Is there a way to filter only for stocks in currency = EUR?

As mentioned in the title, is there a way to filter only for stocks in the currency Euro? I want to avoid currency conversion costs and any deviations due to fx.

As far as I could find, there is the existing feature Country("countryID1, countryID2, ...") as described in https://www.portfolio123.com/doc/doc_detail.jsp?factor=Country. I am currently using is the way as Country("AND, AUT, BEL, CYP, EST, FIN, FRA, DEU, GRC, IRL, ITA, LVA, LTU, LUX, MLT, NLD, PRT, SVK, SVN, ESP") to only filter for stocks in the currency EUR. Is there a better feature though?

Yes, use ExchCountry instead of country. Country is where the company is located, ExchCountry is where the primary issue is traded. See https://www.portfolio123.com/doc/doc_detail.jsp?factor=ExchCountry

2 Likes

Thanks a lot for the feedback. Any chance that we can get a filter like currency("EUR") to simplify? I suppose that if you are offering FXPerf (that applies to the currency given by the stock), the currency is already available per stock.

1 Like