Press play for a walkthrough of Fortunest’s most useful and unique features.
Free: the core dashboard, up to 3 accounts and 50 assets, and transaction-based backtesting. Pro: MCP connections to the ChatGPT and Claude apps, 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.
Value, fees, TWR and IRR, with benchmarks matched to your deposits.
Six allocation views, diversification, volatility and drawdowns.
Sortable holdings and a sector map of what you own. Heatmap
Dividend income, earnings dates, filings and portfolio signals.
Choose your cards and drag them into order, on phone or desktop. Simple view
Maximize a chart, explore the detail and save a PNG.
29 platforms — Degiro, IBKR, Revolut, Saxo.
Read-only keys: Kraken, Binance, Coinbase.
Schwab, Fidelity, Robinhood, and more.
Split-correct history, automatic fallback.
Converted at that day's rate, never today's.
Real estate, gold, gems — fixed APY or live.
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.
Your holdings, current view and saved memories inform its answers.
Ask for a brief, filter holdings, build a trade plan or run a simulation.
Hosted models, your own key, or local Ollama and LM Studio.
Connect the ChatGPT and Claude apps, Codex, Claude Code or another MCP agent — even Siri, through the MCP Agent iPhone app — for two-way dashboard communication: read portfolio context, send actions and receive their results, and bring analyses and charts back into Fortunest. MCP guide & permissions
Discuss images and PDFs, explore live tickers and save chart-rich conversations.
Guided app walkthroughs and an investing course that starts from zero.
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 the Mac app and a synchronized hosted portfolio; see the download page. You control what you share.
Search stocks, funds and crypto; browse major indices and drag discoveries into your lists. Markets
Map indices or favourites; zoom into sectors and colour by price changes or drawdowns. Heatmaps
Valuation, growth and profitability beside rates, the yield curve and risk indicators.
Adjust the inputs to one company rating. Scoring weights
Use followed-fund ownership in your research, trade scoring and consensus-shift alerts. Consensus
Build a buy-and-sell plan, copy it or test a trade’s impact before deciding. The plan
Illustrative only — orientation for your own decisions, never financial advice. The whole tab is documented in The Trades tab.
Compare its effect on allocation, diversification and realized P/L.
Model regular buying and withdrawals, or find the contribution for your goal.
Replay recommended trades using your actual transactions and cash flows; compare the strategy with your history and a passive portfolio. How backtesting works
Projections use past average returns. Historical replay shows its data coverage and assumptions, including zero fees and slippage. Neither predicts future results.
Share charts, compare performance and choose which relative figures friends can see.
See what your friends hold together, then compare their allocation and overlap with yours. Group portfolios
Follow two investors free; Pro expands access and adds group conviction and changes over time. 13F tracking guide
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 Pro plan — included in the 14-day trial. 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.
Five portfolio trackers, nine key differences. Explore each comparison for details and sources.
| Compare | Fortunest | Portfolio Performance | Sharesight | getquin | Ghostfolio |
|---|---|---|---|---|---|
| Main focus | Portfolio analysis & decisions | Open-source desktop tracking | Dividends & tax reports | Net worth & investor community | Self-hosted wealth tracking |
| Platforms | Web & mobile web; Mac / Windows | Windows, Mac, Linux; mobile companion | Web & mobile | Web, iOS & Android | Web & mobile web |
| AI & external agents | Local or cloud assistant; MCP: Pro | Not described | No portfolio assistant described | Analysis: Premium; agents: Wealth | Copy-out prompt; experimental MCP (self-hosted, off by default); no in-app AI assistant |
| Data & privacy | Hosted or local desktop; optional online services | Local file; online price lookups | Hosted cloud | Hosted in Europe | Self-hosted or hosted cloud |
| Portfolio imports | Broker sync, files & chat | CSV, PDF & manual entry | 200+ broker integrations | Bank / broker sync, files & manual | Files & REST API |
| Analysis & planning | Risk, valuations & trade simulations | Returns, risk & rebalancing | Returns, dividends & paid risk reports | Portfolio analytics; planning: Wealth | Performance & risk; FIRE: Premium |
| Tax reporting | Lots, gains & sale planning: Pro | Tax entries; no tax report described | Accountant-ready reports: paid plans | No tax report described | No tax report described |
| Sharing | Friends & feed; investor groups: Pro | Community forum | Portfolio sharing with accountants | Investor feed & discussions | Shareable portfolio links |
| Free & paid | Free; Pro €6.99/mo + VAT | Free & open source | 10 holdings free; paid plans | Free; Premium & Wealth subscriptions | Free self-hosting; paid cloud available |
| Explore further | See plans → | Full comparison → | Full comparison → | Full comparison → | Full comparison → |
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.
These are short factual descriptions, not scores. “Not described” refers to the cited product documentation, not proof that a feature is absent. Main focus summarizes the workflows each product emphasizes. Prices are list prices; taxes may apply.
Local storage does not mean every feature is offline: Fortunest’s cloud AI, Pro tax calculations, sharing and optional hosted sync send their selected inputs. The Privacy chapter explains these boundaries. Detailed plan limits, metrics and platform support are in each linked comparison.
Open the app as a guest and look around the demo portfolio — no account and no card — then bring your own in a couple of clicks.