Next-gen portfolio intelligence.
All you own, understood.

What can you do with it

With Fortunest you can go a great deal deeper into your portfolio than a tracker takes you. Real workflows, from a first portfolio to fund-grade analysis — every one works in the app today. Pick your level and scroll through.

"I've never invested — where do I even start?"

A guided course in the chat, before your first trade — risk, fees, and a plan you can hold onto. Works on an empty dashboard.

So what should I buy?

Before any names — what is this money for?

Long-term growthRetirementJust learning for now

"Just tell me what to buy."

No hot picks: the assistant asks your goal, horizon and risk, saves them, then offers a framework and the simulator.

Hey Siri, how did my portfolio do this week?

Up 1.8% this week to €89,551 — Nvidia and Bitcoin did most of it. Three of your companies report earnings next week.

🎙 SiriShortcutsread-only

"Hey Siri — how did my portfolio do this week?"

A short spoken answer, read live from your portfolio. The MCP Agent iPhone app puts Fortunest behind Siri and Shortcuts — read-only. Set it up.

ClaudeChatGPT🎙 voice mode

Is my tech allocation getting too heavy?

Technology is 42% of your portfolio, most of it Nvidia and Apple — above the 30% you set as a target…

"Talk it through with Claude or ChatGPT — on the go."

Add Fortunest once as a connector in the Claude or ChatGPT app; in voice mode every answer uses your actual holdings, targets and risk.

"I have accounts at three brokers — what is everything together worth?"

Drop each broker's export, or a whole folder: one combined portfolio, full history.

"My crypto lives on Kraken and a Trezor — show it next to my stocks."

Drop the raw exports: staking counted, transfers matched, nothing double-counted.

"Am I diversified — or is this secretly one big bet?"

A 0–100 score with plain-language takeaways, backed by six breakdowns.

"What happened in my portfolio today — and why?"

Insights flag what moved you; the Portfolio brief ✨ links it to the news.

"What's my real lifetime return — including what I sold?"

Total P/L includes realised gains; TWR and IRR give your yearly return.

"Would I have done better just buying the S&P 500?"

Benchmarks are flow-matched: the same deposits, on the same dates, in the index.

"My broker reports in dollars — I think in euros or koruna."

Every chart point, trade and dividend converts at that day's rate.

Why is my TWR different from my IRR?

Your TWR strips out deposit timing; IRR weights it. The gap means your 2024 top-ups were well-timed…

"I don't understand half of these finance terms."

Ask in plain words; the answer uses your actual portfolio, not a textbook.

Go to allocation

→ Portfolio · Allocation card expanded

Tech is 31% of the portfolio — mostly NVDA and your ETFs. Here's how the rest splits…

"Don't make me hunt through the dashboard — just take me there."

Type "Go to allocation": the app switches tab, scrolls to the card, and the assistant comments.

"I also own things without a ticker — a flat, some gold."

Add them with a date, price and growth estimate; they join allocation and history.

"Which holdings actually pay me — and when's the next payment?"

Income history, a forward projection per holding, and upcoming pay dates.

"Put 20 000 in across three names, and sell 5 000 to rebalance while you are at it."

Invest is new money; Sell is separate, its proceeds stay cash. Your limits size the orders. Planner rules.

Strategy alignment78%

✓ quality compounders△ 9% single-name crypto

"I wrote down what I believe — does my portfolio still match it?"

Strategy check ✨ scores you against your saved thesis and suggests sized moves.

"Show me what a trade does to my portfolio before I place it."

The what-if previews any buy or sell: new weight, diversification, weighted fundamentals.

What if I sell half of my Tesla?

→ Simulation · what-if prefilled & run

TSLA weight5.8 → 2.9%

Diversification68 → 71

"What if I sell half of my Tesla? Don't make me fill in the form."

The assistant prefills and runs the what-if, then sums up the simulator's real output.

"Help me find candidates and compare them properly."

Explore any stock or smart-search ✨; compare ~20 fundamentals with a transparent signal.

AAPL 8-K · Q3 results new

✨ Beat on revenue, guidance raised — matters for 2.1% of your portfolio…

"It's earnings season — let me follow my companies' results in one place."

SEC EDGAR filings open in-app, new ones flagged; Earnings check ✨ digests them.

"How much of my money is sitting idle — and where?"

Cash per account, flagged by Insights; preview deploying it in the what-if.

"Watch stocks I don't own yet — and nudge me when something matters."

Star anything into your watchlist; its fundamentals travel with the assistant.

"Before I add to a position, give me its full story on one screen."

Click any holding: charts with every trade, your average price, news, transactions.

"I want a DCA plan — and to see where it actually lands me."

The Future Simulator layers your contributions on, with benchmarks alongside.

"Two people, four accounts — I want them separate and together."

Toggle each source; every account gets its own chart line.

"Judge my portfolio like a fund — risk-adjusted, not just total return."

Sharpe, Sortino, dated drawdowns, beta, correlation — from time-weighted returns.

"How deep were my crashes versus the index — and how long to recover?"

Drawdown mode: you underwater against every benchmark; log scale keeps lines readable.

"Will I reach a million by 2035 — and what if I start withdrawing?"

Goal seek solves the needed contribution; withdrawals project with mirrored benchmarks.

"Other tools corrupted my history at every stock split. Prove yours doesn't."

Valued at actually-traded prices times the shares you held; ISIN changes merge.

MATIC → POL conversion ✓

staking reward, net of fee ✓

pre-history balance flagged, not invented

"My crypto ledger is staking, delistings and transfers. Get it right."

Raw Kraken, Binance and Trezor ledgers, reconciled line by line.

$ uvicorn app.main:app
ollama detected — llama-3.3 · 32k context
keys encrypted · data on your disk

"Run it fully local — my transactions and AI prompts never leave my machine."

The desktop app with Ollama or LM Studio, hosted sync and Social off. Market-data requests still fetch prices.

"Which sector and asset class actually drove my last three years?"

Sector or asset-type lines; move the start date and benchmarks restart there.

"chip exposure" ✨

NVDAASML2 ETFs€44,700 · +0.8% today

📎 analyst-note.pdf → in context

"Query my holdings in natural language — and feed in my own research."

Quoted phrases filter by meaning; PDFs and screenshots join the chat.

Compare me to the S&P 500

chart → Return % · S&P 500 TR on

Over this window you're +9.6% vs the index's +7.1% — the gap opened after your March top-ups…

"Run the whole dashboard from the chat — charts, filters, even new assets."

Typed commands switch benchmarks and ranges, set filters, star favourites — even add a custom asset.

"Build me the chart I actually want — and let me tune which model does what."

Charts render inline on request; two model slots split reasoning from background work.

Real screenshots on the app’s synthetic demo portfolio, plus stylized vignettes where a capture can’t show the scenario. Every scenario runs in the live app today.

Any screen. One dashboard.

One dashboard that adapts to your phone, tablet or computer, with your portfolio and assistant always within reach.

Features.

Free: the core dashboard, up to 3 accounts and 50 assets, and transaction-based backtesting. Pro: MCP connections to Claude Code, Codex and compatible agents, investor-group analysis, expanded 13F follows and tax tools. Start without an account; social features need a free account. See plans.

Credentials are encrypted at rest, and there is no order-placing code in the app — a test asserts it. Free plans hold three accounts and up to 50 assets across them; Pro lifts both.

Built-in chat starts on a small free budget, or uses your own key or local model. External-agent connections and web–desktop portfolio synchronization require Pro. The desktop bridge needs a release that supports it and a synchronized hosted portfolio; check your download version. You control what you share.

Illustrative only — orientation for your own decisions, never financial advice. The whole tab is documented in The Trades tab.

Projections use past average returns. Historical replay shows its data coverage and assumptions, including zero fees and slippage. Neither predicts future results.

Friends, their group portfolio and two investor follows are free with an account; investor groups and expanded investor follows require Pro. Friends share only the relative figures they choose. Fund filings are delayed snapshots, not live trades.

In the paid Pro plan only. Defaults follow Czech rules and every one is yours to change. Illustrative — not a filing. What the engine does and does not model is in The Taxes tab.

How it compares

Five portfolio trackers, nine key differences. Explore each comparison for details and sources.

Compare all eight trackers →Browse comparison guides →

Summary reviewed 14 September 2026. Features and plans change; follow the comparisons for qualifications and source-check dates.

Common questions