# Top **URL:** https://community.mycapitally.com/top.md?page=1 [Latest](https://community.mycapitally.com/latest.md) · [Categories](https://community.mycapitally.com/categories.md) · [Tags](https://community.mycapitally.com/tags.md) **Page:** 2 --- ## [Error when trying to choose a lot to close](https://community.mycapitally.com/t/error-when-trying-to-choose-a-lot-to-close/809)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 3\ **Last updated:** [April 27, 2026, 2:40pm UTC](https://community.mycapitally.com/t/error-when-trying-to-choose-a-lot-to-close/809 "2026-04-27T14:40:49Z")
iOS 18.3 Safari --- ## [MSCI Europe index is working properly?](https://community.mycapitally.com/t/msci-europe-index-is-working-properly/730)
**Author:** [@gonza\_agrofinn](https://community.mycapitally.com/u/gonza_agrofinn)\ **Replies:** 2\ **Last updated:** [January 6, 2026, 9:17am UTC](https://community.mycapitally.com/t/msci-europe-index-is-working-properly/730 "2026-01-06T09:17:00Z")
MSCI Europe Index, seems to be high, any idea? --- ## [Main page - all assets](https://community.mycapitally.com/t/main-page-all-assets/758)
**Author:** [@Grzegorz1](https://community.mycapitally.com/u/Grzegorz1)\ **Replies:** 3\ **Last updated:** [May 14, 2026, 7:32am UTC](https://community.mycapitally.com/t/main-page-all-assets/758 "2026-05-14T07:32:32Z")
On the main page, I would like the chart on the right to always show data for all assets, not just liquid assets (and chart on the left to show just liquid assets). I can do this, but when I go back to this page, it is c… --- ## [How to include cash like investments in the Cash report?](https://community.mycapitally.com/t/how-to-include-cash-like-investments-in-the-cash-report/703)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 2\ **Last updated:** [October 14, 2025, 3:15pm UTC](https://community.mycapitally.com/t/how-to-include-cash-like-investments-in-the-cash-report/703 "2025-10-14T15:15:00Z")
hi - question in this regard please: The Cash report is very useful and I would like to also add cash like investments to that report but I can’t seem to do it. For example CSH2 LU1230136894 is cash like. I tried to add … --- ## [GBX vs GBP again](https://community.mycapitally.com/t/gbx-vs-gbp-again/839)
**Author:** [@Jean-Marc](https://community.mycapitally.com/u/Jean-Marc)\ **Replies:** 5\ **Last updated:** [August 30, 2026, 2:42pm UTC](https://community.mycapitally.com/t/gbx-vs-gbp-again/839 "2026-08-30T14:42:12Z")
Hi Rafal, I became a millionaire today because the value of all my assets quoted in GBX was multiplied by 100! Contrary to previous times, it doesn’t affect a single asset but all those in GBX, which may indicate a bug … --- ## [Create custom Categories / Tags for Liquidity/Risk asset types](https://community.mycapitally.com/t/create-custom-categories-tags-for-liquidity-risk-asset-types/699)
**Author:** [@FIRE\_2035](https://community.mycapitally.com/u/FIRE_2035)\ **Replies:** 1\ **Last updated:** [October 11, 2025, 6:33am UTC](https://community.mycapitally.com/t/create-custom-categories-tags-for-liquidity-risk-asset-types/699 "2025-10-11T06:33:53Z")
I would like to classify my assets in four categories of Liquidity/Risk and to be able to display them in chart, pie-chart or x-ray type of charts: 1. Very High Liquidity / Very Low Risk 2. High Liquidity / Low–Moderat… --- ## [Tracking performance of investments sold](https://community.mycapitally.com/t/tracking-performance-of-investments-sold/735)
**Author:** [@Andries\_Zwikstra](https://community.mycapitally.com/u/Andries_Zwikstra)\ **Replies:** 1\ **Last updated:** [December 4, 2025, 9:06am UTC](https://community.mycapitally.com/t/tracking-performance-of-investments-sold/735 "2025-12-04T09:06:30Z")
As of now, Capitally is already fantastic for tracking return performance of bought investments sliced in various ways. However, another part of investment success is determined is selling at the right time rather than t… --- ## [integrating data from banks in spain](https://community.mycapitally.com/t/integrating-data-from-banks-in-spain/747)
**Author:** [@javier\_a](https://community.mycapitally.com/u/javier_a)\ **Replies:** 3\ **Last updated:** [December 24, 2025, 12:40pm UTC](https://community.mycapitally.com/t/integrating-data-from-banks-in-spain/747 "2025-12-24T12:40:13Z")
hi there am thinking to sign up for capitally but could not find the way to integrate automatically with spanish broker renta4, japanese broker rakuten securities or spanish banks such as banco sabadell , banco santande… --- ## [Name and Symbol change](https://community.mycapitally.com/t/name-and-symbol-change/741)
**Author:** [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\ **Replies:** 2\ **Last updated:** [December 11, 2025, 2:42pm UTC](https://community.mycapitally.com/t/name-and-symbol-change/741 "2025-12-11T14:42:26Z")
Hello, AMRK recently change the name to Gold.com along with new symbol GOLD. I am not able to find the symbol in capitally. Gold.com, Inc. - Integrated Precious Metals Company | NYSE:GOLD Please make appropriate ch… --- ## [Separate dividends tracking](https://community.mycapitally.com/t/separate-dividends-tracking/740)
**Author:** [@Ale](https://community.mycapitally.com/u/Ale)\ **Replies:** 1\ **Last updated:** [December 10, 2025, 5:14pm UTC](https://community.mycapitally.com/t/separate-dividends-tracking/740 "2025-12-10T17:14:17Z")
Hi :waving\_hand: I wonder if it’s possible to track separately the cash flows for the principals (e.g. buy & sell) and for the incomes (e.g. dividents, interests). Like having to cash positions for the same currency in … --- ## [Is there a way to chart future returns on expected bond coupon payments](https://community.mycapitally.com/t/is-there-a-way-to-chart-future-returns-on-expected-bond-coupon-payments/713)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 1\ **Last updated:** [October 24, 2025, 2:01pm UTC](https://community.mycapitally.com/t/is-there-a-way-to-chart-future-returns-on-expected-bond-coupon-payments/713 "2025-10-24T14:01:15Z")
Hi, is there a way to change the chart to project the future growth when I have all of the future bond coupon payments created? thanks --- ## [Does anyone track account margin loan in Interactive Brokers?](https://community.mycapitally.com/t/does-anyone-track-account-margin-loan-in-interactive-brokers/814)
**Author:** [@Leszek](https://community.mycapitally.com/u/Leszek)\ **Replies:** 2\ **Last updated:** [May 11, 2026, 6:55am UTC](https://community.mycapitally.com/t/does-anyone-track-account-margin-loan-in-interactive-brokers/814 "2026-05-11T06:55:07Z")
I know in principle I can setup this as a loan asset type from the same provider (and I haven’t tested that yet), but I was wondering if a) someone has this setup with automatic import b) can it be made to track margin… --- ## [COMM ticker changed to VISN](https://community.mycapitally.com/t/comm-ticker-changed-to-visn/764)
**Author:** [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\ **Replies:** 1\ **Last updated:** [January 26, 2026, 8:55pm UTC](https://community.mycapitally.com/t/comm-ticker-changed-to-visn/764 "2026-01-26T20:55:23Z")
CommScope(COMM) officially changed its name to Vistance Networks and began trading under the new ticker symbol VISN on the NASDAQ. Please add VISN in the ticker dropdown list. Question: - When this happened, COMM now … --- ## [Taxation in France](https://community.mycapitally.com/t/fiscalite-france/798)
**Author:** [@stefano\_botta](https://community.mycapitally.com/u/stefano_botta)\ **Replies:** 2\ **Last updated:** [April 4, 2026, 9:44am UTC](https://community.mycapitally.com/t/fiscalite-france/798 "2026-04-04T09:44:55Z")
Hello, I recently activated your free trial and imported my Swissquote portfolio. However, I am experiencing difficulties with tax tracking, and more generally, I am unable to clearly view capital gains and losses. Cou… --- ## [Deduction of tax paid does not take into account double taxation agreements](https://community.mycapitally.com/t/deduction-of-tax-paid-does-not-take-into-account-double-taxation-agreements/796)
**Author:** [@Adam](https://community.mycapitally.com/u/Adam)\ **Replies:** 3\ **Last updated:** [April 5, 2026, 4:29pm UTC](https://community.mycapitally.com/t/deduction-of-tax-paid-does-not-take-into-account-double-taxation-agreements/796 "2026-04-05T16:29:09Z")
Hi! I’ve noticed that the “Tax to Pay” value is incorrectly calculated for foreign interests (and potentially dividends), when the value of “Tax Paid” is higher than the rate defined by a double taxation agreement. In … --- ## [Some Schwab dividend types don't import](https://community.mycapitally.com/t/some-schwab-dividend-types-dont-import/768)
**Author:** [@david\_harper](https://community.mycapitally.com/u/david_harper)\ **Replies:** 1\ **Last updated:** [February 4, 2026, 9:58pm UTC](https://community.mycapitally.com/t/some-schwab-dividend-types-dont-import/768 "2026-02-04T21:58:38Z")
See image. Is it true that these dividend types (Short-term Cap Gains, Long-term Cap Gains) don’t import? i.e., they are excluded, so I would need to manually capture them. Please advise because this will be a PITA --- ## [Some Europe fund prices 2 days out of date](https://community.mycapitally.com/t/some-europe-fund-prices-2-days-out-of-date/714)
**Author:** [@robert1](https://community.mycapitally.com/u/robert1)\ **Replies:** 1\ **Last updated:** [October 25, 2025, 10:30am UTC](https://community.mycapitally.com/t/some-europe-fund-prices-2-days-out-of-date/714 "2025-10-25T10:30:50Z")
I realise EoD prices are used and there can be a delay after the market closes. However I see 4 Europe funds with Last Price Update = 2 days whereas the other Europe funds are yesterday. Surely all from same data source… --- ## [TER/OCF per-holding input with sort/rank by annual fee](https://community.mycapitally.com/t/ter-ocf-per-holding-input-with-sort-rank-by-annual-fee/813)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 1\ **Last updated:** [May 5, 2026, 10:42am UTC](https://community.mycapitally.com/t/ter-ocf-per-holding-input-with-sort-rank-by-annual-fee/813 "2026-05-05T10:42:13Z")
Ability to input an annual fee percentage (TER/OCF) for collective investments - ETFs, funds, investment trusts - and be able to sort, rank, or filter holdings by that figure. Key use case: quickly identifying holdings … --- ## [Real estate - lack of estimated upcoming recurring expenses](https://community.mycapitally.com/t/real-estate-lack-of-estimated-upcoming-recurring-expenses/771)
**Author:** [@amt\_fr](https://community.mycapitally.com/u/amt_fr)\ **Replies:** 1\ **Last updated:** [February 19, 2026, 7:59am UTC](https://community.mycapitally.com/t/real-estate-lack-of-estimated-upcoming-recurring-expenses/771 "2026-02-19T07:59:58Z")
There is a nice-looking feature for future recurring rent payments, but it makes no sense in real estate if there are no future recurring expenses estimated along with it. I have tried adding a fee value to the “Rent Pa… --- ## [Adding share that was gifted by employer](https://community.mycapitally.com/t/adding-share-that-was-gifted-by-employer/695)
**Author:** [@Li\_T](https://community.mycapitally.com/u/Li_T)\ **Replies:** 1\ **Last updated:** [October 8, 2025, 7:28am UTC](https://community.mycapitally.com/t/adding-share-that-was-gifted-by-employer/695 "2025-10-08T07:28:24Z")
Hi, wondering how I might add a share that was awarded by my employer - as the “buy” price is $0, but still want to reflect the current value --- ## [Tax Report Detail](https://community.mycapitally.com/t/tax-report-detail/786)
**Author:** [@roger\_running](https://community.mycapitally.com/u/roger_running)\ **Replies:** 2\ **Last updated:** [March 17, 2026, 1:52pm UTC](https://community.mycapitally.com/t/tax-report-detail/786 "2026-03-17T13:52:48Z")
Can you provide a functionality to expand all lines on the “tax due” report with one-click, instead clicking each 1-by-1? I need to use the “tax due” report to prepare for annual tax-declaration on original transaction … --- ## [Reorder columns](https://community.mycapitally.com/t/reorder-columns/733)
**Author:** [@claudioivm](https://community.mycapitally.com/u/claudioivm)\ **Replies:** 2\ **Last updated:** [November 23, 2025, 1:16pm UTC](https://community.mycapitally.com/t/reorder-columns/733 "2025-11-23T13:16:23Z")
Hi Rafal. Can I reorder the columns? I remember there was a way to move them, but now I can’t find it. Thank you. --- ## [Long Call Option exercise triggers a realized loss](https://community.mycapitally.com/t/long-call-option-exercise-triggers-a-realized-loss/767)
**Author:** [@Philippe](https://community.mycapitally.com/u/Philippe)\ **Replies:** 2\ **Last updated:** [January 30, 2026, 3:27pm UTC](https://community.mycapitally.com/t/long-call-option-exercise-triggers-a-realized-loss/767 "2026-01-30T15:27:34Z")
In Capitally, when a long call option gets exercised automatically, a lot is closed with a realized loss (negative Realized Return) and a new one is open with 100 shares of the underlying stock with the cost basis set at… --- ## [Transfer of shares between DMs](https://community.mycapitally.com/t/transfer-akcji-miedzy-dm/757)
**Author:** [@Jaroslaw](https://community.mycapitally.com/u/Jaroslaw)\ **Replies:** 1\ **Last updated:** [January 19, 2026, 7:51pm UTC](https://community.mycapitally.com/t/transfer-akcji-miedzy-dm/757 "2026-01-19T19:51:52Z")
Hello, I transferred CRI shares between XTB and BOSSA. I have a question about how best to do this in CAPITALLY. In this situation there will be no report from either BOSSA or XTB to import, since this is neither a sale… --- ## [Physical Gold and Silver](https://community.mycapitally.com/t/physical-gold-and-silver/822)
**Author:** [@markIbz](https://community.mycapitally.com/u/markIbz)\ **Replies:** 1\ **Last updated:** [June 15, 2026, 4:26pm UTC](https://community.mycapitally.com/t/physical-gold-and-silver/822 "2026-06-15T16:26:28Z")
I actually invest in Physical Gold and Silver, buying coins, bars, combibars… I would like to know if there’s any way to track purchases, history of purchase and sales, FIFO, updated value of assets or value by total GOL… --- ## [Cash Account Invalid Input](https://community.mycapitally.com/t/cash-account-invalid-input/698)
**Author:** [@Jean](https://community.mycapitally.com/u/Jean)\ **Replies:** 3\ **Last updated:** [October 12, 2025, 4:29pm UTC](https://community.mycapitally.com/t/cash-account-invalid-input/698 "2025-10-12T16:29:30Z")
Greetings, I find myself in a situation where a negative euro balance has occurred upon the creation of an asset. Consequently, the total valuation of my assets is inaccurate. I am in need of assistance. Thank you. --- ## [UK GILTS - not available, is it possible please?](https://community.mycapitally.com/t/uk-gilts-not-available-is-it-possible-please/691)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 1\ **Last updated:** [October 2, 2025, 10:24am UTC](https://community.mycapitally.com/t/uk-gilts-not-available-is-it-possible-please/691 "2025-10-02T10:24:38Z")
UK GILTS are the UK Treasuries issued by the UK Government. In the UK they are very popular because they don’t pay capital gains tax and are safe. For some reason I cannot seem to be able to create a Gilt as an asset, s… --- ## [Close fractional positions](https://community.mycapitally.com/t/close-fractional-positions/805)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 1\ **Last updated:** [April 16, 2026, 5:01pm UTC](https://community.mycapitally.com/t/close-fractional-positions/805 "2026-04-16T17:01:53Z")
The “Dividend Reinvested” transactions automatically added by Capitally don’t match exactly the transactions in the statements of the broker - nor the amount, nor the price. This causes a problem after I sold all the sha… --- ## [Wrong Price for FTSE Developed World UCITS ETF (VHVG) IE00BK5BQV03](https://community.mycapitally.com/t/wrong-price-for-ftse-developed-world-ucits-etf-vhvg-ie00bk5bqv03/700)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 1\ **Last updated:** [October 10, 2025, 6:19pm UTC](https://community.mycapitally.com/t/wrong-price-for-ftse-developed-world-ucits-etf-vhvg-ie00bk5bqv03/700 "2025-10-10T18:19:41Z")
Hi. The market price for this ETF is £98.17 Capitally shows it as 77.74 -19.9% /1w, any chance to check out what is wrong with it please thank you! --- ## [New date selector](https://community.mycapitally.com/t/new-date-selector/799)
**Author:** [@Jean-Marc](https://community.mycapitally.com/u/Jean-Marc)\ **Replies:** 2\ **Last updated:** [April 12, 2026, 12:34pm UTC](https://community.mycapitally.com/t/new-date-selector/799 "2026-04-12T12:34:52Z")
Hi, the new date selector that was recently introduced doesn’t work well for me. If I create a new transaction, I first get today’s date (10th April), but then if I try to change the date to yesterday (9th April) by clic… --- ## [Transfer from Firstrade to IBKR - Transaction is not currently supported](https://community.mycapitally.com/t/transfer-z-firstrade-do-ibkr-transakcja-nie-jest-obecnie-obslugiwana/791)
**Author:** [@Piotr](https://community.mycapitally.com/u/Piotr)\ **Replies:** 2\ **Last updated:** [March 21, 2026, 6:11pm UTC](https://community.mycapitally.com/t/transfer-z-firstrade-do-ibkr-transakcja-nie-jest-obecnie-obslugiwana/791 "2026-03-21T18:11:06Z")
I transferred funds from Firstrade to IBKR but for the life of me I can’t correctly update the data in Capitally using any import methods. Import attempt: Firstrade : Account history (old version) returns messages: T… --- ## [Support Firefox Extended Support Release 115.34.1esr](https://community.mycapitally.com/t/support-firefox-extended-support-release-115-34-1esr/807)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 2\ **Last updated:** [April 23, 2026, 4:16pm UTC](https://community.mycapitally.com/t/support-firefox-extended-support-release-115-34-1esr/807 "2026-04-23T16:16:34Z")
Firefox 115 ESR is still maintained by Mozilla. The website stills supported this version a couple of days ago (I tried), but it’s suddenly not supported. I would like to suggest to keep the support of this version becau… --- ## [How to manually input the taxonomy](https://community.mycapitally.com/t/how-to-manually-input-the-taxonomy/779)
**Author:** [@Pere\_Martir](https://community.mycapitally.com/u/Pere_Martir)\ **Replies:** 1\ **Last updated:** [March 2, 2026, 1:18pm UTC](https://community.mycapitally.com/t/how-to-manually-input-the-taxonomy/779 "2026-03-02T13:18:32Z")
I have an ETF whose taxonomy is not automatically fetched and I am trying to define it manually, but it’s not clear to me what the numbers mean. I want to use the percentage, but the program doesn’t seem to expect the pe… --- ## [Return of capital dividend](https://community.mycapitally.com/t/return-of-capital-dividend/746)
**Author:** [@dennis](https://community.mycapitally.com/u/dennis)\ **Replies:** 1\ **Last updated:** [December 19, 2025, 11:41am UTC](https://community.mycapitally.com/t/return-of-capital-dividend/746 "2025-12-19T11:41:32Z")
How do I record a dividend that is described by the issuer as a return of capital. --- ## [Setting number of decimal points](https://community.mycapitally.com/t/setting-number-of-decimal-points/742)
**Author:** [@dennis](https://community.mycapitally.com/u/dennis)\ **Replies:** 1\ **Last updated:** [December 13, 2025, 10:07am UTC](https://community.mycapitally.com/t/setting-number-of-decimal-points/742 "2025-12-13T10:07:37Z")
I would like to see a minimum of two dicemal points for all transactions and the account balance. How do a make that happen, I only see two decimal points for amounts under $1,000, --- ## [Free and effective trading journal tools](https://community.mycapitally.com/t/free-and-effective-trading-journal-tools/729)
**Author:** [@tsuki](https://community.mycapitally.com/u/tsuki)\ **Replies:** 1\ **Last updated:** [January 21, 2026, 7:55am UTC](https://community.mycapitally.com/t/free-and-effective-trading-journal-tools/729 "2026-01-21T07:55:19Z")
What trading journal tools are people using? --- ## [Cash Tracking Issue](https://community.mycapitally.com/t/cash-tracking-issue/750)
**Author:** [@Hemanth\_Peyyeti](https://community.mycapitally.com/u/Hemanth_Peyyeti)\ **Replies:** 1\ **Last updated:** [January 6, 2026, 4:03pm UTC](https://community.mycapitally.com/t/cash-tracking-issue/750 "2026-01-06T16:03:02Z")
Hi, I use the Interactive Brokers pre-build to upload my trades and track them. I recently and for the first time bought a stock in Canadian Dollars (CAD) When I uploaded the transactions, the upload (a) did not create … --- ## [Price GB00BD050D80 multiplied by 100](https://community.mycapitally.com/t/price-gb00bd050d80-multiplied-by-100/780)
**Author:** [@Jean-Marc](https://community.mycapitally.com/u/Jean-Marc)\ **Replies:** 1\ **Last updated:** [March 2, 2026, 1:52pm UTC](https://community.mycapitally.com/t/price-gb00bd050d80-multiplied-by-100/780 "2026-03-02T13:52:09Z")
Hi Rafal, the GBP vs GBX issue is striking again, the price of GB00BD050D80 appears to be 100 times higher than it should be. At the moment it should be 97.82 GBX but appears as 97.82 GBP on my account. Can you please a… --- ## [Australian Tax Presets](https://community.mycapitally.com/t/australian-tax-presets/726)
**Author:** [@Michael](https://community.mycapitally.com/u/Michael)\ **Replies:** 1\ **Last updated:** [November 9, 2025, 8:48pm UTC](https://community.mycapitally.com/t/australian-tax-presets/726 "2025-11-09T20:48:06Z")
Has anyone set up Tax Presets for the Australian tax system? I am asking in the vague hope someone may save me some time. --- ## [Summary of all accounts](https://community.mycapitally.com/t/podsumowanie-wszytskich-prowadzonych-rachunkow/820)
**Author:** [@bartosz\_kedzierski](https://community.mycapitally.com/u/bartosz_kedzierski)\ **Replies:** 1\ **Last updated:** [June 5, 2026, 1:33am UTC](https://community.mycapitally.com/t/podsumowanie-wszytskich-prowadzonych-rachunkow/820 "2026-06-05T01:33:21Z")
Hi, I wanted to ask if it’s possible in Capitally to see a combined summary for all stock market accounts to get an overall picture of my investments and rate of return? And if not, is such a feature planned for the futu… --- ## [SPANISH FISCAL REPORTS](https://community.mycapitally.com/t/spanish-fiscal-reports/823)
**Author:** [@markIbz](https://community.mycapitally.com/u/markIbz)\ **Replies:** 1\ **Last updated:** [June 15, 2026, 4:28pm UTC](https://community.mycapitally.com/t/spanish-fiscal-reports/823 "2026-06-15T16:28:56Z")
Hello, is CAPITALLY prepared for SPANISH FISCALITY reports??? --- ## [Broken project after reload](https://community.mycapitally.com/t/broken-project-after-reload/739)
**Author:** [@rolf](https://community.mycapitally.com/u/rolf)\ **Replies:** 1\ **Last updated:** [December 10, 2025, 10:25am UTC](https://community.mycapitally.com/t/broken-project-after-reload/739 "2025-12-10T10:25:44Z")
Not sure how to address individual issues . After the latest reload of “new version” I cannot longer go to the portfolio page. Cannot read properties of undefined (reading ‘order’) Details: { "@@meta@@": { "compo… --- ## [Incorrect return for sold spin-off actions](https://community.mycapitally.com/t/incorrect-return-for-sold-spin-off-actions/836)
**Author:** [@jakub1](https://community.mycapitally.com/u/jakub1)\ **Replies:** 3\ **Last updated:** [August 19, 2026, 1:48pm UTC](https://community.mycapitally.com/t/incorrect-return-for-sold-spin-off-actions/836 "2026-08-19T13:48:29Z")
Hi @rafal, This year i received Creotech Quantum stocks due to spin-off. I have sold some of them with profit, but Capitally shows that I’m in loss. I have used Spin-off transaction type and it seems that calculations d… --- ## [Error deleting node](https://community.mycapitally.com/t/erreur-le-noeud-a-supprimer/704)
**Author:** [@Jean](https://community.mycapitally.com/u/Jean)\ **Replies:** 2\ **Last updated:** [October 14, 2025, 7:30pm UTC](https://community.mycapitally.com/t/erreur-le-noeud-a-supprimer/704 "2025-10-14T19:30:15Z")
Failed to execute ‘removeChild’ on ‘Node’: The node to be removed is not a child of this node. --- ## [Regex on date column import](https://community.mycapitally.com/t/regex-on-date-column-import/718)
**Author:** [@Brian1](https://community.mycapitally.com/u/Brian1)\ **Replies:** 1\ **Last updated:** [October 29, 2025, 3:31pm UTC](https://community.mycapitally.com/t/regex-on-date-column-import/718 "2025-10-29T15:31:20Z")
I’m trying to set up a custom import of transactions in a CSV file. Most dates in the date column look like this: 10/29/2025. Those dates are interpreted correctly. Some dates look like this: 10/29/2025 as of 10/27/2025.… --- ## [Tax Harvesting tracking and ROC cost adjustments](https://community.mycapitally.com/t/tax-harvesting-tracking-and-roc-cost-adjustments/812)
**Author:** [@rocco\_mortelliti](https://community.mycapitally.com/u/rocco_mortelliti)\ **Replies:** 1\ **Last updated:** [May 5, 2026, 10:11am UTC](https://community.mycapitally.com/t/tax-harvesting-tracking-and-roc-cost-adjustments/812 "2026-05-05T10:11:25Z")
Hi I need assistance on a couple of topics: Does Capitally track tax lot harvesting (FIFO, LIFO, specific etc)? Background: Tax lot harvesting is a strategic investment technique used to manage capital gains taxes by … --- ## [Same stock, different stock exchanges](https://community.mycapitally.com/t/same-stock-different-stock-exchanges/783)
**Author:** [@Martin\_Prins](https://community.mycapitally.com/u/Martin_Prins)\ **Replies:** 1\ **Last updated:** [March 16, 2026, 5:55pm UTC](https://community.mycapitally.com/t/same-stock-different-stock-exchanges/783 "2026-03-16T17:55:55Z")
Hi there! I have the same stock purchased at two stock exchanges (due to cost changes at degiro, now buying at TDG instead of EPA). I saw that Capitally imported new stock by default at the existing exchange. What’s t… --- ## [Import of bonds from Pekao SA](https://community.mycapitally.com/t/import-obligacji-z-pekao-sa/804)
**Author:** [@janusz\_kalinowski](https://community.mycapitally.com/u/janusz_kalinowski)\ **Replies:** 1\ **Last updated:** [April 15, 2026, 7:59pm UTC](https://community.mycapitally.com/t/import-obligacji-z-pekao-sa/804 "2026-04-15T19:59:27Z")
Good morning, can data on EDO bonds be imported from a Pekao S.A. account using the “Obligacje Skarbowe” (Treasury Bonds) template directly? Or is it simply that the template for Pekao SA is missing? Best regards, Jan… --- ## [XTB New Import Does Not Recognize Duplicate Transactions](https://community.mycapitally.com/t/xtb-new-import-does-not-recognize-duplicate-transactions/831)
**Author:** [@kuba1](https://community.mycapitally.com/u/kuba1)\ **Replies:** 1\ **Last updated:** [July 29, 2026, 4:40pm UTC](https://community.mycapitally.com/t/xtb-new-import-does-not-recognize-duplicate-transactions/831 "2026-07-29T16:40:40Z")
Hi, I have been using Capitally for a while, mainly with my XTB account. I chose it because I prefer a simple process of importing data periodically, without spending much time on manual tracking, verification, or adjus… --- ## [I would like to test this platform but am facing issues at the Import Data function](https://community.mycapitally.com/t/i-would-like-to-test-this-platform-but-am-facing-issues-at-the-import-data-function/802)
**Author:** [@zan](https://community.mycapitally.com/u/zan)\ **Replies:** 1\ **Last updated:** [April 12, 2026, 7:15pm UTC](https://community.mycapitally.com/t/i-would-like-to-test-this-platform-but-am-facing-issues-at-the-import-data-function/802 "2026-04-12T19:15:37Z")
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