Portfolio Tracker Switzerland: Complete Wealth Overview in CHF and 16 Other Currencies

Manage your wealth professionally – with Swiss precision and a global perspective

Portfolio Tracker Switzerland: Switzerland is globally renowned for its solid financial system, neutrality, and high standards in privacy and quality. So it’s no surprise that more and more international investors are choosing Switzerland as the hub of their wealth management. But what happens when your portfolio is no longer limited to Swiss Francs (CHF) and includes assets in multiple global currencies?

Global investments have become the norm for Swiss private investors, family offices, and institutional stakeholders. The more markets and currencies involved, the harder it becomes to maintain a clear overview. That’s exactly where Holistic.Capital comes in: a powerful portfolio tracker designed for Swiss investors with an international reach.

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Holistic.Capital – the portfolio tracker for internationally active Swiss investors

Our platform is tailored to meet the high expectations of investors who value transparency, multi-currency support, and absolute data security. With Holistic.Capital, you maintain full control over your wealth – across all asset classes, financial institutions, and 17 supported currencies.

Supported currencies at a glance:

• Swiss Franc (CHF)
• Euro (EUR)
• US Dollar (USD)
• Australian Dollar (AUD)
• British Pound (GBP)
• Chinese Yuan (CNY)
• Hong Kong Dollar (HKD)
• Japanese Yen (JPY)
• Canadian Dollar (CAD)
• New Zealand Dollar (NZD)
• 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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The 7 key advantages for investors in Switzerland

1. Unified wealth overview in CHF

Regardless of where your assets are located or which currency they’re denominated in – Holistic.Capital automatically and precisely converts all values into Swiss Francs. You always have a clear, consolidated view of your net worth.

2. Transparent performance analysis

Easily view performance in both original currency and CHF. Avoid misinterpretations caused by currency effects and gain a clear understanding of true value growth or loss.

3. Currency risk identification and management

Our platform offers tools to identify, measure, and manage foreign exchange risk. Run scenario analyses, simulate currency shifts, and make informed strategic decisions – especially important in Switzerland’s stable but currency-sensitive environment.

4. Flexible asset structure integration

Whether your portfolio includes real estate, stocks, bonds, precious metals, crypto, or alternative assets – Holistic.Capital can track, structure, and analyze them all. Private equity and participations are also supported.

5. Custom reports – tax and regulation compliant

Especially for Swiss tax filers, accurate documentation is crucial. Holistic.Capital creates custom, tax-compliant reportsfor private and institutional use – in CHF or any other supported currency.

6. Swiss-grade data security and privacy

Data protection is our highest priority. Your information is stored in full compliance with GDPR, encrypted, and processed in secure environments. Discretion and trust aren’t slogans for us – they are core values.

7. Time savings through automation

Say goodbye to spreadsheets and switching between bank portals. Holistic.Capital consolidates all your wealth data in one place – so you can focus on making strategic decisions.

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Portfolio Tracker Switzerland
Who is Holistic.Capital built for?

✔ Family Offices & Multi-Family Offices

International holdings, property portfolios, generational wealth – Holistic.Capital delivers the structure and depth you need to manage large wealth intelligently.

✔ Independent Wealth Managers & Trustees

Professionals need professional tools. Impress your clients with structured analytics, flexible dashboards, and tailored reporting – in CHF and beyond.

✔ High-Net-Worth Individuals & Entrepreneurs

Living between Zurich, London, and Dubai? Holding tech stocks, real estate, and business equity? With Holistic.Capital, you keep your entire portfolio under control – without the complexity.

✔ Digital Nomads & Global Expats

Living globally, investing globally – Holistic.Capital returns control to your hands. Perfect for anyone managing assets in multiple tax jurisdictions and currencies.

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Holistic.Capital in practice: A real-life example

An investor based in Geneva holds:

• Swiss stocks in CHF
• U.S. tech equities in USD
• Hong Kong real estate funds in HKD
• A business stake in London (GBP)

With Holistic.Capital, they instantly see:

• Their total net worth in CHF
• Each asset’s performance in native currency and in CHF
• Currency exposure and volatility in GBP
• Custom reports for 1-month, 12-month, and since-inception performance

An additional English-language report in USD is generated automatically for their UK-based advisor.

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Conclusion: Swiss portfolios need global clarity and local precision

Today’s portfolios are global by nature – and so are the risks and opportunities. To succeed, investors need a system that is as sophisticated as their strategy.

Holistic.Capital combines Swiss values with global investment flexibility.

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Start your free trial – manage your global wealth with clarity

Portfolio Tracker Switzerland: Want to simplify, secure, and streamline your global investments? Start using Holistic.Capital today and experience the future of portfolio tracking – in CHF and 16 other currencies.

? Start your free trial now