Dividend Log Currency Subtotals

Completed

In the Dividend Log, under Dividends tab: Add the ability to display dividend subtotals for each currency separately before converting and summing them into the main profile currency. This ensures accurate reporting of dividends received in multiple currencies without misleading totals, reflecting the actual value in each currency before conversion.

5 Votes

Comments

  • Allinvestview Jul 11, 2025 15:59

    ✅ Done: We’ve implemented the following enhancements in the Dividends log:

    -When no currency filter is applied, the totals and subtotals are automatically converted to your default currency using up-to-date FX rates.
    -When a specific currency is selected via the filter, totals are displayed in that selected currency, without conversion — ensuring accurate native-currency tracking.

    This allows users to:
    -Track all dividends in a unified currency (default) for easier aggregation.
    -View accurate subtotals in each original currency by simply selecting a specific currency from the filter.

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