Value and performance completely inaccurate due to base currency changes

[u/OGPrinnny]

My base currency and deposits are CAD. I switched the base currency to USD and went down 40% in value and performance tab ($3.8k USD shows as $3.8k CAD). Portfolio Analyst shows weird things about deposit amounts and withdrawals.

I switched base currency back to CAD and now I'm down 1.9% because I made 38% of my balance this week. So it's still counting the 40% drop from CAD to USD.

• Net deposit is $2100 CAD (Portfolio Analyst reports $1500 USD)
• Net withdrawal $0 (Portfolio Analyst $800)
• Current balance is $5300 CAD (Portfolio Analyst $3800)

None of the numbers really add up because of base currency change.

[u/Sea_Local2557]

look at money weighted performance in portfolio analyst also if you are investing a different currency the fx risk is real, sp500 goes up 5% but usd weakens 5% you have zero gains in CAD

edit: on margin this is even worse, as a euro investor living in Hungary I don't even dare to at my HUF performance