Your portfolio

Why my local currency value fell when my stocks rose

If you think in your local currency and invest in dollars, your result has two parts: what your investments did and how the dollar moved.

Choose my local currency →

Step by step

  1. Go to Settings → Profile and under Local currency choose My country's or any currency you want.
  2. Go back to the Overview: below the cards you will see the card in your currency.
  3. In the Performance chart of the Overview, choose your local currency to see it day by day.

What you will see

  • Worth today: your portfolio in your currency at today's rate.
  • Contributed at each day's rate: each contribution converted to your currency at the rate of the day it came in.
  • The result, split into from your investments and from the dollar (or from the exchange rate), with a small line that explains where each part comes from.
  • Your average dollar compared with today's.

An example

You bought dollars at 4,400 pesos and invested them. Your stocks rose 5 %, but today the dollar is at 3,900. In dollars you gained; in pesos, the fall of the dollar ate that gain and a bit more.

Common problems and questions

It says some rates are approximate.
Some contributions are older than the exchange-rate history we have: for those the rate is approximate.
I do not see the card.
It appears when your local currency is different from your base currency and your portfolio is already calculated.

Related

Updated:

Still stuck? Write to us · See the frequently asked questions

Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.