Visualize your portfolio. Every holding, one view.
See your whole portfolio: allocation by category, sector, country and currency, a performance chart against the S&P 500, and a donut for your targets.
A portfolio visualizer is only useful if it draws everything you own. FortuneOK charts stocks, ETFs, funds, crypto, cash and property from one wallet, so you see the whole picture and not only the part one broker holds.
Slice it four ways
- By category: stocks, ETFs, crypto, cash, property and the rest.
- By sector, with funds named for what they are instead of filed under Financial Services.
- By country, so you can see how much of your wealth rides on one economy.
- By currency, next to the base currency you read everything in.
Watch it move
- The performance chart runs from 1D to Max, and remembers the range you picked.
- Lay the S&P 500 over it to see whether the year was you or the market.
- Your trades are marked on the line, so a step up has a visible cause.
- 1D and 1W draw at five minute resolution while the market is open.
- Every holding has its own line, and you can draw several at once.
See it against the mix you want
The Targets tab of the allocation chart draws each target as one sector of a donut. The solid part is what you hold, the tick is your target, and the thin arc on the outer edge is the range that counts as on target. Point at a sector to see the amount to buy or sell.
The ring shows your targets and nothing else, so it does not add up to your whole wallet. Targets are allowed to overlap.
On your phone too
The dashboard splits into four views on a small screen, so every chart stays readable. Open the live demo to click through a full example wallet with no account.