Portfolio Tracker
Know what you own and how it is performing
Organize Mexican and international investments in one workspace, with cost basis, holdings, and performance calculated from your own records.
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
Holdings, transactions, and multiple portfolios
Holdings
Demo dataInternational ETF (S&P 500)
ETF
+24.1%
Quantity
42
Avg. cost
US$1450.20
Value
MX$75,592
Mexican large-cap equity fund
Investment Fund
+14.6%
Quantity
1200
Avg. cost
MX$58.40
Value
MX$80,280
Government fixed-income (CETES)
CETES
+4.1%
Quantity
1
Avg. cost
MX$45000.00
Value
MX$46,850
Mexican dividend-paying stock
Mexican Stock
+10.1%
Quantity
850
Avg. cost
MX$92.10
Value
MX$86,190
International technology stock
International Stock
+15.7%
Quantity
18
Avg. cost
US$3120.00
Value
MX$64,980
Multiple portfolios
Demo dataLong-term growth
MX$268,400
Dividend income
MX$112,300
CETES reserve
MX$48,050
Transaction history
Demo dataBuy · International ETF (S&P 500)
2026-07-22
-MX$6,500.00
Dividend · Mexican dividend-paying stock
2026-07-14
+MX$185.50
Dividend · Government fixed-income (CETES)
2026-07-05
+MX$210.00
Buy · Mexican large-cap equity fund
2026-06-28
-MX$3,200.00
Sell · International technology stock
2026-06-19
+MX$9,140.00
Fee · Account maintenance
2026-06-02
-MX$45.00
Everything the portfolio tracker covers
Multiple portfolios
Separate long-term, dividend, or fixed-income portfolios, or view them together.
Cost basis
See what you paid for every holding alongside its current value.
Cash movements
Track deposits, withdrawals, and uninvested cash balances.
Realized gains
Review gains and losses that have already been locked in through a sale.
Unrealized gains
See how much your current holdings have gained or lost on paper.
Fees
Record transaction and account fees alongside the activity they relate to.
Custom date ranges
Review performance for any period you choose, not just preset ranges.
Portfolio comparisons
Compare performance and allocation across your different portfolios.
MXN and foreign currency
View totals in Mexican pesos while keeping each holding's original currency.
How investors use the portfolio tracker
Consolidating scattered broker accounts
Bring holdings from more than one broker into a single, organized overview instead of switching between apps.
Separating long-term and short-term goals
Use separate portfolios for long-term growth, dividend income, and fixed-income reserves like CETES.
Reviewing performance before year-end
Select a custom date range to review gains, losses, and dividend income for a specific period.
Frequently asked questions
A clearer way to follow your investments
Request early access and receive product updates as FolioTracker prepares for launch in Mexico.