Improvement to an existing feature: Improved

Holdings that only moved with the exchange rate say Currency

A property or cash row whose daily change comes only from its currency now says Currency instead of Today.

A property row with a daily change labelled Currency beside a stock row with a daily change labelled Today

Property, cash and other holdings without a live price do not change value every day. Their daily figure was only their currency against yours, but it said Today, as if the price had moved.

What changed

  • A holding whose daily change comes only from its currency now says Currency instead of Today.
  • A category, sector or country row says Currency only when every holding in it moved that way. Any stock in the mix keeps it at Today.
  • If you update a valuation or log interest that day, the holding moved on its own and still says Today.

The numbers did not change, only the word beside them.

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Stop rebuilding the spreadsheet. Start reading one number.

Connect a broker or import a file, and your whole portfolio is on one screen in the currency you actually spend.