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Per-combined-portfolio display currency override

Under Review
Submitted May 28, 2026 by Allinvestview

Combined portfolios currently display in the account default currency. This request adds an optional display currency per combined portfolio, so a household that mixes currencies (for example EUR, CHF and USD accounts viewed together) can see the combined view in its preferred reporting currency without changing the account default or affecting the individual portfolios.

Scope: a display currency option when creating or editing a combined portfolio, honoured consistently across the dashboard, reports, cash views and the mobile app.

2 votes

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