BrokerUnited StatesIn development
Citi portfolio tracker
Citi is an integration SnapTrade is still building, so FortuneOK cannot link it automatically yet. You can track your Citi holdings today by adding them manually, alongside every other account, currency and asset class you own.
Automatic Citi sync is not live yet.
SnapTrade is building this integration. You cannot connect it yet, but you can track the account manually in the meantime.
No credit card required. The demo needs no account.
What comes across from Citi
Positions
Stocks, ETFs and funds held at Citi, 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, where Citi publishes an activity feed. When it does not, FortuneOK reconstructs your entry from the average cost the broker reports, so profit and loss is never blank.
A Citi account is priced in dollars, which is only the whole story if dollars are what you spend. FortuneOK reports it in whichever base currency you pick, so an expat or a cross-border investor can read a US account and a local one on the same scale.
Track Citi manually in the meantime
Add each holding with its symbol and quantity, or record the transactions themselves, and FortuneOK does the rest: live prices, cost basis, money-weighted returns, allocation across seven dimensions and progress against your goals. When SnapTrade launches Citi, connecting it is a two-minute job and nothing you entered is wasted.
Want it sooner? Tell us and we will pass the request on. Email us about Citi
About Citi
Investment accounts by Citi
Hold accounts elsewhere too?
Connect as many as you like. Each broker gets its own portfolio tab, and a combined view sums them into one net worth.
Trademark notice
Citi is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by Citi. Connections are provided through SnapTrade and availability can change without notice. Visit the official Citi site.