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FortuneOK

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FortuneOK is a portfolio and net worth tracker built for money that lives in more than one currency. Stocks, ETFs, crypto, cash, property and debts sit on one screen, shown in whichever base currency you choose.

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Cost / License

  • Freemium (Subscription)
  • Proprietary

Application type

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  • New

Platforms

  • Online
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FortuneOK information

  • Developed by

    https://fortuneok.com
  • Licensing

    Proprietary and Freemium product.
  • Pricing

    Subscription ranging between $10 and $14 per month + free version with limited functionality.
  • Alternatives

    7 alternatives listed
  • Badge

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  • Supported Languages

    • English

AlternativeTo Category

Business & Commerce
FortuneOK was added to AlternativeTo by Jhon-Nova on and this page was last updated .

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Official Links

What is FortuneOK?

FortuneOK is a portfolio and net worth tracker built for money that lives in more than one currency. Stocks, ETFs, crypto, cash, property and debts sit on one screen, shown in whichever base currency you choose.

What makes it different:

  • Historical FX done right: every trade is converted at the exchange rate of the day it happened, not today's rate, so past gains aren't silently rewritten.
  • Honest returns: money-weighted (XIRR) and time-weighted returns side by side, with fees included, benchmarked against the S&P 500 or any ticker you search.
  • Global coverage: live prices for US, UK and Canadian markets, crypto and FX, including LSE UCITS ETFs like VWRA and CSPX that many trackers can't price.
  • Allocation that goes deeper: split your portfolio by asset class, sector, country, region and currency, set target allocations, and get flagged when you drift.
  • Goals: FIRE progress, emergency fund and custom financial goals.
  • Broker sync: read-only connection to 28 brokers and exchanges (Interactive Brokers, DEGIRO, Trading212, Schwab, Fidelity, Questrade, Wealthsimple, Coinbase, Binance and more) via SnapTrade. Your brokerage password never reaches FortuneOK.
  • Import and export: bring history in from CSV or Excel, export Excel and PDF reports.
  • Available in English, Spanish, French and Portuguese.

Pricing: tracking by hand is free forever, with unlimited assets and trades and no card required. Automatic broker sync is the only paid feature, with a 14-day free trial.

There's a live demo with a ten-year, four-currency portfolio, no signup needed: fortuneok.com/demo

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