Should I hedge my currency exposure?

That is a decision Miw will not make for you. It shows the size of the exposure and what it has cost or earned so far, which is the part most tools leave out.

Where do the exchange rates come from?

From your statement itself — the broker’s FX column and the two legs of each conversion. Nothing is fetched, which is why a currency can only be offered as a reporting base when your data can actually price it.

Why is the split unavailable on some holdings?

Because the position was traded in one currency and is quoted in another, so its cost and its price are not in the same units. The total gain is still shown; only the split is withheld.

CURRENCY

How much of your return was the currency?

If you are in Europe and hold American shares, two things move your position: the company, and the dollar. Your broker shows you one number containing both, which means a good year for the stock can be an ordinary year for you, and you cannot tell which happened.

Import your statementNo account needed. The file is read in your browser and stays there.

Two things moving at once

A US holding up 12% in dollars, in a year the dollar fell 8% against the euro, is up about 3% for you. Nothing on a standard statement separates those. It matters because they call for different responses: one is a view on a company, the other is exposure you may not have chosen and may not want.

Splitting the gain honestly

The split is arithmetic, not a model: what the position did in its own currency, valued at the rate you bought at, plus what the rate did to the position you now hold. The two parts sum exactly to the gain you actually made. Where the split cannot be made honestly — a holding bought in one currency and quoted in another — Miw says so instead of guessing.

What Miw shows you

Rates come from your own statement’s conversions, not from a live feed.

Your gain split into the price part and the currency part, per holding
The same split totalled across the portfolio
How much of your portfolio sits in each currency, positions and cash together
The option to report everything in a currency your statement can actually price

Questions

Should I hedge my currency exposure?: That is a decision Miw will not make for you. It shows the size of the exposure and what it has cost or earned so far, which is the part most tools leave out.
Where do the exchange rates come from?: From your statement itself — the broker’s FX column and the two legs of each conversion. Nothing is fetched, which is why a currency can only be offered as a reporting base when your data can actually price it.
Why is the split unavailable on some holdings?: Because the position was traded in one currency and is quoted in another, so its cost and its price are not in the same units. The total gain is still shown; only the split is withheld.

Descriptive, not advice. Computed in your browser from the statement you upload.

Start from your broker

The figures come from the statement your broker already gives you — nothing is typed in by hand.

Import your statement