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.
Step by step
- Go to Settings → Profile and under Local currency choose My country's or any currency you want.
- Go back to the Overview: below the cards you will see the card in your currency.
- 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
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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.