It would be great if we could create consolidated views which includes portfolios with different currencies.
Here are some further details on the problem and possible solution:
- I have 3x portfolios in the UK (reported in GBP) and my super in Australia (reported in AUD).
- I would like a report which is similar to the standard performance report, but can combine all the above into a nominated currency (in my case I would pre GBP).
- At the moment I need to do this in an Excel spreadsheet (i.e. I need to download 2x performance reports and manually combine in Excel). For simplicity I’m applying an FX rate conversation at the point in time I run the report.
- The report takes me about 15 mins to refresh but ideally would prefer to have it auto generated in Sharesight, I mean that’s the whole point of Sharesight right (no more tracking portfolios in Excel)?