All Collections
Investment firm management
Investment Firm 101
How do I change the currency of my personal portfolio or investment firm?
How do I change the currency of my personal portfolio or investment firm?

Ledgy allows you to set a currency for each portfolio to which all performance numbers and KPIs are converted with the daily exchange rate.

Support Team avatar
Written by Support Team
Updated over a week ago

Change the currency in your personal portfolio

To change your personal portfolio's currency, click on your name at the top-right corner > click Settings in the drop-down > then you can update the currency in the Profile, or click the "Go to personal account settings" button below.


Change the currency in your Investment firm

  1. Go to your investment firm (Home > Investment Firms).

  2. Then under Firm settings in the sidebar, select General.

  3. There you can update the currency in the Investment Firm Settings.

  4. Press the Save button.


Conversion rates

Currencies are converted from the respective company currencies to your portfolio currency at today's exchange rate. These rates are updated once a day.

Did this answer your question?