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Change base currency for performance report

Questions on using, creating, or understanding data in Fund Manager reports.

Postby alciati » Mon Oct 23, 2017 6:08 pm

HI Mark
is there an easy way to change the base currency of the portfolios for valuation and reporting performance? If not, could this be added in next developments?

Thanks

Andrea
alciati
 
Posts: 25
Joined: Thu Feb 04, 2010 2:44 am

Postby Mark » Tue Oct 24, 2017 10:44 am

Hi Andrea,

Yes, you can use "Currency Templates" to switch between default currencies. See the online documentation for Currency Settings.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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