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How to use a new currency? #444

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2e3s opened this issue Oct 31, 2021 · 8 comments
Closed

How to use a new currency? #444

2e3s opened this issue Oct 31, 2021 · 8 comments

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@2e3s
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2e3s commented Oct 31, 2021

I see that it's supposed to have the functionality by #387 but I can't find how to do it.
I have tried the online version, it has a few currencies, but it doesn't have CAD. I've tried a local version, it has only EUR and USD and I can't find any place where I could add any. Is there any?
image
I was able to specify CAD in API request manually, but it's hacky and I think something won't work. Also, it would be nice to use CAD by default for everything.
Thank you.

@dtslvr
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dtslvr commented Oct 31, 2021

Hello @2e3s

The available currencies are derived from the transactions (database table SymbolProfile). As soon as you have added a transaction in CAD, the currency should show up in the account dialog.
If you don't own any asset in CAD you could create another user and add a fake transaction. This will have the same effect.

You can also set your base currency at My Ghostfolio. Is this working for you?

@2e3s
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2e3s commented Oct 31, 2021

As soon as you have added a transaction in CAD, the currency should show up in the account dialog.

I don't see how it's possible:

Add transaction

image

You can also set your base currency at My Ghostfolio. Is this working for you?

I see CAD now after I did a manual API request with CAD to add an account with CAD (I see in the accounts now as well). How to add any other currency here in UI? If possible.

My Ghostfolio

image

I think there shouldn't be any pre-populated selector for a currency, or maybe there should be another option Other....

@dtslvr
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dtslvr commented Oct 31, 2021

I don't see how it's possible

Yes, find a symbol there that is traded in CAD, for example BB.TO (BlackBerry). Add Quantity: 1 and for Unit Price click the refresh icon.

I see CAD now after I did a manual API request with CAD to add an account with CAD

I would not recommend to do manual API requests because there could be side effects.

I think there shouldn't be any pre-populated selector for a currency, or maybe there should be another option Other...

These currencies are wired with the exchange rate service therefore I don't think there can be an option Other...

@dtslvr
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dtslvr commented Nov 4, 2021

Is it working @2e3s?

@2e3s
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2e3s commented Nov 6, 2021

Hey, it seems to work. But this is very counterintuitive, the very fact you can't create an account with any existing currency and start working with it right away. I would propose to look at having a predefined list of currencies and at least to underive from transactions. A financial account is the first place where a customer starts.

docker-compose -f docker/docker-compose-build-local.yml build

By the way, I'm not sure what to do if I read README. Maybe it's not up to date.

@dtslvr
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dtslvr commented Nov 7, 2021

Hey @2e3s

Good to hear it works now.

Thanks for your proposal to improve the usability. Are you interested in implementing it? I could provide hints where to manage the list of currencies.

Regarding the docker documentation, can you please create a separate issue and describe what is not clear for you? Thanks in advance.

@2e3s
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2e3s commented Nov 14, 2021

Thanks for your proposal to improve the usability. Are you interested in implementing it? I could provide hints where to manage the list of currencies.

Hi, yes, since I haven't found any other decent opensource investment tracker, if I settle with this one, I may implement the proposal and maybe some other improvements, although it would be in a few weeks when I get back. If it's not implemented by then and if I need help, I will ask in this issue I suppose.

Thanks for the help! I'm closing for now as I've got CAD.

@2e3s 2e3s closed this as completed Nov 14, 2021
@dtslvr
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dtslvr commented Dec 3, 2021

I have created a follow-up issue #510.

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