How to Track Your Investment Portfolio

To track your portfolio correctly, monitor:

Total return: How much your portfolio returned in % and absolute value

Cost basis vs current price: Are you in profit or loss on each asset?

Allocation by class: % in stocks, REITs, fixed income, crypto, etc.

Allocation by country/currency: Especially important for international investors

Dividends received: Total and per asset, monthly and annual

Performance vs benchmark: Is your portfolio outperforming CDI? S&P 500? IBOV?

PaxMoney calculates and displays all these metrics automatically.

Over-tracking can be harmful — it leads to emotional decisions.

Daily: Only check quotes if necessary. Don't make decisions based on daily movements.

Weekly: Check for dividends to record or corporate events.

Monthly: Review allocation, compare with benchmarks, record contributions.

Quarterly: Assess if you need to rebalance the portfolio.

PaxMoney updates quotes automatically, but remember: long-term investing doesn't need obsessive tracking.