Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Multi-currency support #39

Open
nitorrep opened this issue Dec 13, 2024 · 2 comments
Open

Multi-currency support #39

nitorrep opened this issue Dec 13, 2024 · 2 comments
Assignees
Labels
enhancement New feature or request

Comments

@nitorrep
Copy link

Hi !
I've just tried you app and it seems really promising, do you plain to be able to handle other currency than USD?
I'm from Switzerland and not all my investments are in USD, so it would be great to be able to do so

@hackeresq hackeresq added the enhancement New feature or request label Dec 13, 2024
@hackeresq hackeresq changed the title Other currency than USD Multi-currency support Dec 13, 2024
@hackeresq
Copy link
Collaborator

Hi @nitorrep this is on the roadmap! (Discussion #15)

Still tinkering with how this will have to work from a data architecture perspective. So far there have been two struggles with multi-currency support:

  1. Some market data providers don't include the currency in their schemas, which could limit future extensibility
  2. Summing up the totals between holdings traded in different currencies would require converting to a common currency first.

Would be interested to hear how the community would tackle these two considerations?

@nitorrep
Copy link
Author

HI @hackeresq ,
You should maybe "just" (I love saying that, it's never "just" that easy ) have exchanges rates stored (If you want to avoid to store all exchange rate you could rather have all echange rates against USD and then convert twice. For exemple you have a transaction in EUR in a CHF portfolio (From EUR -> USD then from USD -> CHF).

And after on your structure you might define a reference currency at portfolio level and convert transactions (Who could be in any currency) to this main currency, same for valuations.

@hackeresq hackeresq self-assigned this Jan 29, 2025
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
enhancement New feature or request
Projects
None yet
Development

No branches or pull requests

2 participants