Multi Currency Portfolios
« on: November 26, 2020, 02:29:26 PM »
I would like to know how to track portfolios in different currencies and combines them on a report in a single currency.

For example if I have a Canadian dollar portolio and a US dollar portfolio, I want to be able to run a report that combines both portfolios and displays the result in Canadian dollars.

Can this be done? 

Re: Multi Currency Portfolios
« Reply #1 on: November 30, 2020, 08:45:04 AM »
Our software does not handle multi currency at this time, something we are considering for a future release.  If any add'l questions, please let us know.

techsupport@investmentaccountmanager.com

Matt