Merge USD and EUR portfolio#103

Currently, USD and EUR investments are only available seperately. Ideally, we would have an overall dashboard which aggregates all info and the user can then decide whether to show both, or only one of the currencies.

also would like both accounts merged but especially how it’s set up right now doesn’t work well: when i switch in my portfolio between INVESTMENTS and REPAYMENTS it switches automatically back to EUR Portfolio instead of staying in the same currency i just selected. Why? And when i want go to TRANSACTIONS the same button EUR/USD should be at the same position but it’s somewhere at the bottom of the page. Would be nice if it is cohesive everywhere.

Agree - it is very confusing not to see the full portfolio in one view irrespective of currency

In your dashboard, in the ‘Overview’ tab, the default currency will be EUR. This means that you will see an account summary of your total portfolio (including both USD and EUR investments) in EUR. When you go to My Portfolio, you can choose which currency to view.

Thanks for the quick response! :) Yes i understand the overview shows the sum - but i use the investment view to look at distribution by country and borrower (the two pie charts) as i want to diversify my new investment. Currently i need to manually calculate that, but it should be fairly easy programming to include an “all currencies” option in the dropdown where there is just EUR and USD now?

Thank you for your clarification. I understand your requirement to utilize the investment view for analyzing distribution by country and borrower to ensure diversification of your new investment. I’ve noted your suggestion to include an “all currencies” option in the dropdown menu for easier analysis. I’ll forward this to our technical team for consideration in future updates.

I totally aggree on this one and hope for the option to be a reality. How far are you by now?
I guess it’s hard to decide whether to show it in “euros transformed into dollars only partially taking acount of currency volatility” or the other way round. But I think it’s worth doing.
It would be nice (right here at least) to have a “universal” currency that both dollars and euros could be transformed into, so that both currencies are “almost this value” - and this “almost-ness” is probably why we haven’t seen the feature yet?

Hi @Tagdin Thank you for your feedback. I shared the request with our tech team for their consideration as they make improvements to the platform, and I will provide an update if it becomes available.