapore-exchange-stock-price-not-updating/785 "2026-05-15T14:28:08Z")
Hi, I am currently using Capitally to track my portfolio for Singapore-listed stocks (STI). Typically, the end-of-day (EOD) prices are updated about 4–5 hours after the market closes. However, since last Friday, the EO… --- ## [Adjusting cost basis following spinoffs](https://community.mycapitally.com/t/adjusting-cost-basis-following-spinoffs/720)
**Author:** [@jason\_rhodes](https://community.mycapitally.com/u/jason_rhodes)\ **Replies:** 3\ **Last updated:** [November 1, 2025, 6:24pm UTC](https://community.mycapitally.com/t/adjusting-cost-basis-following-spinoffs/720 "2025-11-01T18:24:43Z")
Is there a way to account for this with a new transaction entry? I tried to just sell 0 shares, but editing the value, in attempt to reduce my overall cost basis by that much (what I did in a different investment track… --- ## [Allocation percentage calculation](https://community.mycapitally.com/t/allocation-percentage-calculation/692)
**Author:** [@Andries\_Zwikstra](https://community.mycapitally.com/u/Andries_Zwikstra)\ **Replies:** 3\ **Last updated:** [October 7, 2025, 12:40pm UTC](https://community.mycapitally.com/t/allocation-percentage-calculation/692 "2025-10-07T12:40:33Z")
The allocation metric in the portfolio view is now calculated as the value of the asset divided by the total gross absolute value of all assets in the portfolio. This creates a rather non-meaningful number for the portfo… --- ## [Export is buggy](https://community.mycapitally.com/t/export-is-buggy/702)
**Author:** [@Adrian\_Bajeczny](https://community.mycapitally.com/u/Adrian_Bajeczny)\ **Replies:** 6\ **Last updated:** [October 14, 2025, 3:53pm UTC](https://community.mycapitally.com/t/export-is-buggy/702 "2025-10-14T15:53:15Z")
Hi. Export, as of now, when done, creates a json file, which when imported back to a new project fails to import. So the feature works only within 1 project? To reproduce: I exported the entirety of the project, tick… --- ## [Order of entering transactions manually](https://community.mycapitally.com/t/order-of-entering-transactions-manually/712)
**Author:** [@derek1](https://community.mycapitally.com/u/derek1)\ **Replies:** 3\ **Last updated:** [October 25, 2025, 6:22am UTC](https://community.mycapitally.com/t/order-of-entering-transactions-manually/712 "2025-10-25T06:22:12Z")
When entering manually a holding I have had for several years, both buying and partially selling, it appears like you really have to enter everything in precise eorder, and perhaps only confirm dividends in order also? … --- ## [Custom assets - I can upload historical data as a csv?](https://community.mycapitally.com/t/custom-assets-i-can-upload-historical-data-as-a-csv/705)
**Author:** [@raphael\_cho](https://community.mycapitally.com/u/raphael_cho)\ **Replies:** 3\ **Last updated:** [October 16, 2025, 8:28am UTC](https://community.mycapitally.com/t/custom-assets-i-can-upload-historical-data-as-a-csv/705 "2025-10-16T08:28:59Z")
Hi, I have created a bond (US treasury) and is it possible to upload historical data with csv? I would like to upload 2-year data of the bond. Thanks --- ## [New asset: CFIBTGRE in Chilean Stock Exchange](https://community.mycapitally.com/t/new-asset-cfibtgre-in-chilean-stock-exchange/803)
**Author:** [@claudioivm](https://community.mycapitally.com/u/claudioivm)\ **Replies:** 0\ **Last updated:** [April 13, 2026, 3:03pm UTC](https://community.mycapitally.com/t/new-asset-cfibtgre-in-chilean-stock-exchange/803 "2026-04-13T15:03:36Z")
Hi Rafal, Please add CFIBTGRE in the Chilean Stock Exchange. Thank you. --- ## [Recording in-specie transfers](https://community.mycapitally.com/t/recording-in-specie-transfers/782)
**Author:** [@Leszek](https://community.mycapitally.com/u/Leszek)\ **Replies:** 4\ **Last updated:** [March 10, 2026, 8:36am UTC](https://community.mycapitally.com/t/recording-in-specie-transfers/782 "2026-03-10T08:36:11Z")
I have some ETFs I transfered in specie between two brokers. How should I record this correctly? “Transfer in” only handles external transfer. “Move” looks to be implemented as sale+buy, as it generates a tax event. Or … --- ## [Tax preset ignored in "Cost basis method"](https://community.mycapitally.com/t/tax-preset-ignored-in-cost-basis-method/754)
**Author:** [@s11](https://community.mycapitally.com/u/s11)\ **Replies:** 2\ **Last updated:** [January 9, 2026, 3:33pm UTC](https://community.mycapitally.com/t/tax-preset-ignored-in-cost-basis-method/754 "2026-01-09T15:33:21Z")
In Italy, for individual investors calculating capital gains on ETFs, the tax law typically uses the LIFO (Last-In, First-Out) method to determine the acquisition cost of the units you sell when you compute the gain (… --- ## [Future Dividends?](https://community.mycapitally.com/t/future-dividends/697)
**Author:** [@Adam1](https://community.mycapitally.com/u/Adam1)\ **Replies:** 3\ **Last updated:** [October 9, 2025, 10:59am UTC](https://community.mycapitally.com/t/future-dividends/697 "2025-10-09T10:59:53Z")
Seems suddenly I have future dividends changing my current position quantities? The say “estimated” not “unconfirmed”. Any ideas on how to correct this? --- ## [Position transfer in IBKR HU-\>IRL - mismatched value](https://community.mycapitally.com/t/transfer-pozycji-w-ibkr-hu-irl-rozbiezna-wartosc/734)
**Author:** [@lukasz\_j](https://community.mycapitally.com/u/lukasz_j)\ **Replies:** 4\ **Last updated:** [November 23, 2025, 1:10pm UTC](https://community.mycapitally.com/t/transfer-pozycji-w-ibkr-hu-irl-rozbiezna-wartosc/734 "2025-11-23T13:10:20Z")
Hi, I imported the transaction history from IBKR, in which I had the account moved from Hungary to Ireland, and therefore a transfer of shares occurred. I noticed that the values of the incoming and outgoing transfer di… --- ## [Degiro Import - Handling of quoted Description field](https://community.mycapitally.com/t/degiro-import-handling-of-quoted-description-field/753)
**Author:** [@john\_doughnut](https://community.mycapitally.com/u/john_doughnut)\ **Replies:** 3\ **Last updated:** [January 9, 2026, 4:48pm UTC](https://community.mycapitally.com/t/degiro-import-handling-of-quoted-description-field/753 "2026-01-09T16:48:39Z")
I found that when importing from Degiro and the buy count is \>1000 then the description column becomes quoted since they output 1000 as 1,000. It seems the import does not use quoted values as one and the import breaks. … --- ## [Importing Crypto transactions - Help required](https://community.mycapitally.com/t/importing-crypto-transactions-help-required/766)
**Author:** [@isis\_d](https://community.mycapitally.com/u/isis_d)\ **Replies:** 4\ **Last updated:** [January 26, 2026, 9:09pm UTC](https://community.mycapitally.com/t/importing-crypto-transactions-help-required/766 "2026-01-26T21:09:45Z")
Struggling big time to import crypto transactions from Swyftx. Using the advanced mapper with custom format. I cannot get it to map to my current positions in the crypto exchanges. What is the difference between “Pric… --- ## [Bug when trying to upload a portfolio exported from Capitally](https://community.mycapitally.com/t/bug-al-querer-subir-una-cartera-exportada-de-capitally/825)
**Author:** [@gonza\_agrofinn](https://community.mycapitally.com/u/gonza_agrofinn)\ **Replies:** 7\ **Last updated:** [August 19, 2026, 1:34pm UTC](https://community.mycapitally.com/t/bug-al-querer-subir-una-cartera-exportada-de-capitally/825 "2026-08-19T13:34:55Z")
SchemaError Details: { "name": "SchemaError", "issues": \[ { "expected": "object", "code": "invalid\_type", "path": \[ "nodes", "Equity/Small-Cap" \], "message": "Invali… --- ## [No asset found: "CA13585U1093" (CAN - CAD) i "US8629451027" (ASST - USD)](https://community.mycapitally.com/t/no-asset-found-ca13585u1093-can-cad-i-us8629451027-asst-usd/719)
**Author:** [@Jaroslaw](https://community.mycapitally.com/u/Jaroslaw)\ **Replies:** 3\ **Last updated:** [October 30, 2025, 6:30pm UTC](https://community.mycapitally.com/t/no-asset-found-ca13585u1093-can-cad-i-us8629451027-asst-usd/719 "2025-10-30T18:30:31Z")
Witam - nie importuje mi kilkunastu ttransakcji z IBKR dla asetów jak wyzej. Musze sobie to wprowadzać manulalnie czy jest jakaś inna metoda ? Ps. Inne transakcje sie importują bez problemów pozdrawiam Jarek --- ## [Default currency settings](https://community.mycapitally.com/t/default-currency-settings/693)
**Author:** [@Andries\_Zwikstra](https://community.mycapitally.com/u/Andries_Zwikstra)\ **Replies:** 3\ **Last updated:** [October 7, 2025, 12:41pm UTC](https://community.mycapitally.com/t/default-currency-settings/693 "2025-10-07T12:41:18Z")
I have two small quality of life suggestions: Would it be possible to set a different default setting for ‘currency’ when viewing the portfolio vs. individual stocks? Could there be an option to display the ‘Asset pric… --- ## [Taiwan ETF price is wrong](https://community.mycapitally.com/t/taiwan-etf-price-is-wrong/706)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 3\ **Last updated:** [October 16, 2025, 9:44am UTC](https://community.mycapitally.com/t/taiwan-etf-price-is-wrong/706 "2025-10-16T09:44:44Z")
https://finance.yahoo.com/quote/00795B.TWO/ It’s about 27.74 TWD according to Yahoo Finance, but it’s about 30.64 TWD in Capitally. --- ## [Automatic US dividend tax withholding and cash tracking](https://community.mycapitally.com/t/automatic-us-dividend-tax-withholding-and-cash-tracking/748)
**Author:** [@Francois](https://community.mycapitally.com/u/Francois)\ **Replies:** 2\ **Last updated:** [January 8, 2026, 7:32pm UTC](https://community.mycapitally.com/t/automatic-us-dividend-tax-withholding-and-cash-tracking/748 "2026-01-08T19:32:18Z")
Hi Rafal, As you know, the US automatically withholds taxes on dividends if you’re a foreigner; the tax is 15% if you live in Canada. Now, through tax presets, I can account for that 15% as “tax due” and can see my ret… --- ## [Cost base of assets in foreign currency](https://community.mycapitally.com/t/cost-base-of-assets-in-foreign-currency/738)
**Author:** [@rolf](https://community.mycapitally.com/u/rolf)\ **Replies:** 3\ **Last updated:** [December 9, 2025, 9:49pm UTC](https://community.mycapitally.com/t/cost-base-of-assets-in-foreign-currency/738 "2025-12-09T21:49:19Z")
If I purchase stocks from my USD account it does not use the cost base of the USD on my account but of USD at the day I bought the stock. This is obviously wrong. That is why I have dedicated trading accounts in foreign … --- ## [How to import from Hargreaves Landsdown](https://community.mycapitally.com/t/how-to-import-from-hargreaves-landsdown/717)
**Author:** [@william\_fryer](https://community.mycapitally.com/u/william_fryer)\ **Replies:** 3\ **Last updated:** [October 28, 2025, 12:10pm UTC](https://community.mycapitally.com/t/how-to-import-from-hargreaves-landsdown/717 "2025-10-28T12:10:27Z")
Just signed up and trying to import from Hargreaves Landsdown but With HL you can only export one year at a time and I have 8 years worth of data including lots of regular monthly investing. Also, lots of the holdings I … --- ## [Automatic tracking of mutual fund capital gains](https://community.mycapitally.com/t/automatic-tracking-of-mutual-fund-capital-gains/711)
**Author:** [@derek1](https://community.mycapitally.com/u/derek1)\ **Replies:** 3\ **Last updated:** [October 26, 2025, 8:15am UTC](https://community.mycapitally.com/t/automatic-tracking-of-mutual-fund-capital-gains/711 "2025-10-26T08:15:14Z")
A mutual fund I entered correctly pulled up dividends paid at the end of each year and properly accounted for reinvesting into new shares. However, it doesn’t seem to be capturing additional distributions made at the sa… --- ## [Date picker prevents other options in import advanced mode](https://community.mycapitally.com/t/date-picker-prevents-other-options-in-import-advanced-mode/828)
**Author:** [@Maciek](https://community.mycapitally.com/u/Maciek)\ **Replies:** 2\ **Last updated:** [July 18, 2026, 5:27pm UTC](https://community.mycapitally.com/t/date-picker-prevents-other-options-in-import-advanced-mode/828 "2026-07-18T17:27:27Z")
Hi, I’m running into issues when trying to assign dates. When I want to create a variable of type “Date” or even set a date field like “Transaction Date” it only shows me a date picker to choose a manual value, when I w… --- ## [Setting up a treasury bond asset](https://community.mycapitally.com/t/setting-up-a-treasury-bond-asset/732)
**Author:** [@Jim\_W](https://community.mycapitally.com/u/Jim_W)\ **Replies:** 3\ **Last updated:** [November 22, 2025, 7:28pm UTC](https://community.mycapitally.com/t/setting-up-a-treasury-bond-asset/732 "2025-11-22T19:28:18Z")
I am new to Capitally, trying to set up a US treasury bill/bond asset but somehow missing something or not fully understanding how this should work. I set up the asset (custom asset) . US T bill matures on Dec 16 with… --- ## [StockSplit - Swissquote](https://community.mycapitally.com/t/stocksplit-swissquote/784)
**Author:** [@roger\_running](https://community.mycapitally.com/u/roger_running)\ **Replies:** 4\ **Last updated:** [March 17, 2026, 10:00am UTC](https://community.mycapitally.com/t/stocksplit-swissquote/784 "2026-03-17T10:00:01Z")
Hi, I am importing transactions from Swissquote broker and all but 2 stock splits get recognised. I tried to add them manually in the “under the hood” mode, but am not getting it recognised. Can you help pls. here i… --- ## [Data stuck for ISIN ES0105591004](https://community.mycapitally.com/t/data-stuck-for-isin-es0105591004/737)
**Author:** [@Daniel](https://community.mycapitally.com/u/Daniel)\ **Replies:** 2\ **Last updated:** [December 7, 2025, 3:43pm UTC](https://community.mycapitally.com/t/data-stuck-for-isin-es0105591004/737 "2025-12-07T15:43:05Z")
Hey there, The price data for the following symbol seems to be stuck in 9.8€ since July for me. I can see updates since then in Yahoo Finance and BMEGrowth, but not in Capitally. Symbol: LLYC ISIN: ES0105591004 This … --- ## [TWR/MWR of the project as a separate column](https://community.mycapitally.com/t/twr-mwr-of-the-project-as-a-separate-column/835)
**Author:** [@master\_leszek](https://community.mycapitally.com/u/master_leszek)\ **Replies:** 4\ **Last updated:** [August 11, 2026, 6:31pm UTC](https://community.mycapitally.com/t/twr-mwr-of-the-project-as-a-separate-column/835 "2026-08-11T18:31:40Z")
Hey there. So my proposition is nothing earth shattering. For now, Capitally exposes the MWR as a column for every account you make, which is brilliant for the people like me, who use the data from capitally as a source … --- ## [Lot Detail & Income Summary Improvements](https://community.mycapitally.com/t/lot-detail-income-summary-improvements/761)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 3\ **Last updated:** [February 11, 2026, 6:37pm UTC](https://community.mycapitally.com/t/lot-detail-income-summary-improvements/761 "2026-02-11T18:37:10Z")
hi, rewrote this. I’m using Capitally to prepare my taxes, but I’m struggling to see the detailed breakdown of my trades. Capitally shows totals well, but it’s hard to view the underlying buy/sell dates and units—espec… --- ## [Expired Options](https://community.mycapitally.com/t/expired-options/787)
**Author:** [@roger\_running](https://community.mycapitally.com/u/roger_running)\ **Replies:** 4\ **Last updated:** [March 19, 2026, 8:00pm UTC](https://community.mycapitally.com/t/expired-options/787 "2026-03-19T20:00:54Z")
Hi, I am about to create my portfolio, focusing first on 2025 transactions to support with tax reporting. I have quite a number of stock option trades, that Capitally does not find via ISIN (probably because options exp… --- ## [Manual bond prices](https://community.mycapitally.com/t/manual-bond-prices/696)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 2\ **Last updated:** [October 9, 2025, 8:49pm UTC](https://community.mycapitally.com/t/manual-bond-prices/696 "2025-10-09T20:49:42Z")
For bonds acquired on the secondary market, that we may want to sell before maturity, the intrinsic price calculated by adding face value and accrued interest doesn’t reflect the actual street price of the bond that we w… [Next page](https://community.mycapitally.com/top.md?page=1&per_page=50)