Indexa Capital
Complement your Indexa Capital portfolio with Index Balance advanced analysis: TWRR return, drawdown, rebalancing calculator and long-term projections.
Indexa Capital is the leading Spanish robo-advisor for automated index investing. It manages globally diversified Vanguard index fund portfolios, automatically adjusting composition according to the investor's risk profile. It is one of the most popular options among investors who want passive management without spending time on fund selection or rebalancing. Indexa Capital portfolios are primarily composed of global equity funds (MSCI World, MSCI Emerging Markets) and fixed income of various maturities, in proportions that vary according to risk profiles from 1 to 10. Fees are tiered by assets under management and are among the most competitive in the Spanish managed portfolio market. Index Balance allows you to automatically import your Indexa Capital transaction history using the CSV that the platform itself generates in the Transactions section. The importer processes direct subscriptions, transfer subscriptions and external transfer subscriptions. Transfer redemptions are automatically ignored as they represent fund outflows, not contributions. The system automatically detects duplicates, so you can import the same CSV multiple times without risk. Funds must be previously created in your Index Balance portfolio and matched by ISIN.
Frequently asked questions
How do I import my Indexa Capital transactions into Index Balance?
Go to the Transactions section of Indexa Capital, filter from the beginning to today and download the CSV. In Index Balance, go to Dashboard → Import → Indexa Capital and upload the file. The system automatically imports your subscriptions and detects duplicates.
Why use Index Balance if Indexa already gives me statistics?
Indexa Capital provides basic return statistics, but Index Balance adds metrics that Indexa does not calculate: detailed historical drawdown, Sharpe Ratio, fund correlation, monthly benchmark comparison, configurable projections and a unified view if you have portfolios across multiple brokers.
Is Indexa Capital available outside Spain?
Indexa Capital operates primarily in Spain, though it also has a presence in Belgium through Indexa Capital Belgium. For residents in other European countries, there are local robo-advisor alternatives with a similar passive investing philosophy.
Can I have both my Indexa portfolio and MyInvestor funds in Index Balance?
Yes. Index Balance supports multiple independent portfolios. You can create one portfolio for your Indexa Capital funds and another for your MyInvestor funds, or combine them in a single portfolio to see your total consolidated wealth.