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  2. Investment firm management

How do I change the currency of my personal portfolio or investment firm?

Ledgy allows you to set a currency for each portfolio to which all performance numbers and KPIs are converted with the daily exchange rate.

Personal portfolio: To change the currency of your personal portfolio, click on Home in the sidebar and then go to Account settings.

Investment firm: To to the investment firm (Home > Investment Firms), then under Firm settings in the sidebar select General. There you can update the investment firm currency.

Conversion rates: Currencies are converted from the respective company currencies to your portfolio currency at today's exchange rate. These rates are updated once a day.