Portfolio Tracker New Zealand: Full Control of Your Wealth in NZD and 16 Global Currencies

Manage your global investments with confidence – built for investors based in New Zealand

Portfolio Tracker New Zealand: New Zealand investors are increasingly going global, investing in U.S. equities, European real estate, Asian bonds, and digital assets. But with a globally diversified portfolio comes complexity. How do you stay in control – especially when tracking everything in New Zealand Dollars (NZD)?

Holistic.Capital provides the answer: an intelligent portfolio tracker designed for globally minded investors in New Zealand.

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Holistic.Capital – The portfolio tracking platform for New Zealand investors

Our platform consolidates your entire portfolio – across banks, asset classes, and currencies. With real-time data, smart analytics, and robust security, you stay in control at all times.

Portfolio Tracker New Zealand
Supported currencies:

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

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Key advantages for investors in New Zealand

1. Consolidated portfolio view in NZD

All assets are automatically converted to NZD in real time – ideal for financial planning, tax purposes, and strategic decision-making.

2. Performance tracking in base and original currency

Monitor asset performance both in native currency and NZD – clearly distinguishing between real gains and FX impacts.

3. Early identification of currency risks

Simulate FX scenarios and identify currency exposures before they impact your portfolio.

4. Broad asset class support

Whether you're holding equities, real estate, bonds, ETFs, crypto, or private equity – Holistic.Capital supports your complete wealth structure.

5. Custom reporting – tax-compliant and exportable

Generate multilingual, professional reports in NZD or any other currency – for banks, accountants, or personal use.

6. Highest security and GDPR compliance

Your data is encrypted, stored securely, and only accessible to you – meeting top-tier data protection standards.

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Who is Holistic.Capital built for in New Zealand?

✔ Private investors with international portfolios

Live in New Zealand and invest globally? Holistic.Capital gives you the tools to keep everything organised and in one place.

✔ Family offices & wealth managers

Offer structured, tax-compliant reporting in NZD – tailored for your clients and their global holdings.

✔ Entrepreneurs & digital nomads

With global cash flows and multi-currency exposure, Holistic.Capital helps you unify your financial life.

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Example: A globally invested New Zealand investor

An Auckland-based investor holds:

• Local property and stocks in NZD
• U.S. tech equities in USD
• European ETFs in EUR
• Cryptocurrencies in BTC and ETH

With Holistic.Capital:

• Total wealth view in NZD
• Performance tracking across currencies
• Exportable reports for tax filing
• FX risk analysis and monitoring

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Conclusion: Think global – manage local

International diversification is powerful. Holistic.Capital is the tool to make it manageable. Take control of your portfolio with a secure, efficient, and NZD-focused platform supporting 17 currencies.

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Try Holistic.Capital – made for New Zealand

Portfolio Tracker New Zealand: Take charge of your international investments – with a platform built for global investors.

? Start your free trial now