Measure your portfolio's currency exposure
Break a portfolio down by underlying currency and estimate the impact of a move in each exchange rate on its home-currency value.
How much of my portfolio depends on foreign exchange rates?
Currency exposure groups holdings by the currency of their underlying assets, not their listing. A 10% move in a currency changes portfolio value by roughly 10% × that currency's weight, unless hedged.
What you see in Market Ontology
The live product, read-only. Your own work opens here after checkout.
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What opens after checkout
Deterministic FX exposure and scenario analysis, built from the details above and saved to your account in Market Ontology.
- You get
- Deterministic FX exposure and scenario analysis
- Opens in
- Market Ontology
- Built from
- Base currency, exposures, rates, shocks
- Orders
- None; nothing is sent on your behalf