View Portfolio Cash, AUM and PnL in Different Currencies

Introduction

On Reluna Platform, you can easily view your Portfolio Cash, AUM, and PNL in multiple currencies (USD, EUR, RUB, GBP, CHF) for any specific date.

How to Check Portfolio Data in Different Currencies

• Go to Portfolios > Open All Client Portfolios

  • By default, your Portfolio Cash, AUM and PNL are displayed in the portfolio’s base currency for today.

• Toggle OFF the Portfolio Ccy switch.

• The platform will display a list of available currencies you can choose from.

Set a Date (Optional)

• If you select EUR and set the date to 2025.08.14, the platform will recalculate and display your Portfolio Cash, AUM and PNL in EUR as of that date.

• If you leave the date field empty, the platform will show results for today.