Manage your international investments with confidence – tailored for investors in the United Arab Emirates
Portfolio Tracker UAE (Dubai): Investors based in the UAE are increasingly managing global portfolios: U.S. stocks, European ETFs, Asian real estate, cryptocurrencies, or private equity. But with global diversification comes complexity: How do you keep full control of your net worth – especially in UAE Dirhams (AED)?
Holistic.Capital is your solution: a professional portfolio tracker that delivers a real-time view of your total wealth across 17 currencies – with AED as your base.
Holistic.Capital – The portfolio tracking platform for globally connected investors in the UAE
Our platform unifies all your investments – across banks, countries, asset classes, and currencies – into a centralized dashboard. Get live data, currency conversions, risk analysis, and tax-ready reporting.
Portfolio Tracker UAE (Dubai)
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 the UAE
1. AED-based portfolio overview
All assets are automatically converted into AED – for a consistent and transparent view of your net worth.
2. Performance in original currency and AED
View how each investment performs in both original currency and AED – helping you separate market trends from FX impact.
3. FX risk insight and management
Get clarity on your foreign currency exposures and use simulations to understand and manage risk.
4. Coverage of all major asset classes
From stocks and bonds to real estate, ETFs, crypto, and private equity – Holistic.Capital supports your entire wealth structure.
5. Tax- and compliance-ready reporting
Generate reports for banks, tax advisors, or internal planning – flexible, exportable, and multilingual.
6. Enterprise-grade security and global compliance
Your data is encrypted, GDPR-compliant, and stored on certified infrastructure – with access only for you.
Who benefits most from Holistic.Capital in the UAE?
✔ HNWIs and family offices
Track and structure complex portfolios – with AED as your reference currency.
✔ Wealth managers and financial advisors
Generate tailored reports and deliver high transparency to your clients.
✔ Entrepreneurs and global professionals
Whether based in Dubai, Abu Dhabi or between multiple jurisdictions – Holistic.Capital gives you unified control.
Example use case: Investor based in Dubai
A Dubai-based investor holds:
- Real estate in the UAE in AED
- U.S. equities in USD
- European ETFs in EUR
- Crypto assets in BTC and ETH
With Holistic.Capital:
- AED-based portfolio overview
- Performance by asset and currency
- FX risk visibility and analysis
- Exportable PDF reports for banks, tax, or advisory
Conclusion: Global portfolios, locally managed
Holistic.Capital gives UAE-based investors a complete view of their wealth – with AED as the anchor and full visibility across 16+ currencies.
Get started – Holistic.Capital UAE
Portfolio Tracker UAE (Dubai): Track and manage your international investments – professionally, securely, and flexibly.
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