Frequently asked questions

No. FolioTracker is an independent portfolio-tracking tool. It does not hold your money, execute trades, or act as a broker, bank, or exchange.

No. FolioTracker is built for organizing and reviewing investment records, not for placing trades. You continue to invest through your existing broker or bank.

No. FolioTracker does not request or store your broker password. Investments are added through file imports or manual entry.

Mexican stocks, international stocks, ETFs, Mexican investment funds, international mutual funds, CETES, government and corporate fixed-income products, cash, dividend-producing assets, and other manually recorded investments.

Yes. You can record investments in their original currency and view your portfolio converted into a single base currency.

Yes. MXN is the default base currency, and international holdings are shown converted into MXN.

No. FolioTracker helps organize records that may be useful for tax purposes, but it does not calculate or file taxes. Always verify figures against official tax or financial records.

No. FolioTracker does not recommend buying or selling investments and does not act as an investment advisor. It provides informational tools for organizing and reviewing your own records.

Yes. You will be able to import transactions from CSV or Excel files, with columns mapped during the import process.

Specific broker integrations will be added after they have been developed and tested. Supported formats will be added after testing and validation.

Yes. FolioTracker is being designed specifically for investors living in Mexico.

FolioTracker is in development. Request early access to receive product updates as the platform prepares for launch.

Not yet. The current version of the website is in English. A Spanish version is planned for the future.

FolioTracker is built with data encryption, minimal data collection, and controlled third-party access. See the Security page for full details.