Manage your international investments with an Australian lens – built for investors in Australia
Portfolio Tracker Australia: Australian investors are increasingly looking beyond borders – from U.S. equities and European ETFs to Asian real estate, cryptocurrencies, and private equity. But managing such globally diversified assets introduces one key challenge: How do you monitor it all clearly – especially in Australian Dollars (AUD)?
Holistic.Capital delivers the solution: a professional, secure portfolio tracker with AUD as your reference currency and full support for 16 additional global currencies.
Holistic.Capital – The portfolio tracking platform for globally active Australian investors
Our platform brings all your investments together – across banks, currencies, and asset classes – into a single, real-time dashboard. With performance analytics, currency conversion, and exportable reporting, managing wealth has never been easier.
Portfolio Tracker Australia
Supported currencies:
- Australian Dollar (AUD)
- US Dollar (USD)
- Euro (EUR)
- British Pound (GBP)
- Swiss Franc (CHF)
- Canadian Dollar (CAD)
- 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 Australian investors choose Holistic.Capital
1. Centralised portfolio view in AUD
All assets are automatically converted to Australian Dollars – giving you a consistent and transparent overview of your total wealth.
2. Performance tracking in AUD and original currency
Compare returns in both AUD and base currency to understand both market performance and currency impact.
3. Identify and manage currency exposure
Analyse foreign exchange exposure, simulate market scenarios, and optimise your risk allocation.
4. Full coverage of major asset classes
From equities and ETFs to bonds, property, crypto, and private equity – Holistic.Capital tracks it all.
5. Tax-compliant reporting for ATO and advisers
Generate reports in AUD or foreign currencies – ideal for tax filing, financial advice, or personal review.
6. Security and privacy built to global standards
All data is encrypted, GDPR-compliant, and stored securely – accessible only by you.
Who is Holistic.Capital Australia for?
✔ Private investors with global portfolios
Manage and analyse worldwide investments from one platform – in AUD.
✔ Wealth managers & financial advisers
Generate detailed, client-ready reporting with multi-currency visibility.
✔ Entrepreneurs & expats with international assets
Keep your business and private holdings in check – wherever they are located.
Real-world example: Investor in Sydney
A Sydney-based investor holds:
- Australian equities and real estate (AUD)
- U.S. growth stocks (USD)
- European ETFs (EUR)
- Cryptocurrencies (BTC and ETH)
With Holistic.Capital:
- See total net worth in AUD
- Track asset performance and FX effect in real time
- Export reports for tax and advisory purposes
Conclusion: Global investing needs local clarity
Holistic.Capital gives Australian investors a powerful platform to manage international portfolios – with AUD at the centre.
Get started – Holistic.Capital Australia
Portfolio Tracker Australia: Track and manage your investments across 17 currencies – with clarity, structure, and security.
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