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Track foreign currency on Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Feb 23rd 2018

Investors can now track foreign currency holdings as an FX currency account in their Sharesight portfolio, with prices updated every 5 minutes (20 minute delayed). We’re using Open Exchange Rates’ API to bring investors intraday foreign exchange rates (in addition to intraday cryptocurrency prices).

Featured - Track foreign currency on Sharesight

Tracking foreign exchange investments in your Sharesight portfolio

Investors have been able to manually track cash investments in Sharesight using the custom investment feature for some time. Sharesight’s new FX account feature is a significant improvement, with intraday price updates at 5 minute intervals, plus the ability to denominate brokerage fees in the currency being traded.

Over 100 global currencies can be tracked using the FX account feature – plus a range of cryptocurrencies – with additional currencies to be added in the future.

FX page

Sharesight is your passport for investing

Sharesight understands the importance of diversifying your investments internationally. Adding intraday exchange rates (and now tracking over 40 markets around the world) is all part of our vision to be your “portfolio passport” and help you unlock your true performance potential.

Unlock your investor passport today

  1. Sign-up for a FREE Sharesight account.
  2. Add your FX currency holdings to your portfolio(s).
  3. Sharesight converts the prices and valuations of your holdings from their listed market to your portfolio’s base currency -- automatically!

FURTHER READING

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by Stephanie Stefanovic | Nov 21st 2023

See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.

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How KmacD Financial streamlines reporting and saves time with Sharesight

by Diana Ioppolo | Nov 15th 2023

We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.

release notes

Sharesight product updates – November 2023

by Ben Clendon | Nov 10th 2023

The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.