Simple pricing. No surprises.

One plan with everything in it: broker sync, live multi-currency prices, honest returns, allocation targets and exports. Free for 14 days, no card required, cancel whenever you like.

Pricing plans

Investor

Everything in FortuneOK, in every currency you hold

What's included

  • Track everything you own
  • Stocks, ETFs, funds, crypto & more
  • Cash, real estate, savings & more
  • All your currencies, with accurate FX rates
  • See your real returns vs. any benchmark
  • Portfolio allocation by sector, country & more
  • FIRE, emergency fund & financial goals
  • Sync with 28 brokers automatically
  • Import from CSV or Excel
  • Export Excel & PDF reports
  • Live market & currency prices
  • Early access to new features
Billing period

$119

per year

Save $49/year

Billed annually · Taxes included

No credit card required.

Start your 14-day free trial

Frequently Asked Questions

  • 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.

  • 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.

See all 18 questions

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.

Start your 14-day free trialTry the live demo