International Dividend Portfolio Tracker with Transactions Page
I’ve had a number of people ask me to include support for foreign currencies. This is that effort. The current release is based off of my Dividend Portfolio Tracker version 3.1.2.
It is very similar in use to the standard version so please visit that page to learn more about the general usage.
The main thing that has changed is support for multiple currencies. The currencies currently supported include: US Dollar ($), Australian Dollar (A$), Canadian Dollar (C$), Euro (€), British Pound Sterling (£), Swiss Franc (F), Hong Kong Dollar (HK$), Japanese Yen (¥J), and Chinese Yuan (¥C). If other currencies are desired please just write in the comments below and I’ll add them.
As you can see in the example above as noted with the red arrow, I picked “$” as the native currency for McDonald’s since it is trade on the NYSE. For Lloyd’s, I picked “£p” since it is traded in London in pence. The “native currency” column is whatever currency the exchange is traded in.
The blue arrow designates the home currency. This will update all the values, including cost basis, market value, dividends, gain/losses, and all the data on the Summary sheet to whatever currency you want. If you want to see your account listed in €, then just put that symbol there and everything will be converted to euros in real time.
Here are a few changes on the Summary sheet:
The Sector Weighting chart has been moved to the Summary sheet. It has also been changed to a bar chart, showing more easily, I believe, the respective weightings of each of the sectors. It also includes a target percentage that can be adjusted for each sector. The target percentage is the red line at the bottom of the chart.
A Currency Weighting chart has also been added to the Summary sheet. This simply shows the percentage of the entire portfolio that is kept in each currency.
That’s about it for the main superficial changes from here. There has been a ton of under-the-table changes in order for the the currency conversions to be seamless.
If you guys notice any errors or would like other changes, please let me know. I hold all my foreign stocks as ADRs so don’t have any stocks held directly in a foreign currency to truly try it out myself.
And, the idea for the currency converter came from No More Waffles’s page here. Make sure it check out his site!