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Portfolio Currency
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Anonymous |
Hello Getquin team, it would be great to be able to individually select currency for each portfolio! E.g. I have Employee Stock program denominated in USD, my other portfolio is in EUR. I would like to see each in its own currency (and avoid exchange rate bias). The Aggregated portfolio would then re-calculate into one selected currency… Than you, Jan
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I trade in three different currencies and two different dividend tax rates. For this purpose, I would like to be able to set up three different portfolios (which is possible in getquin) in each with a different currency and a different dividend tax rate. Of course, the aggregated portfolio would also have to have a choice of any currency. I only noticed that the choice of currency and tax rate is the same for all portfolios. Will it be possible to implement the above functionality in the future?
I have several manually created portfolios for each broker I use, and those portfolios are in different currencies, some in USD some in EUR. There should be a way to set currency per portfolio and not globally across all portfolios. For example, I could have one portfolio in EUR, another one from in USD, and then the aggregate could show everything in my local currency for example CZK.
Christian
Can we get some estimation from getquin developers if this will ever be implemented? this is very important.
Christian
As you can see, this is still in a request state and not planned or in progress currently.
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definitely need this feature, even ready to pay for it.
I have several brokerage accounts each in its own currency, and some brokerage accounts are multi currency. So having getquin showing everything in same currency is very uncomfortable.
it would be great to have the function for each portfolio its own currency.
Would be a very cool feature.
Some other portfolio apps has the ability of set currency as "home currency". This means that whe you see the price of Apple, it is shown in USD and if you se the price of Adidas, it is shown in EUR
Agree, same here i have different portfolio, some in USD some in EURO. I think the top of the top would be to have each stock in its own currency ("home currency") and then be able to select in which currency we want to have the total of the portfolio displayed in. So we could have each stock in the currency we bought them + the total and performance of each portfolio / aggregated portfolio in a currency we select
allow currency to be defined by portfolio rather than by account. The aggregated account, however, displays the user's main currency
Christian