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Changing currency in your personal portfolio
To change the currency in your personal portfolio:
Click on your name in the top-right corner of the screen
Select Settings from the dropdown menu
In the Profile section, locate the currency field
Update the currency to your preferred option
Save your changes
You can also access these settings directly by going to your personal account settings page.
Changing currency in your investment firm
To change the currency in your investment firm:
Navigate to Home > Investment Firms
Find your investment firm and click to open it
Look for Firm settings in the sidebar
Select General from the sidebar options
Under Investment Firm Settings, locate the currency field
Update the currency to your preferred option
Click the Save button to apply your changes
Currency conversion rates
When you change your portfolio currency, Ledgy will automatically handle currency conversions for you:
All amounts are converted from the original company currencies to your selected portfolio currency
Conversion uses the current day's exchange rate
Exchange rates are updated once daily
All performance metrics and KPIs will display in your chosen currency
If you don't see your currency updates reflected immediately, please refresh the page or wait up to 24 hours for the exchange rate data to update.