Frequently asked questions
What FortuneOK tracks, how the numbers are calculated, and what happens to your data. If your question is not here, ask us and we'll answer it.
- If your money is spread across brokers, wallets, banks and a spreadsheet, you are guessing instead of deciding. FortuneOK pulls it all into one live view in your own currency, then adds what a spreadsheet never gives you: an honest return figure, allocation from seven angles, and progress towards the goals you set.
- On the trading side: stocks, ETFs, funds, bonds, crypto, options and futures. On the manual side: cash, savings, real estate, cars, precious metals and any custom asset. Live quotes cover US, UK and Canadian markets, including LSE UCITS like VWRA.L and CSPX.L, plus crypto and FX. Bonds, options and individual futures contracts have no live quote feed from our market data provider, so you track those at the value you enter.
- Automatically. Real-time quotes come from Financial Modeling Prep for stocks, ETFs, funds and crypto, alongside live FX rates for conversion. Value, profit and loss and allocation update on their own, and the chart refreshes every minute while markets are open. Nothing to maintain, nothing stale.
- Yes, and it is exactly what FortuneOK is built for. Hold assets in any currency you like; everything converts to the base currency you choose at live rates. Historical figures use the rate from the day each transaction happened, so a currency swing years ago is not rewritten by today's rate. Switch base currency anytime and every total, chart and goal redraws.
- Yes. Live quotes cover London-listed UCITS funds such as VWRA.L, VUAA.L and CSPX.L alongside US and Canadian listings, so the accumulating global and S&P 500 trackers most non-US investors actually hold price themselves instead of waiting on you.
- That is the portfolio it was designed around. Paid in one currency, investing through a broker in another, holding funds listed in a third? Each asset keeps its own currency, every transaction converts at the rate of its own date, and you read one net worth in the currency you actually spend. Allocation also breaks down by currency, country and region, so you can see how much of your wealth rides on a single economy.
- Yes, as many as you want: one per broker, one for the family account, one for the long-term pot. Each gets its own tab, and an All Portfolios view sums them into a single net worth. You can also overlay portfolios on the performance chart to compare them side by side.
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. 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.
- Yes. Pick any bucket you care about (a category, a single position, a sector, an industry, a country, a region or a currency) and set the share of your wallet you want in it. FortuneOK tracks the gap, flags anything outside your tolerance band, and names the amount to buy or sell to get back in line.
Yes. The live demo runs the real dashboard on a sample portfolio, with no account and no card. Everything is unlocked, so you can click through allocation, performance, goals, targets and transactions before you decide.
- Nothing disappears. Your dashboard turns view-only: every asset, transaction, chart and goal stays exactly where you left it, and you can keep opening it as long as you like. Adding and editing resume the moment you subscribe. Broker connections are disconnected, because they carry a per-connected-user cost, but everything they synced stays: when you subscribe again you reconnect through your broker's own login and syncing resumes in the same portfolio.
- Yes, anytime, whether or not your subscription is active. Download an Excel workbook with every asset, allocation and transaction, or a formatted PDF report. Both cover all of your portfolios in your base currency. Taking a copy of your own data is never a paid feature.
- Open Billing from your account menu to reach the Lemon Squeezy portal and cancel in two clicks. Cancelling stops the next renewal: you keep full access until the end of the period you already paid for, and your data stays readable afterwards.
- Yes, yourself, anytime, without contacting us. Open your account menu in the dashboard, choose Delete account, then type DELETE to confirm. It removes your portfolios, holdings, transactions, performance history and goals, disconnects any linked broker and cancels an active subscription. It is immediate and permanent, and we cannot recover any of it, so export a copy first if you want one. Deleting does not refund the remainder of a period you have already paid for, so if you only want to stop paying, cancel from Billing and keep your account.
- 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 free trial needs no card, so you can try every feature before you pay anything. If the law where you live gives you a longer or wider right to cancel, that right applies on top of this.
Still have questions?
Email us and a human answers, usually the same day. Or open the live demo and see the whole thing for yourself, no account needed.
