Multi-Currency Support
Agni Folio is built for investors whose money lives in multiple currencies. Foreign-currency stocks, local-currency fixed deposits, overseas property, and cross-border bonds all coexist in one unified net-worth view — automatically converted to your preferred display currency using real-time FX rates.
Three currency layers
Section titled “Three currency layers”| Layer | What it is | Set where |
|---|---|---|
| Holding currency | The currency the asset is denominated in | Auto-detected per entry |
| Account base currency | The currency the account naturally operates in | When you create the account |
| Display currency | What you see across the dashboard | In Settings → Preferences |
When these differ, Agni Folio converts using the current FX rate. A foreign-currency holding inside a local-currency account, viewed in a third display currency, traverses two conversions — and the result is consistent regardless of which device you’re viewing from.
Supported currencies
Section titled “Supported currencies”Agni Folio supports all major global currencies with daily auto-updated rates. The full list is available in Settings → Preferences → Display Currency.
Daily FX rate refresh
Section titled “Daily FX rate refresh”Exchange rates refresh automatically on a daily schedule and are cached for the rest of the day so page loads stay fast. Both major fiat pairs and crypto/fiat pairs are covered.
Changing your display currency
Section titled “Changing your display currency”Switch display currency in Settings → Preferences → Display Currency. The entire dashboard recomputes — holdings table, performance view, AI insights, all immediately reflect the new currency.
There’s no per-page override. The display currency is a single global setting.
Cross-currency edge cases
Section titled “Cross-currency edge cases”- Crypto quoted in stablecoins (USDT, USDC) — treated as USD for FX purposes
- Sub-unit quotes (e.g. pence vs pounds) — some exchanges quote in fractional sub-units of a currency; Agni Folio normalizes these to the standard unit automatically
- Currencies with no daily quote — fall back to the last known rate; flagged in the UI if more than 7 days stale
What’s next
Section titled “What’s next”- Accounts — each account has a base currency you set at creation
- Tracking Investments — how holdings inherit currency from the asset
- Portfolio Insights — the dashboard where all currencies converge