Introduction
A multi-currency portfolio can become difficult to read when every broker reports in a different currency. Total Wealth Tracker keeps the account currency on each entry and converts values for a combined portfolio display.
A simple workflow
- Add each broker or asset bucket with its own currency.
- Update the account's current value manually when you review it.
- Select the display currency for your combined portfolio.
- Use the overview and allocation screens to understand the whole portfolio.
Why this is useful
The goal is not currency trading. It is to reduce the friction of comparing account totals that are denominated differently.
Important limitations
The app does not provide FX price alerts, performance notifications, automatic broker imports or downloadable portfolio reports. We also avoid describing FX data as a real-time trading feed.
Frequently Asked Questions
Are values converted automatically for the combined view?
Yes, the app can use available FX rates to convert tracked values into the selected display currency.
Can I receive an alert when an exchange rate moves?
No. Currency alerts are not currently supported.
Do I still enter account values manually?
Yes. Manual account-level updates remain the core tracking model.
Conclusion
For portfolios spread across currencies, the key benefit is one consistent overview. Learn more at Multi-Currency Portfolio Tracker.
