EUR account with USD stocks

Not sure what goes wrong - I might need a sample / or screenshot to better understand.

This is how it is supposed to work:

  • The security (here: Amazon) has USD as currency
  • The deposit account has EUR as currency
  • When you insert the order, you have to provide the exchange rate
  • The performance chart is in the reporting currency (this is the one you select on the “Statement of Assets” view on the top left)
  • If the reporting currency is USD, then performance of Amazon will reflect the quotes because the quotes are also in USD (give or take some fees or dividends in EUR)
  • if the reporting currency is EUR, then the performance chart will show the performance of Amazon in EUR - which means it combines the changes in the quotes with the changes in the exchange rates.

It is currently not possible in the performance chart to show the performance of the security in USD even if the chart is in EUR - therefore it is not easy to separate the changes in the quotes from the change in the exchange rate in one diagram.

Hope that helps…