Handling Currencies

Overview

The currency shown in Stock Rover depends on which stock exchange the equity trades on. Stock Rover currently supports American and Canadian exchanges so prices are reported in either USD or CAD. Financial metrics in other currencies are converted into the same currency as the stock exchange using present day rates.

Cash Currencies

Portfolios have a base currency of USD or CAD that determines what currency is used by the special Cash row. For brokerage linked portfolios this is often set automatically. It can be set for manually created portfolios in the Edit Cash screen. Holdings in dozens of other currencies can be entered here as seen in the screenshot below. Cryptocurrencies are not yet supported.

main table

To launch the Edit Cash window, shown above, click on the pencil icon from the Portfolio Management window, as highlighted in the screenshot below.

main table

If you want to enter a cash currency holding manually you can select the currency from the pull down menu. Or you can start typing the currency name in the pull down box and then select the currency from the ensuing list, as shown below. Once selected, you enter the amount in the selected currency.

main table

Viewing Cash Currencies

Cash positions show in the positions tab of the portfolio [see below] when you have “Include Cash in Positions Table” checkbox selected. This table also includes the Currency column.

main table

The cash positions are also available in the table, as shown in the screenshot below with the Portfolio Performance View selected.

main table

Viewing Portfolios with Mixed Currencies

Portfolios with equities on the US and Canadian exchanges can now be grouped to see totals by each currency as shown below. The grouping option is available in both the table and portfolio analytics. In addition to grouping, you can filter also filter on the Currency metric in both the table and the positions table in the Portfolio manager window.

main table

These key metrics have been provided in USD converted values so that cross currency comparisons can be avoided. To sort a portfolio by position size for example you would want to use the Value USD column instead of the Value metric (which uses the exchange’s currency).

  • Gain ($USD)
  • Value USD
  • Basis USD
  • Market Cap ($M USD)
  • Dividend Per Share USD
  • Price USD
  • Exchange Rate USD
  • Currency

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