The answer changes what “up 20%” even means. A practical framework for choosing your base currency.
The spreadsheet was never the product
Manual tracking fails for a predictable reason: every platform speaks a slightly different language. One export calls a field “Units Held”, another calls it “Quantity”, and a third hides currency in a separate sheet. The moment a price changes or an account grows, the work becomes a second job.
“How am I doing, across everything?” is a portfolio question. It should not require four tabs and a calculator.
What a useful view needs
A useful portfolio view keeps source traceability, currency context, and data freshness visible. It should show what is known, what is delayed, and what still needs your attention.
Start with the whole picture
Confluovest brings together the holdings, transactions, and source health that otherwise live in separate systems. The goal is calm visibility: enough detail to trust the number, without turning your portfolio into a terminal.
