Manage your international investments with Monaco precision – tailored for investors in the Principality
Portfolio Tracker Monaco (English): Monaco-based investors often manage diverse, global portfolios – including U.S. equities, European real estate, Asian ETFs, cryptocurrencies, and private equity. But with cross-border exposure comes complexity: How do you maintain full visibility over your assets – especially in Euro (EUR)?
Holistic.Capital provides the solution: a secure, professional-grade portfolio tracker built for EUR-based investors in Monaco, with support for 16 additional currencies.
Holistic.Capital – The investment tracking platform for international investors in Monaco
Our platform brings together all your global holdings – across banks, currencies, asset classes, and jurisdictions – into a single, intuitive dashboard. Monitor everything in real time, with currency conversion, FX risk analysis, and tax-ready reporting.
Portfolio Tracker Monaco (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)
Why Monaco-based investors choose Holistic.Capital
1. Consolidated portfolio view in EUR
All assets are automatically converted to Euro – giving you full transparency into your global net worth.
2. Performance tracking in original and EUR value
Track your investments in both local and base currency to separate true gains from FX impact.
3. FX risk management tools
Visualise and manage your exposure to currency volatility with precision analytics.
4. Full support for all major asset types
From stocks and bonds to real estate, ETFs, cryptocurrencies, and private equity – Holistic.Capital handles your entire portfolio.
5. Exportable reports for tax, wealth advisory, or internal planning
Generate clean PDF/CSV files in EUR or any currency – for advisors, bankers, or personal reference.
6. Enterprise-grade security & GDPR compliance
Data privacy and integrity are guaranteed – with encryption and European regulatory alignment.
Who benefits most from Holistic.Capital in Monaco?
✔ High-net-worth individuals with global portfolios
Consolidate and monitor all international holdings from one EUR-based dashboard.
✔ Family offices and private banks
Produce multi-currency reports and deliver premium insights to Monaco-based clients.
✔ Entrepreneurs & expats with cross-border assets
Track real estate, business interests, and global securities with clarity and control.
Real-world example: Monaco-based investor
A Monaco resident holds:
- Local property and European stocks (EUR)
- U.S. tech equities (USD)
- Asian ETFs (JPY)
- Crypto assets (BTC and ETH)
With Holistic.Capital:
- Unified view in EUR
- FX risk and performance analysis
- Exportable tax reports
Conclusion: Global portfolios need principled oversight
Holistic.Capital empowers Monaco investors with world-class tools to manage their wealth globally – with local precision and EUR-based clarity.
Get started – Holistic.Capital Monaco
Portfolio Tracker Monaco (English): Track and manage your wealth across 17 currencies – professionally, securely, and in real time.
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