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Currency designation of new security

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williamatkins

Jan 17, 2025 @ 10:26 PM

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

• currency_security_history_screen.png 562 KB
• Account_addition_screen.png 2.31 MB

1. 1 Posted by dwg on Jan 17, 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.

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2. 2 Posted by williamatkins on Jan 18, 2025 @ 07:41 PM

   

   There was a glitch. I am now able to change the currency on the security.

   Thanks

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