A portfolio tracker that handles every currency
If your portfolio holds US stocks, a European ETF, a UK share and some crypto, a single-currency tracker forces you into spreadsheets and guesswork. FundGuards values each position in its own currency and reports the whole portfolio in the currency you choose.
Hold cash and assets in any currency
Keep cash balances in USD, EUR, GBP and more side by side. Each one is tracked separately and totalled in your reporting currency, so a euro deposit never gets mixed up with a dollar one.
Holdings show their price in the currency they trade in, with the converted value next to it.
FX rates that resolve automatically
Exchange rates are looked up for you. When you need an exact conversion, such as the rate your bank actually gave you, set your own rate and FundGuards uses it instead.
See the currency effect on performance
Performance is shown in both money and percent, with the FX effect separated out. You can tell whether a gain came from the asset itself or from the exchange rate moving.
Allocation by currency
Break the same portfolio down by currency, asset type, sector, country or individual asset, to see how concentrated you are in any one currency.
Frequently asked questions
- Which currency are totals shown in?
- You choose a reporting currency for the portfolio. Every holding and cash balance is converted into it for totals and performance.
- Can I use my own exchange rate?
- Yes. Rates resolve automatically by default, and you can set your own rate when you need an exact conversion.
- Does it support crypto as well as stocks and ETFs?
- Yes. Stocks, ETFs and crypto can sit in the same portfolio, with pricing, cost basis and realized and unrealized gains tracked for each.