Change the display currency
- Open the Investor View and select the investor profile.
- In the portfolio overview, open the currency menu below the summary cards.
- Select the currency you want to use to compare portfolio totals.
Understand the currency options
The selected currency converts the portfolio value and total invested summary to one currency. Select Currency: Contract / Valuation to view each value in the currency recorded for its contract or valuation instead of a single converted currency.
What does not change
This setting changes only the portfolio display for your current session. It does not edit a contract, valuation, investment amount, ownership percentage, or the currency recorded for any company.
Compare values responsibly
A converted total depends on available exchange-rate information and the effective dates used by the portfolio. Use the display for comparison, then open the underlying contract and valuation currencies before reporting or reconciling an exact investment value.
If a conversion is unavailable
Confirm that the underlying value and currency are present. Switch to Contract / Valuation to inspect source currencies, and do not replace a recorded currency merely to make the summary convertible.