Portfolio Tracker Canada: Complete Wealth Overview in CAD and 16 Global Currencies

Take control of your global investments – with a platform built for Canadian investors

Portfolio Tracker Canada: Canadian investors are increasingly turning to global markets for diversification: U.S. equities, European real estate, Asian ETFs, cryptocurrencies, and private assets. But with these opportunities come new challenges: How do you keep a clear view of performance, risks, and total wealth – all in Canadian Dollars (CAD)?

Holistic.Capital is the solution: a modern, secure, and professional portfolio tracker tailored to Canadian investors with international exposure.

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The portfolio tracker for global-minded investors in Canada

Holistic.Capital brings together all of your holdings – across banks, currencies, and asset classes – in a single, intuitive platform. Real-time data, automated reporting, and full currency support make it the perfect tool for global wealth management.

Portfolio Tracker Canada
Supported currencies:

Unterstützte Währungen:

• VAE-Dirham (AED)
• US-Dollar (USD)
• Euro (EUR)
• Schweizer Franken (CHF)
• Britisches Pfund (GBP)
• Kanadischer Dollar (CAD)
• Australischer Dollar (AUD)
• Japanischer Yen (JPY)
• Chinesischer Yuan (CNY)
• Hongkong-Dollar (HKD)
• Neuseeland-Dollar (NZD)
• Norwegische Krone (NOK)
• Polnischer Złoty (PLN)
• Schwedische Krone (SEK)
• Tschechische Krone (CZK)
• Südafrikanischer Rand (ZAR)
• Türkische Lira (TRY)

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Key advantages for investors in Canada

1. Centralized wealth view in CAD

All your assets are converted to Canadian Dollars in real time. Know your net worth instantly – across all currencies.

2. Performance tracking in CAD and original currency

Assess true investment performance by comparing original returns with CAD-equivalent values. Easily spot currency-driven gains or losses.

3. Currency risk management made easy

Track your FX exposure across currencies. Use scenario tools to forecast the impact of currency shifts.

4. Full asset class coverage

Whether your assets are in equities, real estate, bonds, crypto, private equity, or ETFs – Holistic.Capital supports it all.

5. Tax-compliant, exportable reporting

Generate professional reports in CAD or other currencies – ideal for CRA filing, accountants, family reporting, or investment reviews.

6. Security, privacy, and Canadian-friendly compliance

Built with full GDPR compliance and data encryption. Your information is protected and accessible only to you.

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Who is Holistic.Capital built for in Canada?

✔ Private investors with global portfolios

Live in Canada, invest abroad? Consolidate all your holdings and analyze them in one secure dashboard.

✔ Financial advisors and family offices

Deliver clear, accurate, and currency-adjusted reporting to your clients.

✔ Business owners and international professionals

With global income and cross-border holdings, Holistic.Capital helps simplify complexity.

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Real-world example: A Canadian investor’s international portfolio

An investor in Toronto holds:

• Canadian stocks and real estate in CAD
• U.S. growth equities in USD
• Global index ETFs in EUR
• Digital assets in BTC and ETH

With Holistic.Capital:

• See total wealth in CAD
• Monitor asset performance across all currencies
• Identify FX risks
• Download tax-ready quarterly reports

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Conclusion: Canadian investors need a global view with a local lens

Managing wealth in multiple currencies doesn’t have to be complicated. Holistic.Capital gives you the clarity, control, and confidence to grow your international portfolio – in CAD and 16 other currencies.

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Start tracking your global portfolio with Holistic.Capital Canada

Portfolio Tracker Canada: Simplify your investment management – built for modern Canadian investors.

? Start your free trial today