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bulk securities currency change

Questions about updating prices or transactions in Fund Manager

Postby kosmicmisfit » Sun Dec 04, 2022 2:51 pm

Hello
I have various US stocks. Some of them are in GBP and some in USD. Is there a way to change all the GBP to USD? Other than doing them one by one!

Thanks
kosmicmisfit
 
Posts: 19
Joined: Sun Dec 16, 2018 10:57 am

Postby Mark » Mon Dec 05, 2022 9:37 am

Hi kosmicmisfit,

I'm assuming you're asking to change the currency in which they're displayed, and not the currency they are assigned to in their properties? You can easily change the currency of their display by using "View / Exchange Rate Adjusted". In order for this to work though you first need to set up your exchange rates between each used currency to your default currency. We have a tutorial on this here:

https://youtu.be/NYfl80EI0b0

If you are wanting to change the properties (maybe they really are USD, but accidentally got assigned GBP), you would have to do this one investment at a time, under "Properties...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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