Set tax residence and currency before reviewing returns

Choose your tax residence and reporting currency before reviewing gains, cash, and tax estimates.

Choose your tax residence first

Before reviewing returns, set your tax residence in Settings. Portle has country-specific tax views for the United States, Korea, Canada, Japan, Australia, and the United Kingdom. Choose Other for a general portfolio view without tax estimates.

This setting changes the tax estimates and reporting context shown in the app. It does not make Portle a tax adviser.

Separate trade currency from reporting currency

A US stock may trade in USD while you report your portfolio in KRW or JPY. Keep the trade currency on each row and choose the currency used for portfolio totals.

When a currency is missing, it should be treated as a data issue. It should not be silently folded into the total.

Check the Home screen after setup

After setup, confirm that cash, realized gains, rules, and missing-data notices use the intended country and reporting currency.

If they do not, correct the settings before relying on the totals or tax estimates.

Set tax residence and currency before reviewing returns

Choose your tax residence first

Separate trade currency from reporting currency

Check the Home screen after setup

Run this workflow inside Portle.