Changing the currency for your account

You can change the currency that is shown on your account to suit your preference

On your Capdesk account, you will be able to view details such as the amount that you have invested in a company, as well as estimated value of your holdings (if applicable). 

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The above screenshot as an example shows shareholding as GBP, if you would like to change this currency, click on your User Settings (icon of a person in the top right of the screen) -> Preferences. 

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Scroll to the bottom of the page and you will find the 'Display Currency' header. We can see that this is set to Pound Sterling.

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By clicking on the currency, you will find a drop list that details all of the currency options.

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Once you have chosen your desired currency, click 'Save'.

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You will now see that amount invested and estimated values. Capdesk updates these values each night using the respective daily exchange rate.

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If you need further assistance, you can reach out to us by submitting a support ticket here.