Multi-currency portfolio tracker
Hold assets in any currency. See one portfolio.
A US ETF stays in dollars, a European fund in euros and a Dubai account in dirhams. Each converts into your base currency, so the whole portfolio reads as one position.
Free plan · No card required
Illustrative demo data. Rates and figures are examples, not market data.
Native and base currency
Two values for every asset, one total for the plan
Built for people whose money sits in more than one country. You keep the record the bank or broker shows you, and still see the whole position in one currency.
- Each asset keeps its native currency and value.
- Totals, allocation and FI progress use your base currency.
- Investments, cash, property, pensions and other assets all convert the same way.
Exchange-rate effect
Your holding can stand still while its value moves
Investment performance is the change in a holding's own currency; currency movement is what the exchange rate adds or takes away. When your base currency strengthens, assets held in other currencies are worth less in it, even if their price hasn't moved. The example uses pounds and dollars.
History
Available on Plus and ProPast values keep the rate of their day
Each daily snapshot stores values converted at the rate of that day. Your history isn't silently restated at today's rate, so earlier totals stay as they were recorded.
Viewing portfolio history is included in Plus and Pro.
Net worth over timeWhat conversion can and can’t tell you
Methodology- Refreshed, not streamed
- A rate is renewed once it is more than 12 hours old. Totals are close to current, not real time.
- Today's rate in forecasts
- Forecasts convert at the current rate; future exchange-rate movements aren't predicted.
- Estimates, not quotes
- Conversions depend on available exchange-rate data. If a rate can't be refreshed, the last good one is used for up to 7 days, then the value shows as unavailable.
- Price and currency combined
- A change in a converted total isn't yet split into the part from the price and the part from the exchange rate.
Questions
Multi-currency tracking, answered
Which assets can be held in another currency?
Every asset records its own currency: investments, cash accounts, property, pensions and other assets. 39 currencies are supported, including pounds, dollars, euros and UAE dirhams.
Where do exchange rates come from, and how often do they change?
Rates come from market exchange-rate data and are renewed once they are more than 12 hours old. They are not streamed in real time, so consolidated totals can differ slightly from a live quote.
Can I tell currency movement apart from investment performance?
Each holding keeps its native price and value, so a change in its own currency is investment performance, and the rest of the change in pounds comes from the exchange rate. Converted totals don't split the two automatically; native-currency and exchange-rate price series are included in Plus and Pro.
Which plans include multi-currency tracking?
Every plan, including Free, records each asset in its own currency and converts current values into your base currency for totals and your FI plan. Plus and Pro add currency analysis (currency exposure in reports, and price and exchange-rate history in each holding's native currency) as well as portfolio history.
Compare plansOne portfolio, whatever the currency
Add accounts in the currencies you actually hold, and see your complete position in your base currency.
Multi-currency holdings are included on the Free plan. No card required.