I’m new to PP and I added all my holdings from my broker. I noticed one ETF (MEUD) in Euro was giving me crazy P/L. Upon much trial and error, I realized this is because my base currency is USD, so if I switch to euro, then my earnings match my broker.
I guess this has to do with 2 things: one is obviously displaying euro vs usd, the other is that I bought most positions when the USD/Euro got close to 1:1.
I want to ignore this somehow as I honestly don’t care about these fluctuations as I am not a trader and would rather have a general overview of unrealized P/L based only on the purchase stock price and current quote (I don’t even care about comissions). Is this possible?
In some of the views, you can also add columns that show the positions in the currency of the security (say you have USD as base currency, but show some values in EUR).
Otherwise, I am not sure how to display a list of investment vehicles with USD and EUR without applying the currency exchange rate.
Sorry to bump this, but looking to get the same thing done.
My base currency is in usd and I bought some eur money market etf. Due to currency fluctuations the p/l is negative, when actually the performance of the asset is positive.
I don’t care about currency fluctuations. Is there any way to solve this? I don’t want to create separate portfolios
ok, you are right there. Wouldn’t it be possible to see quotes in the instruments currency, including p/l, % etc? I only found a way to add a column to see the p/l in the base currency of the instrument, but I can’t see %, etc. It’s rather basic in that sense.
Any way, how could I set that 1:1 ratio? can’t find the option
Tried it but it broke things worse, lol. So I will skip that. I guess it would be nice to see more columns come in in the future where you can capital gains, %, etc in the instrument’s currency so one can evaluate performance irrespective of currency fluctuations.
