A net worth tracker and investment tracker in one: stocks, ETFs, crypto, cash and property on one screen, in any currency you hold. Prices update on their own, so there is no spreadsheet to maintain.
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
A multi-currency portfolio tracker 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.
A spreadsheet tells you what you own. FortuneOK tracks returns, dividends and your FIRE progress, shows where you are overexposed, and names 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.
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.
Set the share you want in any category, sector, country or currency, plus your FIRE and emergency fund goals. We flag drift past your tolerance band and name the amount to buy or sell.
Charts slice your wallet by category, sector, country and currency, and every holding is drawn back to its first buy with your trades marked. Take it all with you in Excel or PDF.
A portfolio tracker puts every holding you own, across brokers and asset classes, in one place, so you can see its value, allocation and return without a spreadsheet. FortuneOK adds any currency, with each trade converted at the rate of the day it happened, automatic sync from your broker, and an honest return figure.
Yes. Adding, editing and tracking everything by hand is free forever: no card, no time limit and nothing held back, imports, goals, charts and exports included. The one paid feature is automatic broker sync, free for 14 days on every new account. When that ends, only the broker connection pauses and everything else keeps working.
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. Broker sync is the one paid feature, and it is free for 14 days on every new account. 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 and nothing locks. Every asset, trade, chart and goal stays where you left it, and you keep adding and editing by hand, free. Only the broker connection is disconnected, because it carries a per-connected-user cost, and everything it synced stays. Subscribe whenever you want and reconnect through your broker's own login: 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 broker sync trial needs no card, so you can try it before you pay anything, and tracking by hand stays free either way. 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
