My Stocks Portfolio
  • Introduction
  • Announcements
    • Sunday Server Maintenance
  • Help Guide
    • Backup and Import
      • Backing up data or switching devices
      • Import and Export data
      • Recovering deleted data
    • Adding and Editing Items
      • Add a Portfolio
      • Add a Quote
      • Add a Transaction
      • Edit a Portfolio, Quote, or Transaction
      • Delete a Portfolio, Quote or Transaction
      • Move/Copy a Quote or Transaction
      • Merge/duplicate portfolios
      • Adding Custom Prices
      • Add Notes to a Quote
      • Record a Dividend or DRIP
      • Record a Symbol Change
      • Record a Split, Merger, Spin-off, or Acquisition
    • Finding a symbol
      • Cryptocurrency
      • Stock Options (Calls/Puts)
      • Market Indices
        • Americas
          • USA
          • Canada
        • Europe
          • UK
          • Germany
          • Switzerland
        • Asia-Pacific
          • Australia
          • India
          • Japan
          • Singapore
      • US Treasury Bill rates
      • Commodities / Precious Metals
      • Thrift Savings Plan (TSP)
      • Using ISIN, WKN, or other code
    • Customizing Display
      • Default start page
      • Sorting
      • Hide closed positions
      • Holdings calculation price
      • Filter news publishers
      • Display language
    • Multi Currency Portfolios
      • Home currency for all holdings
      • Forex rate at time of transaction
      • Mixed home currency and local currency
      • Hiding Currency Symbols
    • Widgets
    • Calculations
      • Reset daily changes at midnight
      • Unrealized and realized
      • Annualized / Unannualized XIRR
      • Use Last / Bid / Ext / etc price for holdings
    • Desktop Access
    • Account
      • Reset Password / Passcode
      • Changing sign-in email
      • Sharing your premium subscription between devices
      • Transferring premium subscription to new email
      • Deleting my account / data
      • Restore deleted portfolio data from server
    • Investing Terminology
      • Charts
        • Hollow candlestick
        • Volume bar colors
  • Troubleshooting
    • Notifications
      • Not receiving notifications
      • Notifications have no sound
    • Font Color Issues
      • Why am I seeing inverse red and green colors?
      • Why am I not seeing red and green colors?
      • Why am I seeing yellow and green colors?
    • Quotes aren't refreshing
    • I paid to remove ads but they are still showing up
    • Widget issues
      • Android
        • My widget is empty
        • My widget is not updating
    • Force update to latest version
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  1. Help Guide
  2. Multi Currency Portfolios

Mixed home currency and local currency

Convert the portfolio overview screen to a home currency (i.e. USD), and have individual portfolios show in their local currencies (i.e. GBP, EUR, CAD)

  1. Set a home currency by opening the app settings, general, home currency.

  2. Edit a portfolio that you want displayed in its local currency, and enable the two checkboxes for displaying in local currency. To edit a portfolio, go into the portfolio, open the top menu, and click Edit Portfolio. Alternatively, press-hold on the portfolio on the Portfolio Overviews screen, and click edit in the menu.

  3. Click the done button in the top menu to save the changes.

Convert the portfolio overview screen to a home currency (i.e. USD), have individual holdings in a portfolio show in their local currencies (i.e. GBP, EUR), and have the portfolio totals show in the home currency (i.e. USD).

  1. Set a home currency by opening the app settings, general, home currency.

  2. Edit a portfolio that you want displayed in its local currency, and enable the first checkbox for showing individual holdings in the local currency. To edit a portfolio, go into the portfolio, open the top menu, and click Edit Portfolio. Alternatively, press-hold on the portfolio on the Portfolio Overviews screen, and click edit in the menu.

  3. Click the done button in the top menu to save the changes.

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Last updated 1 year ago