Manage your international investments with Swiss Franc clarity – built for investors in Liechtenstein
Portfolio Tracker Liechtenstein (English): Investors in Liechtenstein are increasingly diversifying globally – across U.S. equities, European funds, Asian ETFs, cryptocurrencies, and alternative assets. With international exposure comes the challenge: How do you track your global wealth – especially in Swiss Francs (CHF)?
Holistic.Capital offers the solution: a secure, professional portfolio tracker designed for CHF-based investors, supporting 16 additional currencies.
Holistic.Capital – The platform for globally focused investors in Liechtenstein
Our platform consolidates all your investments – across banks, currencies, asset classes, and jurisdictions – into one intuitive dashboard. With real-time performance analytics, currency conversion, and exportable reporting, managing wealth is streamlined and efficient.
Portfolio Tracker Liechtenstein (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)
Key benefits for investors in Liechtenstein
1. Consolidated portfolio view in CHF
Your global assets are automatically converted to Swiss Francs – ideal for planning, reporting, and tax strategy.
2. Track performance in CHF and original currency
See how each asset performs in both its native currency and CHF – offering full transparency on market and FX effects.
3. Export-ready tax and advisory reports
Generate clean, downloadable reports in PDF/CSV – perfect for accountants, banks, or internal tracking.
4. Full support for major asset classes
Stocks, bonds, real estate, ETFs, crypto, private equity – Holistic.Capital tracks your full investment universe.
5. Swiss-grade security and GDPR compliance
All data is encrypted, securely stored, and accessible only to you – fully compliant with EU and Swiss privacy standards.
Who is Holistic.Capital Liechtenstein for?
✔ Private investors with international holdings
Track global assets efficiently – with CHF as your base currency.
✔ Wealth managers and family offices
Deliver client-specific reporting, multi-currency analysis, and tailored dashboards.
✔ Entrepreneurs and global professionals
Manage complex portfolios across borders – assets, currencies, and regions in one unified solution.
Real-world example: Investor based in Vaduz
A Vaduz-based investor holds:
- Local real estate and equities (CHF)
- U.S. technology stocks (USD)
- European ETFs (EUR)
- Cryptocurrencies (BTC and ETH)
With Holistic.Capital:
- View total portfolio in CHF
- Analyze performance across currencies
- Export reports for tax filing and wealth reviews
Portfolio Tracker Liechtenstein (English): Global wealth deserves local clarity
Holistic.Capital offers investors in Liechtenstein a secure, transparent, and professional solution to manage global portfolios – with CHF at the core.
Get started – Holistic.Capital Liechtenstein
Portfolio Tracker Liechtenstein (English): Track and manage your investments across 17 currencies – clearly, securely, and efficiently.
Schreibe einen Kommentar