Answers organized by topic

What is FolioTracker?

An overview of what FolioTracker does and how it is different from a broker.

Is FolioTracker available now?

FolioTracker is in development. Learn how to request early access.

Creating your first portfolio

How multiple portfolios work once the application is available.

Recording cash balances

Why including uninvested cash keeps your total portfolio view accurate.

Logging a buy or sell

How transactions, fees, and cash movements are recorded.

Editing a past transaction

Correcting a transaction after it has been added.

Preparing a CSV or Excel file

Formatting tips for a smoother import experience.

Reviewing detected duplicates

What to do when the import flags possible duplicate transactions.

Recording a dividend payment

How gross, withholding, and net dividend figures are organized.

Tracking reinvested dividends

Linking a reinvested dividend to the shares or units it purchased.

Understanding XIRR

A plain-English explanation of how XIRR accounts for contribution timing.

Comparing against a benchmark

How benchmark comparison adds context to your return.

Using the free calculators

How each calculator works and when to use it.

Exporting your records

Available export options for transactions and dividends.

What data FolioTracker collects

A summary of what is and is not collected.

Requesting data deletion

How to ask for your information to be removed.

An import did not look right

Steps to review and correct an import before confirming it.

Contacting support

How to reach the team about a technical issue.

When will FolioTracker launch?

FolioTracker is in development, with updates sent to the early-access list.

Is a Spanish version planned?

The current website is English-only, with a Spanish version planned for the future.