Portfolio Tracker France: Full Wealth Overview in EUR and 16 Global Currencies

Manage your global investments with a Euro-based perspective – tailored for investors in France

Portfolio Tracker France: French investors are expanding their portfolios internationally – including U.S. equities, European real estate, Asian ETFs, cryptocurrencies, and private equity. With this diversification comes complexity: How can you track your full net worth – especially in Euro (EUR)?

Holistic.Capital offers the solution: a secure, professional portfolio tracker designed for French investors, with EUR as the primary currency and support for 16 other global currencies.

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Holistic.Capital – The portfolio platform for internationally minded French investors

Our platform consolidates your global holdings – across banks, countries, asset classes, and currencies – into a unified, intuitive dashboard. With live performance data, FX conversion, and exportable tax-compliant reports.

Portfolio Tracker France
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 benefits for investors in France

1. Unified wealth overview in EUR

All investments are automatically converted to Euro – giving you a consistent view of your total net worth.

2. Performance analysis in both original and EUR values

Evaluate returns in native currencies and EUR – and understand the effects of FX fluctuations.

3. Currency risk management tools

Track foreign exchange exposures, run simulations, and optimize your allocations accordingly.

4. Full coverage of all major asset classes

From equities, bonds, and ETFs to real estate, crypto, and private equity – Holistic.Capital supports it all.

5. Exportable tax- and advisor-ready reports (PDF/CSV)

Generate clean reports for your accountant, financial institution, or personal financial planning.

6. GDPR-compliant data privacy and security

Your data is encrypted, protected, and only accessible to you – fully compliant with European data regulations.

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Who is Holistic.Capital France built for?

✔ Private investors with international portfolios

Centralize global assets with full EUR clarity and FX insight.

✔ Wealth managers & family offices

Generate professional reports, track multi-client holdings, and deliver high-level transparency.

✔ Entrepreneurs & expats with worldwide holdings

Monitor cross-border investments with ease – regardless of country or currency.

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Example: Investor based in Paris

A Paris-based investor holds:

• French real estate and equities (EUR)
• U.S. growth stocks (USD)
• Asian ETFs (JPY)
• Cryptocurrencies (BTC and ETH)

With Holistic.Capital:

• Sees a consolidated EUR-based view of wealth
• Tracks asset performance and currency risk
• Exports reports for tax or advisory purposes

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Conclusion: Global portfolios need local structure

Holistic.Capital gives investors in France a powerful platform to analyze, manage, and grow international wealth – with EUR at the center.

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Get started – Holistic.Capital France

Portfolio Tracker France: Track and manage your investments across 17 currencies – with confidence, clarity, and security.

? Start your free trial