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James Li
James Li
Articles (485)  | Author's Website |

New Feature in My Portfolios: Portfolio Data in Preferred Currency

You can now choose the currency to report portfolio values and gains

We are pleased to announce a new feature within My Portfolios: you can track your portfolio values and gains in the currency of your choice.

Background

We discussed two ways to compute portfolio gains in a previous article: while the “gain %” calculation only considers the first transaction price, the “dollar gain” considers all transactions, including commissions and dividends earned since purchase. You can view the formulas used to compute portfolio gain by clicking on the “What is this?” icon, as illustrated in Figure 1.

Figure 1

Reporting portfolio values and gains in a specific currency

If you click on “Customize this View,” you can add additional columns to the selected view. Alternatively, you can create a new portfolio view by clicking the “Add View” tab. You will see a list of financial calculations grouped by category, i.e., basic, portfolio and fundamental. As illustrated in Figure 2, the Portfolio category contains the following three items:

  • Value (Currency of Choice)
  • Gain (Currency of Choice)
  • Day’s Gain (Currency of Choice)

Figure 2

Once you add these columns to your portfolio view, you can track your portfolio values and gains in a specific currency using the drop-down menus illustrated in Figure 3.

Figure 3

Conclusions

You can add up to 500 stocks and exchange-traded funds to each portfolio. For example, your portfolio might contain Apple Inc. (NASDAQ:AAPL), Next PLC (LSE:NXT), Total SA (NYSE:TOT)(MIL:TOT) and SPDR S&P 500 ETF (ARCA:SPY).

Premium members can track their portfolio against the U.S. indexes and view the Peter Lynch charts for their stock holdings. Premium Plus members can view the Manual of Stocks for the companies in their portfolio.

You can also expand your data coverage by subscribing to additional regions like Canada, Asia and Europe.

Disclosure: No positions.

About the author:

James Li
I am an editorial assistant and researcher at GuruFocus. I have a Master's in Finance from SMU, and I enjoy writing reports on financial trends and investor portfolios. Follow me on Twitter at @JamesLiGuru!

Visit James Li's Website


Rating: 5.0/5 (1 vote)

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Comments

impossiblegameaz
Impossiblegameaz - 1 month ago    Report SPAM

I think this is an informative post and it is very useful and knowledgeable. I really enjoyed reading this post. big fan, thank you!
- impossible game

dphelan
Dphelan - 3 weeks ago    Report SPAM

Would you be so kind as to inform me when you plan on incorporating the possibility of converting local currency into either USD or Euro as it relates to your screener and the financials you provide for companies outside the U.S. If you had this capability, I would subscribe to your premium product for all geographical areas Gurufocus covers. Many thanks, Daniel

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