Portfolio Tracker Liechtenstein: Full Wealth Overview in CHF and 16 Global Currencies

Manage your international investments with Swiss Franc clarity – built for investors in Liechtenstein

Portfolio Tracker Liechtenstein (English): Investors in Liechtenstein are increasingly diversifying globally – across U.S. equities, European funds, Asian ETFs, cryptocurrencies, and alternative assets. With international exposure comes the challenge: How do you track your global wealth – especially in Swiss Francs (CHF)?

Holistic.Capital offers the solution: a secure, professional portfolio tracker designed for CHF-based investors, supporting 16 additional currencies.

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Holistic.Capital – The platform for globally focused investors in Liechtenstein

Our platform consolidates all your investments – across banks, currencies, asset classes, and jurisdictions – into one intuitive dashboard. With real-time performance analytics, currency conversion, and exportable reporting, managing wealth is streamlined and efficient.

Portfolio Tracker Liechtenstein (English)
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 Liechtenstein

1. Consolidated portfolio view in CHF

Your global assets are automatically converted to Swiss Francs – ideal for planning, reporting, and tax strategy.

2. Track performance in CHF and original currency

See how each asset performs in both its native currency and CHF – offering full transparency on market and FX effects.

3. Export-ready tax and advisory reports

Generate clean, downloadable reports in PDF/CSV – perfect for accountants, banks, or internal tracking.

4. Full support for major asset classes

Stocks, bonds, real estate, ETFs, crypto, private equity – Holistic.Capital tracks your full investment universe.

5. Swiss-grade security and GDPR compliance

All data is encrypted, securely stored, and accessible only to you – fully compliant with EU and Swiss privacy standards.

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Who is Holistic.Capital Liechtenstein for?

✔ Private investors with international holdings

Track global assets efficiently – with CHF as your base currency.

✔ Wealth managers and family offices

Deliver client-specific reporting, multi-currency analysis, and tailored dashboards.

✔ Entrepreneurs and global professionals

Manage complex portfolios across borders – assets, currencies, and regions in one unified solution.

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Real-world example: Investor based in Vaduz

A Vaduz-based investor holds:

• Local real estate and equities (CHF)
• U.S. technology stocks (USD)
• European ETFs (EUR)
• Cryptocurrencies (BTC and ETH)

With Holistic.Capital:

• View total portfolio in CHF
• Analyze performance across currencies
• Export reports for tax filing and wealth reviews

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Portfolio Tracker Liechtenstein (English): Global wealth deserves local clarity

Holistic.Capital offers investors in Liechtenstein a secure, transparent, and professional solution to manage global portfolios – with CHF at the core.

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Get started – Holistic.Capital Liechtenstein

Portfolio Tracker Liechtenstein (English): Track and manage your investments across 17 currencies – clearly, securely, and efficiently.

? Start your free trial now