Multi-Currency Wealth Exposure Calculator

πŸ’± Global wealth planning tool

Multi-Currency Wealth Exposure Calculator

Consolidate assets, liabilities, income and expenses in different currencies. Measure concentration, currency mismatch, liquidity and the impact of exchange-rate movements.

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Reporting settings

Choose the currency used to display the consolidated report.

Exchange-rate field: enter how many units of the base currency equal one unit of the selected currency. Example: with USD as the base, if EUR 1 = USD 1.08, enter 1.08.

Assets

Cash, investments, property, businesses and other assets.

Liabilities

Mortgages, loans, credit balances and other obligations.

Monthly income

Salary, rent, dividends, business income and other inflows.

Monthly expenses

Living costs, debt payments, insurance and other outflows.

Add at least one asset and enter valid non-negative amounts and exchange rates.
0balance score
Exposure profile

Your multi-currency wealth analysis

Total assetsβ€”
Net worthβ€”
Largest exposureβ€”
Monthly net cash flowβ€”

Asset exposure by currency

Priority observations

    Currency scenario analysis

    Currency Asset exposure Share If currency falls 10% If currency rises 10% Net exposure after liabilities

    Wealth structure

    Expense exposure by currency

    Educational use only. This calculator uses the amounts and exchange rates you enter. It does not provide investment, tax, legal, banking or currency-trading advice.