Manage your global investments with a Euro-based view – tailored for investors in Spain
Portfolio Tracker Spain: Spanish investors are increasingly investing internationally – across U.S. equities, European real estate, Asian ETFs, cryptocurrencies, and private equity. With this diversification comes complexity: How do you keep a clear overview of your total wealth – especially in Euro (EUR)?
Holistic.Capital is the answer: a secure, professional-grade portfolio tracker built for EUR-based investors in Spain, with support for 16 other global currencies.
Holistic.Capital – The investment platform for internationally minded investors in Spain
Our platform brings all your global assets – across banks, countries, currencies, and asset classes – into one streamlined dashboard. With real-time data, currency conversion, FX analysis, and exportable tax reports.
Portfolio Tracker Spain
Supported currencies:
- Euro (EUR)
- US Dollar (USD)
- Swiss Franc (CHF)
- British Pound (GBP)
- Canadian Dollar (CAD)
- Australian Dollar (AUD)
- Japanese Yen (JPY)
- Chinese Yuan (CNY)
- Hong Kong Dollar (HKD)
- New Zealand Dollar (NZD)
- Norwegian Krone (NOK)
- Polish Złoty (PLN)
- Swedish Krona (SEK)
- Czech Koruna (CZK)
- South African Rand (ZAR)
- Turkish Lira (TRY)
- UAE Dirham (AED)
Why Spanish investors choose Holistic.Capital
1. Wealth overview in EUR
All your assets are automatically converted into Euro – giving you clarity and consistency for financial planning.
2. Performance tracking in original and EUR currency
Understand how each asset performs in its base currency and in EUR – including FX impact.
3. Currency risk insight and control
Monitor FX exposure, simulate scenarios, and adapt your allocation to reduce volatility.
4. Supports all major asset classes
Equities, bonds, ETFs, real estate, crypto, and private equity – everything in one place.
5. Exportable reports for tax, advisors, or planning
Generate clean reports in EUR or other currencies – ideal for tax filing, advisory, or personal records.
6. EU-grade data protection and privacy
All data is encrypted and GDPR-compliant – your information is secure and private.
Who is Holistic.Capital Spain for?
✔ Private investors with global holdings
Manage your international wealth in one place – with a clear EUR focus.
✔ Wealth managers & family offices
Deliver professional, multilingual reporting and manage client portfolios with full transparency.
✔ Entrepreneurs & expats with international assets
Track global investments flexibly – across regions and currencies.
Real-world example: Investor based in Barcelona
A Barcelona-based investor holds:
- Local property and Spanish equities (EUR)
- U.S. tech stocks (USD)
- Asian ETFs (JPY)
- Cryptocurrencies (BTC and ETH)
With Holistic.Capital:
- Sees a consolidated wealth view in EUR
- Analyzes performance and currency risk in real time
- Exports tax-compliant reports with ease
Conclusion: Global portfolios need local visibility
Holistic.Capital offers Spanish investors a powerful platform to structure, track, and manage international assets – with EUR as the anchor.
Get started – Holistic.Capital Spain
Portfolio Tracker Spain: Track your portfolio in 17 currencies – securely, clearly, and in real time.
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