BrokerUnited KingdomAvailable
AJ Bell portfolio tracker
Connect AJ Bell and your positions, cash balances and available trade history import automatically. Every holding keeps its own currency, and every transaction converts at the rate of the day it happened, so you read the return you actually earned rather than one bent by today's rate.
No credit card needed, and the demo opens without an account.
What comes across from AJ Bell
Positions
Stocks, ETFs and funds held at AJ Bell, with quantities and live prices refreshed on every sync.
Cash balances
Uninvested cash in each account, in the currency the account holds it.
Trade history
Buys, sells, dividends and fees, wherever AJ Bell publishes an activity feed. When it does not, FortuneOK rebuilds your entry from the average cost the broker reports, so profit and loss is never blank.
Investors in United Kingdom rarely hold local assets only. FortuneOK handles United Kingdom listings, US listings and LSE UCITS ETFs side by side, each in its own currency, and rolls them into one net worth in the currency you actually spend.
How to connect AJ Bell
Open the broker list
Sign in to FortuneOK, open the portfolio menu and choose "Connect a broker".
Choose AJ Bell
Pick AJ Bell from the list. SnapTrade's secure portal opens and you sign in to AJ Bell there, never inside FortuneOK.
Approve read-only access
Confirm the connection. AJ Bell grants permission to read positions and activity only, with no ability to trade or move money.
Watch the portfolio fill in
Your AJ Bell account arrives as its own portfolio tab and joins the combined view of everything you own.
The connection stays read-only for its whole life. FortuneOK never receives your AJ Bell password, and nothing in the app can place a trade or move money. The privacy policy lists exactly what is stored.
About AJ Bell
AJ Bell
Hold accounts elsewhere too?
Connect as many as you like. Each broker gets its own portfolio tab, and a combined view adds them up into one net worth.
Trademark notice
AJ Bell is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by AJ Bell. Connections are provided through SnapTrade and availability can change without notice. Visit the official AJ Bell site.
