Frequently asked questions
What FortuneOK tracks, how the numbers work, and what happens to your data. Not here? Ask us.
- 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, with an honest return figure, allocation from seven angles and progress towards your goals.
- A portfolio tracker puts everything you own, across brokers and asset classes, in one place, so you see its value, allocation and return without a spreadsheet. FortuneOK adds any currency, each trade converted at the rate of its day, automatic broker sync and an honest return figure.
- Yes. Adding, editing and tracking by hand is free forever: no card, no time limit and nothing held back, imports, goals, charts and exports included. The one paid feature is automatic broker sync, free for 14 days from the day you connect your first broker. When that ends, only the broker connection pauses and everything else keeps working.
- Yes. Stocks, ETFs, funds, crypto, cash, real estate, cars and precious metals add up to one net worth in your base currency. You can also type in a mortgage, loan or card balance by hand, and it comes off the total.
- Trading assets: stocks, ETFs, funds, bonds, crypto, options and futures. Manual assets: cash, savings, real estate, cars, precious metals and anything custom. 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, so you track those at the value you enter.
- Automatically. Real-time quotes come from Financial Modeling Prep for stocks, ETFs, funds and crypto, with 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.
- Yes, it is what FortuneOK is built for. Hold assets in any currency; everything converts to your base currency at live rates. Past figures use the rate of 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 global and S&P 500 trackers most non-US investors hold price themselves.
- 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 date, and you read one net worth in the currency you spend. Allocation also breaks down by currency, country and region, so you see how much of your wealth rides on one 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 one net worth. You can also overlay portfolios on the performance chart.
28 of them, through SnapTrade's secure portal, including Interactive Brokers, DEGIRO, Trading212, Schwab, Fidelity, Questrade, Wealthsimple, Coinbase and Binance. See the full list. Assets and trade history sync on their own. The connection is read-only: FortuneOK sees 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. Broker sync is the one paid feature, and it is free for 14 days from the day you connect your first broker. Anything not on the list, you can import from a CSV or Excel file or add by hand.
- Yes. Download our template, paste in the columns from your broker's export, and upload it. We read it in your browser first and show you what we understood, row by row, before anything is saved. Your assets 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.
- The headline figure is a money-weighted return (XIRR) that counts every contribution and withdrawal on its date, so money added last month is not credited with ten years of growth. Beside it sits the change over the chart's range, and you can overlay the S&P 500 or any ticker. Commissions and fees count too: they raise what an asset cost you, so the return you read is after costs. Nothing is annualized until a position has run a full year.
- Yes. Pick any bucket (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. Every feature is open, so you can click through allocation, performance, goals, targets and transactions first.
- Nothing disappears and nothing locks. Every asset, trade, chart and goal stays, and you keep adding and editing by hand, free. Only the broker connection is disconnected, because it carries a per-connected-user cost; everything it synced stays. Subscribe whenever you want and reconnect through your broker's own login: syncing resumes in the same portfolio.
- Yes, anytime, on the free plan too. Download an Excel workbook with every asset, allocation, transaction, debt and expense, or a formatted PDF report. Both cover all your portfolios in your base currency, and show your debts and net worth if you added any. 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: broker sync keeps running until the end of the period you paid for, then the connection is disconnected. Everything you entered or synced stays, and you keep editing it by hand for free.
- 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, assets, transactions, debts, expenses, 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 rest of a period you 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 go 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 broker sync trial needs no card, so you can try it before you pay anything, and tracking by hand stays free either way. 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, no account needed.