Documentation

Quick Start

Fortunest turns the CSV exports your brokers and exchanges already give you into one live dashboard. Here is the shortest path from nothing to seeing your whole portfolio — and the handful of things worth knowing on day one.

Three steps to a live dashboard

  1. Open the app Go to app.fortunest.ai. There is nothing to sign up for — you start as a guest and everything works. Your browser gets its own private session; an optional account comes later if you want your data to follow you across devices (see Privacy & your data).
  2. Drop in your broker exports Export your transaction history as CSV from your broker or exchange — Degiro, Revolut, Interactive Brokers, Kraken, Binance and Trezor Suite are supported, and Getting your data in shows exactly where each export hides. Then drag the files onto the Portfolio value tile (before any data is loaded, the tile itself is a dropzone) or open ⚙ Settings → Data and drop them there. The format is detected automatically; you can drop a whole folder and every supported CSV inside is imported. No exports at hand? Press Try with demo data on the same tile to explore the whole dashboard on a realistic sample portfolio (synthetic transactions, live prices) — remove it any time in ⚙ Settings → Data.
  3. Read your portfolio The engine values every position with live market data, split-correct, converted at each day's real exchange rate. Within a minute you're looking at your total value and today's change, a value chart against real benchmarks, and a sortable table of everything you hold.
The Portfolio tab: value tile with day change, insights, cash and P&L stats, and the portfolio value chart, with the assistant pane on the right
The Portfolio tab right after loading two broker exports — value and day change, insights, stats and the value chart, with the assistant docked on the right.

Your portfolio at a glance

Five things on the Portfolio tab answer most day-to-day questions:

The tabs across the top — Portfolio, Explore, Trades, Simulation, Taxes, Social — switch the whole view. On a phone you can also swipe the page sideways to move through them: left for the next tab, right for the previous one. Swipes that already mean something else — panning a wide table, dragging a zoom on a chart, anything inside the assistant or an open dialog — are left alone.

Optional: connect the assistant

The chat pane on the right becomes an analyst once you connect a language model — it sees your holdings, your screen and your last actions, writes one-click reports, adds the ✨-marked AI features everywhere, and can even drive the dashboard for you: type "Go to allocation" or "What if I sell half of my Tesla?" and it performs the action, then comments on the result. Nothing calls an LLM (and no tokens are spent) until you press Connect.

Open ⚙ Settings → Assistant and pick a provider:

The full setup — including the two model slots and what each one powers — is in The Assistant.

Where to go next