Portfolio Tracker USA (English): Full Wealth Visibility in USD and 16 Global Currencies

Take control of your global investments – with a platform built for U.S.-based investors

Portfolio Tracker USA (English): American investors are increasingly global in their approach. Whether it's tech stocks from Silicon Valley, real estate in Europe, crypto assets from global exchanges, or private equity in Asia, diversification has gone international. But with global reach comes complexity. How do you manage and monitor assets spread across currencies, markets, and platforms?

Enter Holistic.Capital – your all-in-one portfolio tracker for the modern, international U.S. investor.

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Holistic.Capital – The Portfolio Tracker Made for U.S. Investors with Global Exposure

Holistic.Capital provides a centralized platform where you can consolidate, track, and manage your entire portfolio, no matter where your assets are located or which currency they’re held in. Whether you’re a private investor, wealth advisor, or family office, our platform was built to simplify complexity and offer real-time insights.

Portfolio Tracker USA (English)
Supported currencies include:

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 U.S.-based investors choose Holistic.Capital

1. Unified wealth view in USD

View and analyze all your holdings in a consolidated dashboard, with values automatically converted to U.S. Dollars. Easily switch to native currencies for deeper insight when needed.

2. Transparent multi-currency performance analysis

See asset performance in both the original investment currency and USD. Detect real gains or losses unaffected by foreign exchange shifts.

3. Manage currency risk proactively

Currency fluctuations can impact your net worth without warning. With Holistic.Capital, you get tools to monitor exposure, run simulations, and adjust your strategy accordingly.

4. Track all asset classes – in one place

Whether you hold stocks, ETFs, bonds, real estate, crypto, or private investments – track them all in a single, secure interface.

5. Professional, export-ready reports

Generate performance and allocation reports for your personal analysis, wealth advisor, accountant, or compliance purposes. Choose the currency, language, and format that fits your needs.

6. Enterprise-grade security and compliance

Built with U.S. and international data privacy in mind, Holistic.Capital ensures encryption, access control, and full GDPR compliance.

7. Save time, reduce complexity

Automated data aggregation, real-time conversion, and customizable dashboards make portfolio management efficient and stress-free.

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Who benefits most from Holistic.Capital?

✔ U.S. Private Investors with global portfolios

Hold assets in Europe, Asia, or the Middle East? Holistic.Capital brings it all together in a unified USD-based view.

✔ Wealth Managers & RIAs

Offer clients world-class reporting, intelligent risk analysis, and comprehensive portfolio insights. Holistic.Capital enhances your value proposition.

✔ Family Offices & HNWIs

Large portfolios across asset classes and regions? Holistic.Capital simplifies multi-generational wealth tracking and strategy.

✔ Global Professionals & Expats

Move capital between the U.S. and abroad? Track your entire financial life in one place with currency context built in.

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Example Use Case: American Investor, Global Holdings

An investor in New York holds:

• U.S. stocks (USD)
• German ETFs (EUR)
• Singapore REITs (SGD – synced via FX proxy)
• Crypto wallets in multiple base currencies

Holistic.Capital shows:

• Total net worth in USD
• Breakdowns by currency and asset class
• Real-time FX-adjusted performance
• A downloadable quarterly report for tax filing

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Conclusion: U.S. Investors Need Global Insight

A globally diversified portfolio offers opportunity – but also complexity. With Holistic.Capital, you get the clarity, control, and confidence you need to manage your wealth across currencies and borders.

Simplify global investing with Holistic.Capital. Track your portfolio across 17 currencies – with U.S.-level performance and security.

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Start Now – Gain Global Control with a U.S. View

Portfolio Tracker USA (English): Manage global assets the smart way.
? Try Holistic.Capital free today