Portfolio Tracker South Africa: Complete Wealth Overview in ZAR and 16 Global Currencies

Manage global investments with local insight – designed for investors in South Africa

Portfolio Tracker South Africa: South African investors are increasingly building global portfolios – including U.S. equities, European property, ETFs from Asia, cryptocurrencies, and offshore private equity. But with growing diversification comes a key challenge: How do you manage your full wealth picture in South African Rand (ZAR)?

Holistic.Capital provides a powerful solution: a professional, secure portfolio tracker for globally minded investors based in South Africa.

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Holistic.Capital – The portfolio tracker for international South African investors

Our platform consolidates your entire investment universe into a single dashboard – covering multiple asset classes, banks, platforms, and currencies. With real-time data and smart reporting, you can track and manage wealth effectively.

Portfolio Tracker South Africa
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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Why South African investors choose Holistic.Capital

1. Unified wealth view in ZAR

See all of your investments automatically converted into South African Rand. Get real-time portfolio valuation and clean reporting in your home currency.

2. Track performance in ZAR and original currency

Understand asset growth from both market performance and FX effects by viewing values in both original currency and ZAR.

3. Manage currency risk with confidence

Track exposure by currency, simulate exchange rate changes, and optimize your portfolio for a volatile global economy.

4. Broad asset class coverage

Whether you're holding equities, ETFs, bonds, real estate, crypto, or alternative investments – Holistic.Capital can track them all.

5. Custom reporting for tax and compliance

Export ready-to-use reports in ZAR or other currencies – tailored for tax reporting, bank reviews, or personal insights.

6. Global security standards, local relevance

Your data is fully encrypted, GDPR-compliant, and protected – with a system built to support international and South African needs.

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Who is Holistic.Capital for in South Africa?

✔ Private investors with global portfolios

Track local and offshore assets from a single dashboard – translated into ZAR.

✔ Wealth managers and advisors

Offer clients customized portfolio reporting and insight – with flexible currency views.

✔ Business leaders and global professionals

From Johannesburg to London to Dubai, Holistic.Capital supports a borderless wealth experience.

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Real-world example: A South African investor’s global portfolio

An investor based in Cape Town holds:

• JSE-listed stocks and property in ZAR
• U.S. growth equities in USD
• European REITs in EUR
• Crypto assets in BTC and ETH

With Holistic.Capital, they can:

• View total wealth in ZAR
• Analyze performance across markets and currencies
• Identify currency exposure
• Generate PDF reports for tax and advisors

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Conclusion: Global portfolios need local clarity

Managing wealth across currencies and countries doesn’t have to be difficult. With Holistic.Capital, South African investors gain clarity, insight, and global confidence – with ZAR at the center.

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Try Holistic.Capital today – made for investors in South Africa

Portfolio Tracker South Africa: Consolidate your global wealth, eliminate complexity, and manage your investments in 17 currencies – all with ZAR as your base.

? Start your free trial