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Kapitalplan

Track long-term private wealth and company asset portfolios with imports, valuations, strategy targets, and rebalancing decision support.

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Changelog
Jun 10, 2026

Nordnet import preview

Preview Nordnet transaction exports and holdings snapshots before confirming updates to the portfolio ledger and latest valuations.

The import flow now supports a safer review step for Nordnet data.

Investors can preview exported files before confirming changes to the portfolio, reducing the risk of importing the wrong file or reviewing unexpected rows too late.

Transaction export preview

Nordnet transaction exports can be parsed and reviewed before they update the transaction ledger.

Holdings snapshot import

Nordnet holdings snapshots can update asset currency and latest valuations while leaving the transaction history intact.

Confirm before writing

The app separates preview from confirmation, so portfolio data is only updated after the import looks correct.

Previous

Reviewable transaction ledger

Jun 9, 2026
Next

Valuation review and source tracking

Jun 11, 2026