Wallet: cash on the account, currency exchange and totals of all portfolios

The wallet brings everything together: money on the investment account in each currency and the totals of all portfolios.

Money operations

The "Deposit / withdraw" button records deposits and withdrawals, and "Currency exchange" records a conversion from one currency to another.

The rate is filled in automatically from current exchange rates — you can change it and the amount received.

Deposited money invested in other securities (funds etc.): included in the account total, but free only after selling

Value of open positions at current prices (in the purchase currency). Below — change from the purchase amount, not yet realised (until the shares are sold it is only on paper).
Bought: what the shares now in the portfolio cost — quantity × average price, without fees. Sold shares are not included.
Dividends received from all portfolio positions (open and closed) after tax, in the dividend currency. Below — % of the amount invested in the shares that paid them.
Realised — profit from shares already sold: sale amount − average purchase price of the sold shares (with fees if enabled in the portfolio). Below — % of the cost of the sold shares.
Result — money actually earned: dividends + realised, separately in each currency. Below — % of the amount invested in the positions that produced dividends or sales.

View-only link: it shows totals, portfolios, cash and transaction history, but nothing can be changed.