See everything you own on one screen: stocks, ETFs, crypto, cash and property, in any currency. Every trade converts at the rate of the day you made it, so the return you read is the one you actually earned.
Your money is everywhere. Your picture is nowhere.
Brokers, banks, wallets, spreadsheets. By the time you have added it all up, prices have moved and the currencies no longer match. Here is how FortuneOK does it for you.
1
Sync your brokers
Holdings and live prices import on their own.
2
Add anything else
Cash, property, crypto, gold, in any currency.
3
See the full picture
Performance, allocation and trends in one view.
4
Act with clarity
Know your next move instead of guessing.
Multi-currency by design
Built for money that crosses borders
Most trackers assume one currency and one exchange. Earn in one country, invest through a broker in another, hold a fund listed in a third, and that assumption breaks on the first screen you open.
The tickers others cannot price
Live quotes for US, UK and Canadian markets, plus crypto and FX. That includes LSE UCITS funds like VWRA.L and CSPX.L, the ones most trackers make you update by hand.
Any base currency, any time
Read your whole portfolio in USD, EUR, GBP, CAD, MXN or whatever you actually spend. Switch once and every total, chart and goal redraws instantly.
See what rides on one economy
Allocation splits by currency, country and region, not just asset class. If most of your wealth rides on one economy, you will see it the first time you look.
Expats, remote workers, families split across countries, anyone holding a global ETF next to a local savings account: FortuneOK was built for that portfolio first. See it on a live example.
Not another spreadsheet. A second opinion.
A spreadsheet tells you what you own. FortuneOK tells you how it is really doing, where you are overexposed, and what to move next.
Every asset class, one balance
Stocks, ETFs, funds, crypto and cash price themselves. Property, gold, cars and whatever else you own sit right beside them, in one running total.
Brokers that sync themselves
Connect 28 brokers and exchanges, from Interactive Brokers and DEGIRO to Schwab and Coinbase, and holdings sync on their own, read-only. Not on the list? Import a CSV or Excel export instead.
Most trackers convert your whole history at today's rate, which quietly rewrites what you earned. Here, a buy from five years ago keeps the rate it was made at.
Returns you can trust
Money-weighted and time-weighted returns side by side, against the S&P 500. Cash you added in December no longer flatters the whole year.
Allocation, and what to move
Slice your wallet by category, position, sector, industry, country, region and currency. Set the share you want and we name the exact amount to buy or sell.
Five-minute detail, all the way back
Every holding charted from today back to its first buy, with your trades marked on the line. Take the whole thing with you in Excel or PDF.
One plan, under $3.25 a week
Everything above is in it. The trial terms are on the card, and nothing on this page is held back for a higher tier.
Investor
Everything in FortuneOK, in every currency you hold
28 of them, through SnapTrade's secure portal, including Interactive Brokers, DEGIRO, Trading212, Schwab, Fidelity, Questrade, Wealthsimple, Coinbase and Binance. See the full list. Holdings and trade history sync on their own, so you never log a position by hand. The connection is read-only: FortuneOK can see positions and activity, and can never place a trade or move money. Your brokerage password is entered in SnapTrade's portal and never reaches us. Anything not on the list, you can import from a CSV or Excel file your broker exports, or add by hand.
Yes. Download our template, paste in the columns from the file your broker exports, and upload it. We read it in your browser first and show you exactly what we understood, row by row, before anything is saved. Your holdings and cost basis are built from the transactions, so an imported account gets the same returns, allocation and charts as a synced one. Re-upload a longer export next month and only the new rows are added.
Properly, which is rarer than it should be. The headline figure is a money-weighted return (XIRR) that counts every contribution and withdrawal on the date you made it, so money added last month is not credited with ten years of growth. Beside it sits a time-weighted return, the contribution-neutral figure comparable to a published fund or index, and you can overlay the S&P 500 on your chart. Commissions and fees count too: they raise what a holding cost you, so the return you read is the one after costs. Nothing is annualized until a position has run a full year.
Nothing disappears. Your dashboard turns view-only: every asset, transaction, chart and goal stays exactly where you left it, and you can keep opening it as long as you like. Adding and editing resume the moment you subscribe. Broker connections are disconnected, because they carry a per-connected-user cost, but everything they synced stays: when you subscribe again you reconnect through your broker's own login and syncing resumes in the same portfolio.
Your data is encrypted in transit and at rest, and we never sell or share it. There is no password to leak: you sign in with Google or a magic link. Broker connections are handled through SnapTrade's secure portal, so your brokerage credentials never touch FortuneOK. Payments go through Lemon Squeezy, so we never see your card number.
Yes. Your first paid invoice is fully refundable for 14 days, for any reason. Reach out to support and we'll take care of it. Renewal invoices are not eligible, but you can cancel anytime to stop future charges. The 14-day free trial needs no card, so you can try every feature before you pay anything. If the law where you live gives you a longer or wider right to cancel, that right applies on top of this.
Felipe Reyes@ReyesPerilla
Rose Epona@RoseEponatech
Jhon Nova@jhonnovax