Portfolio summary in base currency

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Portfolio summary in base currency

Postby kovacstibor » Sun Jan 15, 2012 2:55 am

I have investments in various currencies. When I run the Portfolio Summary report, all investment components are shown in the base currency, even if they are denominated in a different one (with incorrect numbers). Also, I could not find a summary, that would show the sum of all my portfolios calculated in my base currency.

Please help me what I should change.

Thanks

Tibor Kovacs
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Re: Portfolio summary in base currency

Postby mthadm » Tue Jan 17, 2012 1:59 pm

Hello,


We will add currency conversion to the investment report in a couple of releases,


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Re: Portfolio summary in base currency

Postby kovacstibor » Sun Apr 22, 2012 1:42 am

Hello mthadm,

Has this investment report been added already?

Thanks

Tibor
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Re: Portfolio summary in base currency

Postby mthadm » Tue Apr 24, 2012 8:21 am

not yet, its in the pipeline, will make it to the next release most probably


Thanks,
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Re: Portfolio summary in base currency

Postby kovacstibor » Tue Jul 24, 2012 3:14 pm

is there any success of implementing this?
Thanks
Tibor
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Re: Portfolio summary in base currency

Postby mthadm » Wed Jul 25, 2012 5:00 pm

PM Sent (private build)
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Re: Portfolio summary in base currency

Postby mthadm » Thu Jul 26, 2012 12:46 pm

Hello,


We have made requested changes to the report but as part of it we discovered that this affects a lot of internal parts and calculations - for example portfolio IRR (internal rate or return) needs to reflect recast currency, as well as the various cost basis calculations. This is a large change and we may release it as part of Portfolio Analyst first. At this point we can't comment on availability


Thank you
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