The Scaler currency conversion system standardizes monetary inputs across assets, jurisdictions, and sources by converting cost-related data into a single portfolio reporting currency. Conversion is applied only where methodological consistency exists (costs, consumption, and roadmap measures) and intentionally excluded where financial teams rely on proprietary conversion rules (valuation-related fields).

Scaler sources exchange rates through the Frankfurter API, an open-source service that provides historical foreign-exchange reference rates. Frankfurter derives its data from institutional and non-commercial bodies such as the European Central Bank (ECB).

ECB reference rates:

Scaler retrieves and stores monthly reference rates for all major global currencies dating back to 2014.

Scalar applies exchange-rate logic to:

These values are converted into the portfolio’s reporting currency.

Financial valuation indicators are not automatically converted:

These values reflect methodologies external to Scaler, and the platform respects the financial team’s own FX assumptions.

When a cost corresponds to one month:

Converted Value=Input ValueFX Rate_Month\text{Converted Value} = \frac{\text{Input Value}}{\text{FX Rate\_Month}}

Converted Value=FX Rate_MonthInput Value

When a cost spans multiple months:

Average FX Rate=∑FX Rates for MonthsNumber of Months\text{Average FX Rate} = \frac{\sum \text{FX Rates for Months}}{\text{Number of Months}}

Average FX Rate=Number of Months∑FX Rates for Months

Converted Value=Input ValueAverage FX Rate\text{Converted Value} = \frac{\text{Input Value}}{\text{Average FX Rate}}

Converted Value=Average FX RateInput Value

The system chooses the rate(s) that align with the date range associated with the cost.

Roadmap measures may be recorded in any supported currency. The platform converts all costs into the portfolio reporting currency to support:

Utility-cost entries now include a currency field. This allows costs to be recorded in their native currency per asset.

Scaler automatically converts these values using the backend exchange-rate system.

The portfolio Default currency is defined in Portfolio Data Collection Settings. All converted values across roadmap measures, utility costs, and related analytics align with this currency.

The Analytics Portal displays converted values exclusively in the reporting currency to ensure consistent interpretation across:

Spend values and aggregated cost values exported from Scaler reflect the converted amounts in the portfolio Default currency.

Underlying input values and currencies are still available when exporting raw input data via the Scaler Spreadsheet.

Financial valuation fields are excluded from automated conversion because:

Scalar therefore uses the portfolio reporting currency directly for valuation metrics.