Optional Secondary Currency

Optional Secondary Currency

The smol Portfolio Tracker allows you to easily set a secondary currency used to display important stats about your portfolio in a currency other than USD. This is especially useful if you need to keep track of your realized P&L in a currency other than the USD for tax purposes.

By default, the secondary currency is set to "CAD=X" which is the Canadian dollar.

If you won't need stats in a secondary currency, select "None" from the pop-up menu.

Alternative Currency - Apple Numbers
Choosing a secondary Currency

Once set, additional stats in that currency will show up on the rightmost column of the Top Line, and the currency you have selected will be displayed in C1.

Realized and Current Unrealized P&L displayed in CAD in addition to USD values.
Realized and Current Unrealized P&L displayed in CAD in addition to USD values.
Holdings Table with Realized P&L in Alternative Currency Apple Numbers
Holdings Table with Realized P&L in Alternative Currency

In the Trade Log the "Realized P&L (secondary)" column will display your stats in that currency on to the right of the USD value.

Account's P&L displayed in CAD in addition to USD
Account's P&L displayed in CAD in addition to USD

Available Currencies

Canadian Dollar (USD/CAD) CAD=X

British Pound (USD/GBP) GBP=X

Euro (USD/EUR) EUR=X

Euro Alt (USD/EUR) USDEUR=X

Hong Kong Dollar (USD/HKD) USDHKD=X

Singapore Dollar (USD/SGD) USDSGD=X

Japanese Yen (USD/JPY) JPY=X

Indian Rupee (USD/INR) INR=X

Swiss Franc (USD/CHF) CHF=X

Chinese Yuan (USD/CNY) CNY=X

Russian Rouble (USD/RUB) USDRUB=X

Mexican Peso (USD/MXN) USDMXN=X

Philippine peso (USD/PHP) USDPHP=X

Indonesian Rupiah (USD/IDR) USDIDR=X

Thai Baht (USD/THB) USDTHB=X

Malaysian Ringgit (USD/MYR) USDMYR=X

South African Rand (USD/ZAR) USDZAR=X

Swedish Krona (USD/ZEK) ZEK=X

Australian Dollar (USD/AUD) AUD=X

New Zealand Dollar (USD/NZD) NZD=X

Brazilian Real (USD/BRL) BRL=X

United Arab Emirates Dirham (USD/AED) AED=X

Israeli New Shekel (USD/ILS) ILS=X

South Korean Won (USD/KRW) KRW=X

Turkish Lira (USD/TRY) TRY=X

Saudi Riyal (USD/SAR) SAR=X

Egyptian Pound (USD/EGP) EGP=X

Danish Krone (USD/DKK) DKK=X

Argentine Peso (USD/ARS) ARS=X

Bulgarian Lev (USD/BGN) BGN=X

Polish Złoty USD/PLN PLN=X

Czech Koruna (USD/CZK) CZK=X

New Taiwan Dollar (USD/TWD) TWD=X

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