Introduction
Using brokers and accounts in different countries often means holding portfolio values in more than one currency. Total Wealth Tracker lets each platform entry keep its own currency while the combined view can be displayed in a selected currency.
How multi-currency tracking works
- Currency per entry: Store the currency used by each broker, account or asset bucket.
- Display conversion: Available FX rates are used to convert values into the selected display currency for the combined overview.
- One portfolio: Converted values contribute to total wealth, allocation and other portfolio views.
Practical example
You might have one account in EUR, another in USD and a third in GBP. Enter each account's current value in its own currency and select the display currency you want to use for the overall portfolio.
What the feature does not include
Total Wealth Tracker does not provide currency-price alerts, threshold notifications, custom report generation or a live FX trading feed. Currency conversion is part of the portfolio display rather than a currency-trading tool.
Frequently Asked Questions
Can I use different currencies for different accounts?
Yes. Currency is stored on each investment entry.
Are there alerts for currency movements?
No. The app does not currently provide customizable currency alerts.
Can I generate a multi-currency report?
No. The current product provides portfolio views and analytics rather than generated reports.
Conclusion
Multi-currency support is most useful for seeing account totals together without manually maintaining a separate conversion spreadsheet. See the multi-currency portfolio tracker page for more detail.
