Best Portfolio Tracker for Mexico Investors

One dashboard for your MXN, USD, and global holdings — built for expats and digital nomads navigating Mexico's investment landscape.

Why tracking investments in Mexico is different

Mexico has become one of the largest digital nomad and expat destinations in the Americas. Mexico City, Playa del Carmen, Oaxaca, and Guadalajara host thriving communities of remote workers, entrepreneurs, and retirees who maintain investment portfolios across multiple countries and currencies. The local investment scene is growing — GBM+ has made Mexican stock market investing accessible to millions, and platforms like Bursanet and Kuspit serve the domestic retail market — but most foreign residents keep the bulk of their investments in US or international brokerages like Interactive Brokers, Charles Schwab, and legacy accounts from their home countries.

The defining challenge for Mexico-based investors is peso volatility. The MXN can swing significantly against the US dollar, and for expats earning in USD with a portion of expenses in pesos — or Mexicans with USD-denominated investments — these movements directly affect real net worth. Add in the complexity of multiple brokerage accounts across different countries, home-country retirement accounts, Mexican tax obligations through the SAT, and cash held in both MXN and USD, and the full financial picture becomes nearly impossible to track without a dedicated tool.

FlashFi is a multi-currency portfolio tracker that brings all of this into a single view. It gives Mexico-based investors a consolidated dashboard showing every account and every currency with live FX rates and net worth tracking in MXN, USD, or any other base currency. No bank linking, no credential sharing — just a private tracker that works with every brokerage in Mexico and internationally.

Key challenges for Mexico investors

MXN volatility and its impact on net worth

The Mexican peso is one of the most actively traded emerging market currencies, and it can move sharply in response to US monetary policy, trade negotiations, and domestic political developments. For expats whose investments are in USD but whose daily expenses include peso-denominated costs, these swings change the effective value of their portfolio. A strong peso means US investments buy less locally, while a weak peso inflates purchasing power. Without real-time FX tracking, you cannot see your true net worth in the currency that matters.

Fragmented accounts across Mexican and international brokerages

A typical Mexico-based investor might hold a GBM+ account for Mexican stocks, a US brokerage account on Interactive Brokers or Charles Schwab, a home-country pension or retirement fund, and cash in both MXN and USD bank accounts. Each platform operates in its own currency with its own reporting. No single Mexican or US brokerage provides a consolidated view across all of these, leaving manual reconciliation as the only option for anyone who wants a complete net worth picture.

SAT monitoring of foreign income and investments

Mexico's tax authority, the Servicio de Administracion Tributaria (SAT), has been increasing its scrutiny of foreign income earned by Mexican tax residents. If you spend more than 183 days in Mexico or have your centre of vital interests here, you are a Mexican tax resident and owe tax on worldwide income. The SAT has access to international tax information exchange agreements and is actively using them. Understanding which of your foreign holdings generate taxable events — and tracking cost basis across currencies — requires a clear, organized view of your global portfolio.

US retirement accounts and cross-border complexity

Many American expats in Mexico hold 401(k) plans, IRAs, and taxable brokerage accounts in the US. Canadians may have RRSPs and TFSAs. These accounts are invisible to any Mexican financial platform and are often denominated in a different currency. Tracking their value alongside local GBM+ holdings and peso-denominated assets is essential for understanding total net worth but impossible without a tool designed for cross-border, multi-currency portfolios.

How FlashFi helps Mexico investors

MXN-Native Dashboard

See your entire portfolio converted to Mexican pesos in real time, or switch to USD, CAD, EUR, or any of 30+ supported currencies. FlashFi pulls live FX rates so you always know the true peso value of your international holdings.

Unified Net Worth View

Track your GBM+ account, US brokerage holdings, home-country retirement funds, and cash savings in both MXN and USD within a single dashboard. One number, fully up to date, across every account and currency you hold.

No Account Linking Required

FlashFi uses manual portfolio tracking, so you never share bank credentials or grant API access to any brokerage. This works with every platform in Mexico and internationally — including US retirement accounts, Canadian RRSPs, and legacy holdings that no aggregator can access.

Real-Time FX Impact

See exactly how MXN/USD and other exchange rate movements affect the peso value of your international holdings. FlashFi separates asset performance from currency impact so you know whether your portfolio moved because markets changed or because the peso did.

Frequently asked questions

Can I track my US retirement accounts in FlashFi?

Yes. You can add your 401(k), IRA, Roth IRA, or any other US retirement account as a separate portfolio in FlashFi. Your retirement balances are included in your total net worth alongside your Mexican and international brokerage accounts, all converted to MXN or USD at live exchange rates.

Does FlashFi work with GBM+ and Mexican brokerages?

FlashFi works with every brokerage because it uses manual portfolio entry rather than account linking. You enter your GBM+, Bursanet, Kuspit, or any other holdings directly, and FlashFi pulls the latest prices and FX rates automatically. No API keys or credentials are needed.

Can I see my portfolio in Mexican pesos?

Yes. Set MXN as your base currency and FlashFi converts all holdings to pesos using real-time exchange rates. You can switch to USD, CAD, EUR, or any other supported currency at any time to see your portfolio from a different perspective.

Is FlashFi useful for tracking SAT tax obligations?

FlashFi is a portfolio tracker, not a tax tool, so it does not file taxes or calculate your SAT obligations directly. However, having a clear, organized view of all your holdings by country and currency makes it significantly easier to work with a tax professional and ensure you are reporting your worldwide income accurately.

How does FlashFi handle peso volatility?

FlashFi pulls live exchange rates daily and shows you exactly how MXN/USD and other currency movements affect the peso value of your international holdings. You can see whether your portfolio changed because asset prices moved or because the peso strengthened or weakened. This is essential for anyone whose expenses are in pesos but whose investments are in dollars or other currencies.

By David Brougham