Currency conversion on Fundamental Chart (especially CAD)
Under Consideration
Request from Curtis Bell - RBC Canada (1 seat). Looking for something similar to Morningstar here (See attached image).
"Kyle, just thought I would point out something for Cdn Users that would be helpful is to have a currency adjustment. Morningstar has this and we can run for example an ETF in US dollars against a Cdn $ investment and have it adjust for currency.
Might not be enough of us to have this or spend the funds but thought I would ask. It is extremely useful."
I like this idea
This is a pretty big ask If i'm understanding correctly.. He wants on the fly currency conversion in charts?
This is a pretty big ask If i'm understanding correctly.. He wants on the fly currency conversion in charts?
Similar request, so listing it here. This one comes from Jack James (RBC Canada - $3,900). In short, he simply wants to be able to convert US indices/benchmarks to CAD. He provides a good explanation and screen shot below.
"Hey Kyle,
One question I’ve just come across, running charts on a CDN domiciled/listed fund vs. its US benchmark…is there a way I can adjust the currency on the benchmark to make a more meaningful comparison?
Ie. running TDB410.to relative to its benchmark on a 5 year basis, the Russell 1000 growth is being showing in its native currency (USD):
Vs running the fund against Russell – currency adjusted.
Is there a way to adjust the currency so the Ycharts comparison looks more like the Bloomberg?"
Similar request, so listing it here. This one comes from Jack James (RBC Canada - $3,900). In short, he simply wants to be able to convert US indices/benchmarks to CAD. He provides a good explanation and screen shot below.
"Hey Kyle,
One question I’ve just come across, running charts on a CDN domiciled/listed fund vs. its US benchmark…is there a way I can adjust the currency on the benchmark to make a more meaningful comparison?
Ie. running TDB410.to relative to its benchmark on a 5 year basis, the Russell 1000 growth is being showing in its native currency (USD):
Vs running the fund against Russell – currency adjusted.
Is there a way to adjust the currency so the Ycharts comparison looks more like the Bloomberg?"
Jack James back again asking for this. Claims Model Portfolios are useful without it. Could also be very helpful for all of our other Canadian clients.
Jack James back again asking for this. Claims Model Portfolios are useful without it. Could also be very helpful for all of our other Canadian clients.
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