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How to see Portfolio Cash,AUM, PNL in different currencies?


Luna Wealth Platform allows to calculate Portfolio cash, AUM, PNL in in USD, EUR, RUB, GBP, CHF on selected date.

How to check Portfolio data in different currencies?

Open All Client Portfolios. By default Portfolio cash, AUM and PNL are displayed in Portfolio Ccy for today.

To change currency, turn of the switcher “Portfolio Ccy”. The system will open a list of available currencies for recalculation. Also set a date if you need to see PF data on some date.

Result in EUR on 01.07.2022

If date is empty the system will show results for today.

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