Multi-currency
International portfolios, one consolidated plan
If you hold assets in more than one currency, most planning tools force you to convert everything manually. Yield Clarity keeps each asset in its native currency and converts to your chosen base currency using market exchange rates.
How it works
Native currency recording
Each holding, cash account or property is recorded in the currency it's held in. A US stock stays in USD; a European fund stays in EUR.
Market exchange rates
Yield Clarity converts to your base currency using current market exchange rates. You can see when each rate was last updated.
One consolidated view
Your portfolio overview, net worth and FI-eligible wealth are all reported in your chosen base currency — currently updated, not estimated.
No manual conversion
You never need to calculate exchange rates or re-enter values when rates change. The system handles it.
Holdings by currency
GBP
UK investments
£218,400
USD
US equities
$86,200
EUR
European funds
€42,100
AED
Cash reserves
AED 28,400
Consolidated (GBP)
£391,400
Example data
Who benefits from multi-currency tracking?
Internationally mobile professionals
If you've worked in multiple countries and accumulated investments in different currencies, Yield Clarity consolidates everything into one view.
International investors
If you invest in US, European or emerging-market assets alongside UK holdings, each position stays in its native currency.
Expats and returnees
If you hold assets from a previous country of residence alongside new local investments, both appear in one plan.
Multi-currency cash holders
If you maintain cash reserves in multiple currencies for travel, property or diversification.
Currency in the forecast
The forecast converts all FI-eligible assets to your base currency at the current rate. Yield Clarity does not model future exchange rate movements — this is a deliberate simplification. Currency forecasting would add false precision to an already uncertain projection.
Read the methodologyConsolidate your international portfolio
Track assets in any currency with one consolidated FI plan.
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