Convert to common currency?

[DonMunro]

Hi everyone,

I'm in Canada and have investments on the TSE, NASDAQ, and NYSE. I would like to know if there is any way that I can automatically see my portfolio values in Canadian dollars?

I do keep a dummy investment of the exchange rate [CADUSD=X on Yahoo], so the daily factor is stored within the FM data structure. I just can't see any way of applying the factor though.

thanks
Don

[Mark]

Hi Don,

Yes, you can. You need to define the Canadian dollar as your default currency and specify your exchange rate investment under "Options / Currency Settings...". Then, turn on "View / Exchange Rate Adjusted". For a detailed tutorial on doing this, please see:

http://www.fundmanagersoftware.com/tutor_currency.html

[DonMunro]

Hi Mark,

As usual, you have thought of everything

thanks very much.. I'll work through the tutorial tomorrow

Don