- SCREEN
- Portfolio → holdings table
- METRIC
- FX exposure, base-currency value
- PLAN
- Free
Checked against the app on 26 September 2026
An overseas holding is priced in its trading currency — dollars for a US share — and the app shows it in yours: the base currency you set in Settings. On Portfolio, the Price column is in the stock's own currency, with its code beneath; Value and Gain are in yours, converted at today's rate. When you record a purchase you type its cost in the stock's currency, and the app pins it in yours at the rate on the purchase date.
So the Gain column mixes two things: what the share price did, and what the exchange rate did since you bought. A US share that's flat in dollars shows a loss in pounds if the pound has strengthened. That's FX risk, and it runs both ways. To see how much of your portfolio carries it, slice a Pie Chart of your stock portfolio by currency — your currency exposure. Dividends are recorded in the stock's currency and converted at today's rate, and any conversion fee your broker charges isn't included.
The tool below splits a gain into the two parts.
DO IT IN THE APP
0 of 5 done- Check your base currency under Currency in Settings. Open Settings →
- On Portfolio, read an overseas holding's Price (its own currency, code beneath) against its Value (yours).
- Slice an Pie Chart of your stock portfolio by Currency to see how much of it moves with exchange rates.
- When you record a purchase, type Total Cost in the currency its label shows — the stock's, not yours.
- Split one holding's gain into price and currency with the tool below.
Educational content only. It is not personal financial advice.