BrokerUnited StatesIn development
Citi portfolio tracker
SnapTrade is still building the Citi integration, so FortuneOK cannot link it automatically yet. You can track your Citi holdings today: import a CSV or Excel file exported from Citi, or add them by hand, right beside 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 needed, and the demo opens without an 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, wherever Citi 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.
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 reads 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 enter the trades themselves, and FortuneOK does the rest: live prices, cost basis, real returns, allocation across seven dimensions and progress towards your goals. When SnapTrade launches Citi, connecting takes two minutes and nothing you entered is wasted.
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 adds them up 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.
