Currency designation of new security
When adding a security in an account designated USD, the currency defaults to Canadian Dollar and does not allow changes in the drop down menu
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1 Posted by dwg on 17 Jan, 2025 11:03 PM
The currency of a security is set in the security.
Adding the security to an account in a different currency will not change this. It will also not result in some sort of dynamic currency exchange rate calculations to be done.
When you add a security to an investment account it is creating a sub account for this security within that investment account. It is a Parent/child relationship in effect, and the two can be in different currencies.
2 Posted by williamatkins on 18 Jan, 2025 07:41 PM
There was a glitch. I am now able to change the currency on the security.
Thanks
System closed this discussion on 19 Apr, 2025 07:50 PM.