Change the portfolio display currency

Convert portfolio totals to one currency for easier comparison.

Last reviewed: 2026-08-25

Change the display currency

1. Open the Investor View and select the investor profile.
2. In the portfolio overview, open the currency menu below the summary cards.
3. Select the currency you want to use to compare portfolio totals.

Understand the currency options

The selected currency converts the portfolio value and total invested summary to one currency. Select Currency: Contract / Valuation to view each value in the currency recorded for its contract or valuation instead of a single converted currency.

What does not change

This setting changes only the portfolio display for your current session. It does not edit a contract, valuation, investment amount, ownership percentage, or the currency recorded for any company.