How to change the currency of a portfolio

Changing portfolio currency is applicable to both manually created and linked portfolio.

Three simple steps:

    1. Click on the 3 dots found on the upper right portion of the portfolio tool then choose Change Currency.

    2. Select a currency by scrolling on the list

    3. Click the Save button.


Here's how it is in action:

Changing Currency v2.gif



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request