Hello,
I am using Portfolio Performance with multiple accounts denominated in different currencies. When I create taxonomy or allocation charts, values from different currencies appear to be aggregated without mandatory FX conversion, which results in incorrect totals and distorted weights.
Is there a recommended best practice in Portfolio Performance for handling this scenario in a clean and reliable way?
If not, I would like to suggest that the developers consider introducing this in a future update: a derived reporting-currency value calculated using date-appropriate FX rates and enforced for taxonomy and allocation charts whenever multiple currencies are involved.
I would appreciate any guidance and thank you in advance for your insights.