Portfolio currency and display mode

Last updated May 21, 2026

Portfolio settings control the currency used for reporting and how asset values are displayed on asset pages.

Portfolio currency

Portfolio currency is the reporting currency used for portfolio-level totals and allocation. Changing it can refresh aggregate values because assets and cash may need to be converted into the new currency.

Asset display currency mode

Asset page defaults let you choose whether asset values are displayed in native currency or portfolio currency when supported by the available data.

Change settings

  1. Open Portfolio settings.
  2. Select a Portfolio currency from the currency search field.
  3. Choose the asset display currency mode under Asset page defaults.
  4. Save the settings.

When values can be partial

If a market price, FX route, or FX quote is missing, Bitease may not be able to convert every asset or cash balance into the selected portfolio currency.

Related articles