AI portfolio tracker · Market research · Web, Windows & macOS AI portfolio tracker & market research
An AI portfolio tracker for stocks, crypto and multiple investment accounts. Understand performance, allocation and risk, or explore and analyse new assets; ask an AI assistant about your actual holdings and discuss investment strategy; backtest a suggested trade plan using your transaction history and cash flows. Available on the web, Windows and macOS. Your brokers and exchanges in one place, with an AI assistant that knows your actual holdings.
No card14 days of Pro free, no cardFree plan forever: 3 accounts, 50 assetsPro from €5.75/moThe desktop app stores your portfolio on your computerYour choice of AI: frontier or local LLM, MCP agents (Pro)
The desktop app stores your portfolio on your computerYour choice of AI: frontier or local LLM, MCP agents (Pro)
The real dashboard, on demo data — open the live app and it is yours in a couple of clicks.
Broker CSVs, read-only API keys, a SnapTrade sign-in at your broker — or manual assets, even from a photo you hand the AI assistant.
Every account, currency and asset class in one live value — with your cash, total P/L and yearly return.
Break the portfolio down by asset, sector or region, see how your holdings move together, and read its diversification and volatility.
An assistant that knows your actual holdings and remembers your strategy — on the AI model you choose, a local one included.
Market heatmaps over any period, watchlists ranked by P/E and EPS trend, and the earnings and dividends coming up.
Alerts for the whole portfolio, a category like Crypto, or a single stock — in the bell, and by email every day, week or month.
Pro: connect the ChatGPT or Claude app, Codex or another MCP agent — it reads your portfolio, proposes actions, and you approve them.
Compare with friends — percentages, never amounts — follow famous investors’ 13F filings, and see each group’s combined portfolio.
With Fortunest you can go a great deal deeper into your portfolio than a tracker takes you. Real workflows, from a first portfolio to advanced analysis — every one works in the app today. Pick your level and scroll through.
A guided course in the chat before your first trade: risk, fees and a plan to hold onto — on an empty dashboard.
A short spoken answer from your portfolio. The MCP Agent iPhone app puts Fortunest behind Siri and Shortcuts — read-only. Set it up.
Drop each broker's export, or a whole folder: one combined portfolio, full history.
Drop the raw exports: staking counted, transfers matched, nothing double-counted.
Toggle each source; every account gets its own chart line.
Total P/L includes realised gains; TWR and IRR give your yearly return.
Benchmarks are flow-matched: the same deposits, on the same dates, in the index.
A 0–100 score with plain-language takeaways, backed by six breakdowns.
Insights flag what moved you; the Portfolio brief ✨ links it to the news.
Click any holding: charts with every trade, your average price, news, transactions.
Income history, a forward projection per holding, and upcoming pay dates.
Every chart point, trade and dividend converts at that day's rate.
Add them with a date, price and growth estimate; they join allocation and history.
Type "Go to allocation": the app switches tab, scrolls to the card, and the assistant comments.
Quoted phrases filter by meaning: "chip stocks" finds the chipmakers.
Attach PDFs or screenshots; answers read them against your holdings.
Typed commands switch benchmarks and ranges, set filters, star favourites — even add a custom asset.
Invest is new money; Sell is separate, its proceeds stay cash. Your limits size the orders. Planner rules.
The what-if previews any buy or sell: new weight, diversification, weighted fundamentals.
Rated buy and sell candidates with what drives each rating; Explore compares ~20 fundamentals.
Star anything into your watchlist; its fundamentals travel with the assistant.
The Future Simulator layers your contributions on, with benchmarks alongside.
Time travel puts the whole tab on any past day — holdings, prices, every card.
Earnings, ex-dividend and pay dates for your holdings on one calendar; Earnings check ✨ digests the reports.
What is tax-free to sell today, lot by lot, and which lots mature next. On Pro; not tax advice.
Follow a famous investor: their filed portfolio sits beside yours — public, no request needed.
Friends see percentages, and only what you choose to share; leaderboards rank returns, risk and diversification.
Strategy check ✨ scores you against your saved thesis and suggests sized moves.
Sharpe, Sortino, dated drawdowns, beta, correlation — from time-weighted returns.
Drawdown mode: you underwater against every benchmark; log scale keeps lines readable.
Goal seek solves the needed contribution; withdrawals project with mirrored benchmarks.
The heatmap groups holdings by sector over any range; zoom into one.
Valued at actually-traded prices times the shares you held; ISIN changes merge.
Every purchase lot paired against your sells; the sell optimizer picks the cheapest lots to sell. On Pro.
The trade plan replayed over the last year, using only what was known on each date.
Charts render inline on request; two model slots split reasoning from background work.
Raw Kraken, Binance and Trezor ledgers, reconciled line by line.
Over MCP an agent reads your portfolio and drives the dashboard; anything it writes waits for your approval. On Pro.
The desktop app with Ollama or LM Studio, hosted sync and Social off. Prices are still fetched by ticker; Pro taxes run on our server.
Real recordings of the app on its synthetic demo portfolio, plus illustrations where a scenario happens outside the app. Hover or click a card to play it. Every scenario runs in the live app today.
One dashboard that adapts to your phone, tablet or computer, with your portfolio and assistant always within reach.
Choose where your portfolio lives and who can access it.
Web app On our server
Your portfolio database
Any device, nothing to install
Desktop app On your computer
Your portfolio stays on your disk
Keep your portfolio database on your Mac or Windows computer; cached analysis works offline. Prices are fetched by ticker; sync, Social and cloud AI are your choice.
Guest data stays in a private server session, with a recovery copy in your browser.
Run a local model or choose a cloud provider you trust. Your model receives the context needed to answer your questions.
Share portfolio weights and relative performance, never amounts. Choose what friends see and turn sharing off anytime.
Approve each connection and its permissions. Revoke access anytime, and review sensitive changes before they happen.
Your first hundred deserves the same care as someone else’s million. Fortunest helps you understand your investments, whether you’re starting from zero or managing a portfolio built over years.
Start free, with no account or card. Pro adds tax tools, external agents, higher limits and a monthly AI budget.
Cancel any time. Full refund on request within 14 days of your first payment. Prices are shown in euros; at checkout you're billed in your local currency. VAT is added at checkout. Manage your plan · Assistant budget details · All alert types · Tax tools · Terms of service.
An AI portfolio tracker you can also talk to from the ChatGPT or Claude app: a personal investment dashboard that puts every broker, exchange and wallet into one live view — performance, allocation, risk and tax — with an AI assistant that reads your actual portfolio. Add Fortunest once as an MCP connector in ChatGPT (custom connectors depend on your plan) or Claude (its free plan allows one custom connector) and ask about your real holdings there; MCP is a Pro feature, included in the 14-day Pro trial every new account starts with. It is an investment dashboard, not an accounting or bookkeeping product. Setup: MCP server.
The core dashboard is free, with no account and no credit card. Pro is €6.99 a month or €69 a year — twelve months for the price of ten, €5.75 a month effective — and adds MCP connections, investor groups, expanded investor follows, tax tools, unlimited accounts and assets. VAT is added at checkout. Every new account starts with a 14-day Pro trial, with no card and nothing to cancel; afterwards anything above the free limits is kept, just hidden, until you go Pro. Details in Pricing.
Broker CSV exports — Degiro, XTB, Revolut, eToro, Trading 212 and others — plus direct connections to exchanges such as Kraken and Binance, and hundreds of brokerages through SnapTrade. Transfers are matched so nothing is double-counted. The full list lives in Getting your data in.
Yes — custom assets cover anything you can put a value on. Tell the assistant what you hold or attach a document, and it records the position for you; real estate, private holdings and collectibles sit in the same dashboard as your stocks.
Yes. Open the web app as a guest — no e-mail, no sign-up, no card — and explore the demo portfolio, upload broker CSV exports, connect a supported exchange or broker with a read-only API key, and ask the AI assistant on a one-time guest budget, within the Free plan's 3 accounts and 50 assets. Guest data sits in a private server session that is deleted after 12 hours without a visit, plus a backup in your browser that restores it when you come back in the same browser. Create an account from that browser later and what you built moves into it. An account is needed only for Pro, the Social tab and broker sign-ins through SnapTrade; for a portfolio stored on your own computer, use the desktop app. The details: Using a portfolio tracker without an account.
Guest uploads live in a private server session with a recovery copy in your browser. An account stores the portfolio durably on the server. On the desktop app, the engine and a portfolio database live on your computer, and cached analysis works offline. Optional Pro synchronization also stores portfolio inputs in your hosted account. More in Privacy.
Yes — besides the hosted models, the assistant can run against a local model through Ollama or LM Studio, so portfolio questions never have to leave your machine. Setup is in The assistant.
The web app is built to work well on a phone today, and a native mobile app is in development. The desktop app for Mac & Windows is on the download page.
No. Signals, analyses and assistant answers are informational — the assistant explains and teaches, and every decision stays yours.
The same dashboard as a native Mac & Windows app: the engine runs on your computer, your portfolio sits in a database on your own disk.
localhost, so AI questions stay on your machine. Sync and sharing have their own switches.The Mac build is signed and notarized by Apple; the Windows build is not code-signed yet. More in Privacy & your data.
A quick spoken update, or a conversation about your investments — at home or on the go.
External agents need Fortunest Pro. Choose what they can access and revoke connections any time.