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FolioTracker

About

A clearer way to follow investments in Mexico

FolioTracker is being built because investing across several platforms is common, but reviewing that investment clearly usually is not.

Why FolioTracker is being created

Investors in Mexico often hold a mix of Mexican and international assets across different brokers, banks, and platforms. Reviewing that investment usually means switching between apps, downloading statements, and rebuilding calculations in a spreadsheet. FolioTracker is being built to bring that information into one place, designed specifically around how investors in Mexico actually hold assets.

The difficulty of organizing investments across platforms

A single portfolio can span a local brokerage account, an international trading app, a Mexican investment fund, and CETES held directly. Each platform reports differently, in different currencies, with dividends and fees recorded separately. That fragmentation makes it hard to answer a simple question: how is my investment actually doing?

A clearer, Mexico-focused view

Mexican pesos as the default base currency
Support for CETES and other government fixed-income products
Mexican and international holdings viewed side by side
English-language reporting, with a Spanish version planned

Independence, privacy, and transparency

FolioTracker is an independent portfolio-tracking tool. It does not act as a broker, bank, exchange, or investment advisor, and it does not execute trades. Its purpose is to help you organize and understand your own investment records.

FolioTracker is an independent portfolio-tracking platform. It is not affiliated with any stock exchange, broker, bank, government authority, or financial regulator.

Data handling is described in full on the Security page and the Privacy Policy. Company details will be added here as they are finalized.

Planned development roadmap

Website and calculators

Educational content and free investment calculators, live today.

Available now

Early access program

Collecting product updates from investors interested in FolioTracker.

Open

Application beta

A first working version of the portfolio tracking application.

Planned

Broker and mobile expansion

Further data imports, and Android and iOS applications, after testing and validation.

Future

Spanish-language version

A Spanish version of the platform, built on the same architecture as the English site.

Future

A clearer way to follow your investments

Request early access and receive product updates as FolioTracker prepares for launch in Mexico.