Currency and display options
Learn how to switch currencies and customize how your portfolio data is displayed.
TrackMyShares displays your portfolio in your preferred currency and offers several display options to customise your experience.
Display currency
Your display currency determines how portfolio values are shown. All holdings are converted to this currency using current exchange rates.
Supported currencies
- USD — United States Dollar
- AUD — Australian Dollar
Changing your display currency
- Open your portfolio
- Click the currency button in the toolbar (shows current currency like "USD ($)")
- Select your preferred currency
- Changes apply immediately
How conversion works
TrackMyShares automatically converts holdings to your display currency:
- US stocks priced in USD are converted to AUD (if AUD selected)
- Australian stocks priced in AUD are converted to USD (if USD selected)
- Crypto typically priced in USD, converted as needed
Exchange rates are fetched from Yahoo Finance and cached for 5 minutes.
Currency and performance
When viewing performance:
- Gain/loss is calculated in the original purchase currency, then converted
- Today's change includes both price movement and exchange rate changes
Note: Exchange rate fluctuations can affect your displayed returns when holdings are in a different currency than your display currency.
Historical date view
TrackMyShares lets you view your portfolio as it was on any past date.
How to time travel
- Click on any point in your performance chart
- The dashboard updates to show your portfolio on that date
- See what you owned and its value at that time
- Click Return to today to go back to current values
What changes
When viewing a historical date:
- Prices reflect the closing prices on that date
- Holdings show what you owned at that time (transaction-based portfolios only)
- Currency rates use approximate exchange rates
Limitations
- Historical view requires sufficient price data
- Very recent dates (today) show current prices
- Some crypto may have limited historical data
Display preferences
Holdings table
Customise what you see in your holdings table:
- Sort order — Click column headers to sort
- Show/hide columns — Some columns can be toggled in settings
Charts
Chart preferences include:
- Default time range — Which period to show by default (1M, 3M, 1Y, etc.)
- Chart type — Line or area chart
Number formatting
Numbers are formatted based on your browser's locale:
- Decimal separators (. or ,)
- Thousands separators
- Date formats
To change these, update your browser or system language settings.
Saving preferences
Most display preferences are saved automatically and persist across sessions. They're tied to your account, so you'll see the same settings on any device.