forum.mthbuilt.com

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

Hello,


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


Thanks

Hello mthadm,

Has this investment report been added already?

Thanks

Tibor

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


Thanks,

is there any success of implementing this?
Thanks
Tibor

PM Sent (private build)

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