Feature directory
Everything you need to understand your portfolio
FolioTracker brings portfolio management, dividends, analytics, imports, and rebalancing together in one clear workspace, built for investors in Mexico.
Portfolio Management
Bring every portfolio into one organized workspace, valued in Mexican pesos.
- Track multiple portfolios separately or together
- See cost basis and current value side by side
- Review holdings across Mexican and international assets
Transactions
Record buys, sells, transfers, and cash movements with a clear history.
- Log transactions manually or through an import
- Track fees alongside each transaction
- Filter transaction history by date or asset type
Performance
Understand how your investments are actually performing over time.
- Compare custom date ranges
- See realized and unrealized gains separately
- Review performance across multiple portfolios
Dividends
Keep dividend income organized instead of scattered across statements.
- Track gross and net dividend payments
- Review dividend yield and yield on cost
- See monthly and annual dividend income
Investment Analytics
Go beyond a simple percentage with metrics that account for timing and risk.
- Calculate XIRR and time-weighted return
- Compare your portfolio to a benchmark
- Review sector, geographic, and currency exposure
Imports
Bring in existing records instead of starting your tracking from zero.
- Upload a CSV or Excel file
- Map columns during the import process
- Review detected duplicates before confirming
Reports
Export clearer records for your own review or for tax preparation support.
- Export transaction history
- Export dividend records
- Generate a portfolio performance summary
Portfolio Rebalancing
See how your current allocation compares with the targets you set.
- Set custom target allocations
- Identify overweight and underweight positions
- Simulate contribution-based rebalancing
Calculators
Use free calculators for common investment questions, in MXN by default.
- Estimate annualized return
- Project compound growth over time
- Calculate average cost after an additional purchase
Multi-Currency Tracking
Record investments in their original currency and view totals in MXN.
- Track USD, CAD, EUR, and MXN holdings together
- See currency-level allocation
- Apply a manual exchange-rate override when needed
Security
Careful handling of financial records, without unnecessary data collection.
- No broker password collection
- Minimal data collection by design
- Data export and deletion available on request
Future Integrations
Planned areas of development as FolioTracker grows beyond the website stage.
- Future broker data integrations, after testing and validation
- Future mobile applications for Android and iOS
- Future Spanish-language version of the platform
Ready to see FolioTracker when it launches?
Request early access and we will let you know as new features become available.
Request Early Access