Find guides, sections, and import instructions.
Learn how to manage multiple currencies and perform manual conversions in FundStat.
Choose auto-conversion when creating an account to have FundStat record currency exchanges automatically. It works with file imports and manual entries, with or without auto-topups.
The account’s base currency is used to fund foreign-currency cash outflows and receive foreign-currency income. Selecting a base currency alone does not enable auto-conversion.
FundStat creates read-only exchanges for purchases, sales, dividends, and other supported cash movements using the closing exchange rate from the latest available day before the transaction date. Imported exchanges are skipped and manual exchanges are unavailable.
When auto-conversion is off, your account keeps cash balances in each currency. Import or enter your actual broker exchanges to move cash between those balances.
With both auto-conversion and auto-topups off, spending a currency you do not hold produces a negative balance in FundStat. Check for a missing deposit or exchange in your history. With auto-topups on, FundStat instead adds a deposit in the currency that is short.
When auto-conversion is off, add a currency exchange like a purchase or sale, using a currency pair as the symbol and your broker’s actual exchange rate.
Example Search:
US Dollar/Polish Zloty FX Spot Rate
FOREX
If you can't find 'PLNUSD', use 'USDPLN' and perform the opposite operation.
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