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Is it possible to use multiple currencies in Stock Portfolio

Posted: Wed Jul 18, 2018 11:54 am
by mr108
The main currency that I'm using is Euro and that I have selected in the Options.

Some of the bank accounts that I have are in Swedish (SEK) and Indian (INR) currency and that works OK - the rates conversion works OK and the amounts are included in the Grand Total displayed in Euro.

In the stock portfolio I have some stocks from USA (bought in USD) and some from Sweden (bought in SEK) but the amounts are shown in Euro since the main currency is set to Euro.

Is it possible to have the prices of stocks displayed and calculated in their original currency (USD and SEK)?
And is it possible to have their value in Euro automatically added to the Grand Total just like for the bank accounts?

Thanks

Re: Is it possible to use multiple currencies in Stock Portfolio

Posted: Thu Dec 26, 2024 6:48 pm
by Nickallington
Hi there
My mother has shares in UK, Ireland and USA, demoninated in each currency. I resolved this problem by separating the holdings into portfolios by country, and then creating the holdings within that portfolio, and finally the associated share account in the currency of that country. It isn't clear in the documentation, but MMEX seems to take the currency value of the holding (which is not given as an option in that screen) from the associated share account currency, which you can choose when you create the share account. I can't guarantee that all transactions will work (she is not an active trader, so everything is pretty stable), but MMEX does display the values of the portfolio in the correct currencies in the Dashboard and converts those to the master currency of GBP in the totals.
Cheers
Nick