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docs: added documentation for currency conversion
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achannarasappa committed Feb 14, 2021
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Expand Up @@ -88,6 +88,7 @@ show-tags: true
show-fundamentals: true
show-separator: true
interval: 5
currency: USD
watchlist:
- NET
- TEAM
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<img src="./docs/ticker-all-options.png" />

### Currency Conversion

`ticker` supports converting from the exchange's currency to a local currency. This can be set by setting the `currency` property in `.ticker.yaml` to a [ISO 4217 3-digit currency code](https://docs.1010data.com/1010dataReferenceManual/DataTypesAndFormats/currencyUnitCodes.html).

<img src="./docs/ticker-currency.png" />

* When a `currency` is defined, all values are converted including summary, quote, and position
* Add cost basis lots in the currency of the exchange - these will be converted automatically when `currency` is defined
* If a `currency` is not set (default behavior) and the `show-summary` option is enabled, the summary will be calculated in USD regardless of the exchange currency to avoid mixing currencies
* Currencies are retrieved only once at start time - currency exchange rates do fluctuate over time and thus converted values may vary depending on when ticker is started

## Notes

* **Real-time quotes** - Quotes are pulled from Yahoo finance which may provide delayed stock quotes depending on the exchange. The major US exchanges (NYSE, NASDAQ) have real-time quotes however other exchanges may not. Consult the [help article](https://help.yahoo.com/kb/SLN2310.html) on exchange delays to determine which exchanges you can expect delays for or use the `--show-tags` flag to include timeliness of data alongside quotes in `ticker`.
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