My Stocks Portfolio
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  2. Multi Currency Portfolios

Forex rate at time of transaction

When you add or edit a transaction, there is a purchase exchange rate override field for setting the forex rate at time of purchase. You can set this field to take into account currency fluctuations.

If you leave this field blank, we will use the current forex rate. To lookup historical forex rates, you can query for the forex symbol, such as USDCAD=X for United States Dollar to Canadian Dollar forex rate.

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Last updated 1 year ago