Show holdings in their original currency
Original currency means the currency in which a security trades. It may differ from the currency you used to fund the purchase or the country where the company is based.
How original currency display works
When enabled, eligible open holding rows display their latest prices, market values, and supported monetary changes in each security's trading currency. Share counts and percentage changes do not change.
Your portfolio total and main Holdings chart use the portfolio's reporting currency by default. This is the portfolio-specific Currency when one is set, or your Holdings currency otherwise.
For example, if your Holdings currency is EUR, a US-listed holding can display in USD while a euro-listed holding displays in EUR. Your portfolio total remains in EUR by default.
If several currencies are available, select the portfolio total to cycle the aggregate view through those currencies. This is a temporary display choice and does not change your saved Holdings currency.
If original-currency values are unavailable for an item, Stock Events uses the relevant Holdings or Dividends reporting currency.
How to enable it
- Open your Profile.
- Select Settings.
- Select Currencies & Holdings.
- Turn on Show in original currency.
The setting saves immediately and the Holdings view refreshes.
Other effects
- Individual dividend positions and dividend events use the security's trading currency when native values are available. Dividend totals continue to use their reporting currency.
- New transaction prices and average-cost entries default to the security's trading currency. Existing transactions, prices, and average costs are not changed.
Turning the setting off returns individual items to the applicable Holdings or Dividends reporting currency. It does not change your shares, saved currency settings, or underlying holdings and dividend records.