Multi-currency in FinBoard: how we convert your money to euros, always up to date
Guide contents
1. Your original currency is never lost
A dollar account is stored as a dollar account. The conversion happens for the consolidated view, not to the data itself, so you can always see the position as your broker sees it.
That matters when you reconcile: if your total in FinBoard and your broker's screen disagree, the first thing to check is which currency each one is showing, and that check is available.
2. Updated rates, not the rate you remember
FinBoard keeps exchange rates updated automatically and applies them to every position that is not in your reference currency. No cell to overwrite, no month where you forgot.
The practical effect: your consolidated total moves when currencies move, even on a day when no asset changed price. That is not a glitch — it is your real exposure showing up.
3. What to expect from the total
It is a valuation, not a quote. Rates and prices refresh periodically, so the number is current rather than tick-by-tick, which is the right resolution for deciding anything about your personal finances.
If you need an exact figure for a specific date — a tax filing, a sale — take it from the platform that executed the operation. FinBoard is where you see the whole picture, not the legal record of a single trade.
4. Currency as an exposure you can read
Because every balance knows its currency, your distribution by currency is something you can look at. Most people are surprised the first time — either by how much sits outside the euro, or by how little.
Either answer is useful, because both are decisions you are already living with. Seeing them is what turns them into choices. This is educational content, not financial advice.
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