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Canada–United States investing

Canadian and American dollar portfolio analysis

Canadian portfolios often contain securities in Canadian and American dollars. AInvestor preserves each holding's currency and produces a transparent, verifiable converted summary.

What it provides

A clearer financial workflow

  • Preserve the original currency of every holding
  • Show Canadian-dollar and American-dollar subtotals separately
  • Document the indicative exchange rate used
  • Avoid mixing prices, costs and returns from different currencies

A visible conversion method

The exchange rate should not be a black box. AInvestor displays the indicative rate, its source and the combined base-currency value while keeping the original subtotals available.

This presentation simplifies reconciliation with brokerage exports and helps separate security performance from currency effects.

Consolidate without losing context

Canadian and United States securities remain linked to their market, currency and company. Consolidated analysis organizes the source data without replacing it.

QUESTIONS

Frequently asked questions

Is the displayed exchange rate an execution rate?

No. It is an indicative rate used for analytical presentation, not for executing a currency transaction.

Are American-dollar positions permanently converted?

Their original currency is preserved. Conversion is used for the summary in the selected base currency.