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Reporting currency

ALB161067ALB161067
in Excel Workbook
My reporting currency is GBP, with shares in aud, aus , cad.
How do we have portfolio performance in their underlying currency- AND THEN IN THE REPORTING CURRENCY.
Is there a work around on the currencies limit as may buy a EUR share as i also the number of shares is we have 42 shares, not all of them quoted but options of shares......where i have a black Sholes model

Comments

  • VidasMatelisVidasMatelis
    For any report, when Reporting currency is selected as "*Original", you will get results with currency exchange impact not considered (I believe this is what you called "Underlying currency").
    In Excel no currently workaround for more than 3 currencies.
  • ALB161067ALB161067
    ok may have to do in access or sql wiith power bi or the likes as the reporting tool - pity thus really is a great tool. thanks
  • VidasMatelisVidasMatelis
    edited October 2020
    I believe PortfolioSlicer for PowerBI supports up to 5 reporting currencies. In Excel was too expensive (from performance perspective) to add support to more currencies.
  • ALB161067ALB161067
    perfect
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