Investment tracking, made clearer
All your investments.
One clearer view.
Organize Mexican and international stocks, ETFs, funds, CETES, dividends, and other investments in one place. Understand your portfolio without relying on complicated spreadsheets.
No broker passwords. No trading. No investment recommendations.
Total portfolio value
MX$0
Invested
MX$372.4k
Total return
+15.15%
Dividends (year)
MX$9.18k
- Designed for investors in Mexico
- Mexican peso portfolio views
- Multiple investment types
- Flexible data imports
- Privacy-conscious tracking
Your portfolio should not live in five different places
Many investors currently track their holdings using broker statements, bank applications, spreadsheets, screenshots, notes, and separate dividend records.
Before FolioTracker
- Disorganized statements
- Multiple broker records
- Missing dividend history
- Manual return calculations
- Different currencies
- No consolidated overview
With FolioTracker
- One portfolio overview
- Organized transactions
- Clear investment performance
- Structured dividend records
- Multi-currency visibility
- Exportable reports
Complete overview
A complete view of your invested wealth
See total value, contributions, cash, and performance together, with everything converted into Mexican pesos.
Total portfolio value
Demo dataMX$428,750
+MX$1,840 (0.43%) today
Invested capital
MX$372,400
Available cash
MX$18,250
Total return
+15.15%
Dividend income
MX$9,180
Realized gain
MX$12,300
Unrealized gain
MX$44,050
Best-performing holding
+24.1%
International ETF (S&P 500)
Asset types held
6
Diversified allocation
Recent activity
Dividend received
CETES 28-day
+MX$210.00
Buy
International ETF (S&P 500)
-MX$6,500.00
Buy
Mexican equity fund
-MX$3,200.00
Dividend received
Mexican equity holding
+MX$185.50
Built for real portfolios
More than just stocks
Mexican Stocks
Record holdings from the Mexican market alongside every other investment you own.
Example: 850 shares tracked
Learn moreInternational Stocks
Track shares held abroad and see their value converted into Mexican pesos.
Example: converted from USD
Learn moreETFs
Organize exchange-traded funds from Mexican and international markets in one list.
Example: 1 fund, 42 units
Learn moreInvestment Funds
Keep Mexican investment funds and international mutual funds side by side.
Example: monthly contributions
Learn moreCETES
Record government fixed-income holdings such as CETES with their own maturity details.
Example: 28-day CETES
Learn moreFixed Income
Track corporate and government fixed-income products alongside your other holdings.
Example: fixed annual coupon
Learn moreDividends
Log every dividend payment, in the currency it was paid, and see your income build up.
Example: MX$9,180 this year
Learn moreCash
Include uninvested cash balances so your total portfolio view stays accurate.
Example: MX$18,250 available
Learn moreOther Assets
Add manually recorded investments that do not fit a standard category.
Example: custom entries
Learn morePortfolio tracking
Know what you own and how it is performing
Multiple portfolios, cost basis, cash movements, and full transaction history, viewed in MXN and foreign currencies.
- Multiple portfolios
- Cost basis and holdings
- Realized and unrealized gains
- Fees and cash movements
- Custom date ranges
- Portfolio comparisons
Holdings
Demo dataInternational ETF (S&P 500)
ETF · 42 units
MX$75,592
+24.1%
Mexican large-cap equity fund
Investment Fund · 1200 units
MX$80,280
+14.6%
Government fixed-income (CETES)
CETES · 1 units
MX$46,850
+4.1%
Mexican dividend-paying stock
Mexican Stock · 850 units
MX$86,190
+10.1%
Bring your history with you
Import your records without starting over
CSV or Excel
Upload a spreadsheet export from your broker or your own records.
Investment statement
Bring in a statement and map its columns to your portfolio.
Manual entry
Add transactions one at a time when that is simpler.
Import preview
- File selected
- Columns detected
- Transactions found
- Possible duplicates
- Review required
- Import completed
Dividend tracking
Keep every dividend organized
Gross and net dividends, yield on cost, and monthly income, with reports you can export when you need them.
- Dividend history
- Gross and net dividends
- Dividend yield and yield on cost
- Monthly and annual income
- Reinvestment tracking
- Exportable reports
Monthly dividend income
Demo dataAnnual dividend income
MX$9,180
Yield on cost
2.47%
Investment analytics
Investment data you can actually understand
Total return, XIRR, benchmark comparison, and exposure breakdowns, explained in plain English next to every number.
- Total and time-weighted return
- XIRR and money-weighted return
- Benchmark comparison
- Maximum drawdown
- Sector and currency exposure
- Plain-English explanations
Performance metrics
Demo dataTotal return
+15.15%
XIRR
+13.82%
Time-weighted return
+12.94%
Maximum drawdown
-8.60%
Portfolio rebalancing
Keep your portfolio aligned with your plan
Visualize possible adjustments based on allocation targets selected by you, without treating the output as personalized advice.
- Target vs. current allocation
- Overweight and underweight views
- Contribution-based rebalancing
- Buy-and-sell simulation
- What-if scenarios
- Custom allocation limits
Current vs. target allocation
Demo dataRegional focus
Built with investors in Mexico in mind
FolioTracker is designed around how investors in Mexico actually hold assets: a mix of Mexican and international investments, viewed together in pesos.
- MXN-based portfolio values
- Mexican stocks
- International investments
- CETES
- Mexican investment funds
- Dividend records
- Withholding records
- Multiple currencies
- English-language reporting
- Regional date and number formatting
Investors in Mexico often hold a mix of local and international assets across several platforms. FolioTracker brings those records together into one workspace, in English, with Mexican pesos as the default view.
Multi-currency tracking
See international investments in one base currency
Record each investment in the currency it was actually purchased in, and see your full portfolio converted into Mexican pesos.
Exchange-rate timestamps are shown alongside every conversion, and a manual rate override is available when you want to record your own reference rate. FolioTracker does not claim real-time currency data unless a licensed data source is confirmed.
Currency allocation
Demo dataMXN
Base currency
MX$428,750.00
Default view
USD
United States Dollar
US$7,610.40
Converted to MX$140,571.60
CAD
Canadian Dollar
CA$1,240.00
Converted to MX$16,980.20
EUR
Euro
€860.00
Converted to MX$17,798.00
Free tools
Useful tools for clearer planning
Every calculator works instantly, without creating an account, and defaults to Mexican pesos.
Investment Return Calculator
Calculate absolute, percentage, and annualized return on an investment.
Open calculatorCompound Interest Calculator
Project long-term growth from contributions and an expected annual return.
Open calculatorDividend Calculator
Estimate gross and net dividend income from shares you hold.
Open calculatorAverage Cost Calculator
Work out your new average purchase price after an additional purchase.
Open calculatorRebalancing Calculator
Compare current and target allocation and see the gap between them.
Open calculatorFinancial records deserve careful protection
- Secure infrastructure
- Data encryption
- No broker password collection
- Minimal data collection
- Controlled third-party access
- Data export and deletion on request
Planned pricing
Simple plans, built around how you invest
FolioTracker does not have payment processing yet. Pricing below reflects current plans and may change before launch.
Free
For investors who want a clear, simple starting point.
- One portfolio
- Manual transactions
- Basic performance tracking
- Basic dividend records
- Investment calculators
- CSV export
Plus
For investors managing several portfolios and currencies.
- Multiple portfolios
- Advanced analytics
- File imports
- Dividend reports
- Benchmark comparison
- Multi-currency tracking
Pro
For experienced investors who want deeper reporting and tools.
- Unlimited portfolios
- Advanced reports
- Rebalancing tools
- Priority importsComing soon
- Tax-oriented recordsComing soon
- Premium supportComing soon
Simple process
How FolioTracker works
Add your investments
Import a file or enter holdings manually, covering Mexican and international assets.
Organize your transactions
Review buys, sells, dividends, and cash movements in one structured history.
Review your performance
See value, return, and dividend income calculated from your own records.
Analyze and export your records
Compare allocation over time and export clear reports when you need them.
Learn as you go
Understand your portfolio with greater confidence
How to calculate portfolio return
The difference between absolute return, percentage return, and annualized return, with simple examples.
6 min read · Updated 2026-06-02
PerformanceRealized vs. unrealized gains
Why the gain on paper is not the same as the gain you have actually locked in.
5 min read · Updated 2026-05-18
DividendsHow to organize dividend records
A simple structure for tracking gross dividends, withholding, and net income over time.
7 min read · Updated 2026-06-10
Frequently asked questions
A clearer way to follow your investments
Request early access and receive product updates as FolioTracker prepares for launch in Mexico.