Portfolio Tracker Sweden (English): Full Control of Your Wealth in SEK and 16 Global Currencies

Stay on top of your international investments – with a platform built for globally active investors in Sweden

Portfolio Tracker Sweden (English): Swedish investors are increasingly looking beyond borders: U.S. stocks, European bonds, Asian real estate, global startup equity – international portfolios are now the norm. But with so many currencies and markets in play, it becomes difficult to keep a clear overview. How can you effectively manage your wealth?

Holistic.Capital provides the answer: a professional portfolio tracker designed for Swedish investors with global ambitions – consolidated, transparent, and secure.

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Holistic.Capital – The portfolio tracker tailored for Swedish investors

With Holistic.Capital, you can manage your entire portfolio from one central platform. Our solution integrates all your investments across banks, asset classes, and geographies – in real time.

Portfolio Tracker Sweden (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 Sweden

1. Portfolio overview in SEK

All holdings are automatically converted to Swedish Krona. Ideal for valuation, tax planning, or communicating with your local financial advisor.

2. Performance in original currency and SEK

Track the performance of each asset both in its original currency and in SEK. Clearly understand real returns and FX impacts.

3. Proactive currency risk management

Identify your currency exposures and simulate exchange rate shifts – enabling better risk-adjusted decisions.

4. All asset classes covered

From equities and ETFs to real estate, private equity, and crypto – Holistic.Capital tracks your entire wealth structure.

5. Tax-compliant reporting on demand

Generate professional reports in SEK or any other currency – ready for tax filing, banking, or internal use.

6. Top-level security and data protection

All data is fully encrypted, GDPR-compliant, and accessible only to you – meeting European security standards.

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Who is Holistic.Capital made for in Sweden?

✔ Private investors with global portfolios

Based in Sweden, investing globally? Our platform gives you clarity and control.

✔ Wealth managers and family offices

Create tailored analyses and reports for clients – in SEK or their base currency.

✔ Entrepreneurs, expats, and digital nomads

Living internationally or investing in multiple regions? Holistic.Capital gives you borderless oversight.

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Example: A Stockholm-based investor with a global outlook

• Swedish equities in SEK
• U.S. tech stocks in USD
• German real estate funds in EUR
• Cryptocurrencies in BTC and ETH

With Holistic.Capital:

• View total wealth in SEK
• Transparent performance by asset and currency
• Automated tax-ready reports
• Real-time alerts on FX risk

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Conclusion: Global investing requires local insight

Swedish investors need a tool that transforms international complexity into local clarity. Holistic.Capital delivers exactly that – with a focus on SEK and 16 other currencies.

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Get started – with Holistic.Capital Sweden

Portfolio Tracker Sweden (English): Manage your global portfolio efficiently, securely, and intelligently – with a platform designed to support your international investment strategy.

? Start your free trial now