The Complete Investment Guide
March 14, 2026
Asset classes PaxMoney supports
PaxMoney is one of the most comprehensive tools for investment tracking, supporting:
Stocks: B3 (Brazil), NYSE/NASDAQ (USA) — automatically updated quotes from multiple market data sources
FIIs (Brazilian REITs): 7 subcategories — Logistics, Shopping, Hybrid, Urban Income, Paper, Corporate, Agro
Global ETFs: All ETFs listed on supported exchanges
Cryptocurrencies: Via CoinGecko and CoinMarketCap — Bitcoin, Ethereum, and thousands of altcoins
Brazil Fixed Income: Tesouro Direto, CDB, LCI, LCA, CRI, CRA, Debentures
US Fixed Income: T-Bills, T-Notes, T-Bonds, TIPS, CDs
How to track your investments
Tracking investments goes beyond checking quotes. It involves:
Cost basis (average price): PaxMoney automatically calculates your average purchase price, essential for knowing if you're in profit or loss
Dividends: Record and track dividends received, with monthly and annual views
Benchmarks: Compare your portfolio against CDI, IBOV, IFIX, S&P 500, NASDAQ, and more
Corporate events: Stock splits, reverse splits, mergers, spin-offs — all adjusted automatically
Multi-currency: See your consolidated portfolio in any of 12+ supported currencies
Investment strategies
There's no single perfect strategy. The most common include:
Buy and hold: Buy quality assets and hold for years. Ideal for long-term growth seekers.
Dividends: Focus on assets that pay consistent dividends. PaxMoney helps with AI dividend forecasting.
Asset allocation: Distribute among fixed income, stocks, REITs, and others based on your risk profile.
DCA (Dollar Cost Averaging): Invest a fixed amount periodically, regardless of price. Reduces volatility impact.
PaxMoney supports all these strategies with analysis, simulation, and tracking tools.