Unlisted Investments can now have different currencies

When creating an ‘Unlisted Investment’ you can now select the currency of the holding.

As an example you might have a portfolio with a base currency of AUD and you want to add an unlisted investment that’s done in USD.


Just on this, I have an unlisted investment in NZ Dollars. Is there a way for the income to also be shown in NZ Dollars?

Hi Stephen,

That is how it should be working now. If you are having issues, send through an email to info@navexa.io and we will take a closer look for you.