Portfolio Tracker EU: Complete Wealth Overview in EUR and 16 Global Currencies

Manage your global investments with a European perspective – designed for EU-based investors

Portfolio Tracker EU (English): Whether you're investing from Germany, France, the Netherlands, Italy, or elsewhere in the EU, managing international portfolios comes with complexity. How do you track performance, currency impact, and total net worth – all in one place and in Euro (EUR)?

Holistic.Capital offers a solution tailored to investors across Europe – secure, real-time portfolio tracking with full EUR integration and support for 16 additional global currencies.

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Holistic.Capital – The portfolio tracking platform for investors in the European Union

Our platform unites all your assets – across banks, countries, asset classes, and currencies – into a clear, real-time dashboard. Monitor performance, risks, and exposures efficiently, all based in EUR.

Portfolio Tracker EU (English)
Supported currencies:

• Euro (EUR)
• US Dollar (USD)
• British Pound (GBP)
• Swiss Franc (CHF)
• Japanese Yen (JPY)
• Canadian Dollar (CAD)
• Australian Dollar (AUD)
• Chinese Yuan (CNY)
• Hong Kong Dollar (HKD)
• New Zealand Dollar (NZD)
• Norwegian Krone (NOK)
• Polish Złoty (PLN)
• Swedish Krona (SEK)
• Czech Koruna (CZK)
• Turkish Lira (TRY)
• South African Rand (ZAR)
• UAE Dirham (AED)

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Key benefits for investors in the EU

1. Unified view of your wealth in EUR

All your assets are automatically converted into Euros – so you can see the true picture of your net worth.

2. Performance in both original currency and EUR

Understand real performance vs. FX effects by comparing asset growth in both local and EUR terms.

3. Risk analysis across currencies and regions

Track exposure, simulate currency swings, and rebalance based on smart analysis.

4. Full support for major asset classes

Holistic.Capital covers your full portfolio – stocks, bonds, ETFs, real estate, crypto, private equity.

5. Tax-ready reporting for EU jurisdictions

Export PDF and CSV reports in EUR or other currencies – ideal for accountants, wealth planners, and personal tracking.

6. European data security standards (GDPR compliant)

All data is encrypted, stored securely, and handled according to EU regulations.

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Who is Holistic.Capital EU built for?

✔ Private investors across the EU

From Paris to Berlin to Milan, consolidate global portfolios into one EUR-based dashboard.

✔ Wealth managers and family offices

Deliver multi-currency reports, track diverse holdings, and serve high-net-worth EU clients with transparency.

✔ Entrepreneurs & globally exposed professionals

With business and assets across Europe and beyond, Holistic.Capital helps you manage it all – centrally.

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Example: EU-based investor with a global portfolio

An investor in Brussels holds:

• EU equities and property in EUR
• U.S. tech stocks in USD
• Asian ETFs in JPY
• Cryptocurrencies in BTC and ETH

With Holistic.Capital:

• Track entire wealth in EUR
• Understand FX and market-driven returns
• Generate tax-compliant reports
• Monitor risks in real time

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Conclusion: International portfolios need local insight

Holistic.Capital gives EU-based investors a modern solution to monitor, manage, and grow their global portfolios – with a clear focus on the Euro.

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Try Holistic.Capital – Built for EU investors

Portfolio Tracker EU (English): Track, structure, and report your investments across 17 currencies – clearly and securely.

? Start your free trial now