New feature: New

Your broker fills in the numbers

Link a broker once and your positions, balances and trades arrive on their own. The connection is read only, so nothing can be traded or moved.

A broker connection feeding holdings into a portfolio tab

Typing in every trade is the reason most people give up on tracking. So now you do not have to. 28 brokers and crypto exchanges connect automatically, from Interactive Brokers and DEGIRO to Schwab, Trading212, Wealthsimple and Coinbase.

How it works

  • Pick your broker inside FortuneOK. The login happens in SnapTrade's portal, so your brokerage password is never typed into FortuneOK and never reaches us.
  • Your holdings land in their own portfolio tab, converted into your base currency.
  • Every sync refreshes quantities, prices and new trades, so cost basis and returns keep up on their own.

The link is read only. FortuneOK can see your positions and can never place a trade or move money.

Not sure yours is supported? Check the list.

Follow along in your reader

Every post lands in the feed the moment it ships. Paste the address into Feedly, NetNewsWire or whichever reader you already use.

Open the feed

Stop rebuilding the spreadsheet. Start reading one number.

Connect a broker or import a file, and your whole portfolio is on one screen in the currency you actually spend.