Finzolio
Manual or by-lots tracking

How to track your Indexa Capital portfolio

Record your Indexa Capital portfolio as a roboadvisor with a manual value and measure it alongside the rest of your investments.

  1. 1

    Create an account

    Add Indexa Capital as an account (broker, bank or exchange) in Settings.

  2. 2

    Add your positions

    By average price or by lots with date, price and fees. Search resolves the ticker for you.

  3. 3

    Let it auto-update

    Prices, dividends and currency update themselves with live market data.

  4. 4

    Consolidate everything

    See your Indexa Capital portfolio next to your other brokers in your base currency.

Here it is in the app

Your Indexa Capital portfolio consolidated with the rest in your base currency, with real return, dividends and taxes.

How to track your Indexa Capital portfolio

Start measuring your portfolio properly

Your portfolio, your dividends and your taxes, consolidated from day one. No card, no commitment.

Create a free account

No card · Free plan, permanently