OmniAccount
Features ยท Investments, loans & currencies

Trades, loans and currencies, counted correctly.

Buys, sells and dividends per broker. Profit or loss on a sale is worked out from what was really bought and when, never hand-typed.

The Investments screen: trades and dividends per broker, with realised gain or loss.

Investments

  • Record buys, sells and dividends per broker. Import trades from a CSV or Excel file.
  • Realised gain or loss on a sale is computed from the real purchases, never typed.
  • Portfolio metrics such as total realised gains in the Reports.
The Exchange Rates screen: the real rate of the day for every currency pair you used.

More than one currency, correctly

  • Entities in CAD, INR, USD, GBP, AED, SGD, AUD or another currency.
  • A foreign-currency transaction uses the real exchange rate of that day, not today's.
  • One combined net-worth view converts every entity, even in different currencies, into a single number.
  • Loans you owe and deposits you hold are tracked as balances, with their own statements.

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