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Re: Cost in different ccy than investment

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Posted by Mark on May 09, 2007 at 12:53:57:

In Reply to: Cost in different ccy than investment posted by Ravs on May 09, 2007 at 12:37:56:

: Hi,

: I am using FM Personal 8.2 379/119.

: I recently bought a stock that is priced in US $, but I bought it through my UK broker, and paid in UK pounds(GBP). i.e. my cost basis is a fixed amount of GBP. Can I set up the investment so that I can show a fixed GBP cost basis, while still being able to retrieve price updates automatically (price updates will be in USD)?

: Thanks
: Ravs

Hi Ravs,

You can track it in any currency you want, but your transactions and prices must all be in the same currency. You can't enter a purchase in currency X and closing prices in currency Y.

Thanks,
Mark
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Fund Manager - Portfolio Management Software



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