Fortunest turns your brokers' CSV exports into a live investment dashboard β performance vs benchmarks, allocation, risk, dividends and earnings β with an AI assistant that knows what you're looking at.
Free Β· No account Β· Your data stays yours
Illustration β open the live app to see the real thing.
Real workflows, from a first portfolio to fund-grade analysis β every one works in the app today. Pick your level and scroll through.
Drop each broker's export onto the value tile β or a whole folder. One combined portfolio: live prices, cash per account, history back to your first trade.
Drop the raw exchange and wallet exports. Staking rewards counted, wallet transfers matched so nothing is double-counted, coins priced live in your allocation.
A 0β100 score with plain-language takeaways, backed by six breakdowns β regions, sectors, company sizes, asset types, currencies, value per holding.
The Insights strip flags what moved you and what's ahead; the one-click Portfolio brief β¨ ties today's moves to actual news, risks and watch items.
Total P/L counts realised gains, and TWR / IRR show your annualized return two honest ways β the performance of your decisions and of your money.
Benchmarks are flow-matched β what the same deposits on the same dates would be worth in the index instead. A fair comparison, not a marketing one.
Switch the display currency and everything converts β each historical chart point, trade and dividend at that day's exchange rate, not today's.
Ask the assistant in plain language β it sees your actual portfolio and whatever you have open, so answers are about your money, not textbook definitions.
Type "Go to allocation", "Show Risk" or "Which are my top 5 holdings" into the chat β the app switches tabs, scrolls to the card, sets the filter, and the assistant comments with the card's own numbers.
Add them as manual assets with a date, price and your growth estimate β they join the portfolio, the allocation and the history chart, toggleable any time.
Monthly income history, totals, a forward projection per holding with yield-on-cost β and upcoming ex-dividend and pay dates on the events calendar.
Save your thesis and monthly buy plan in Settings β Strategy, then click Buy advice β¨: which tickers, how much into each, which day β each buy tied to your own strategy. Scenarios to research, not financial advice.
Strategy check β¨ scores the portfolio against your saved thesis, horizon and risk tolerance β what fits, what diverges, and concrete sized moves to consider.
The what-if simulator previews any buy or sell: the position's new weight, the diversification score per dimension, the shift in your weighted fundamentals.
Ask the what-if in plain words: the assistant switches to Simulation, prefills and runs the trade, then summarizes the impact β allocation, risk, realized P/L β from the simulator's real output.
Explore any listed stock β or smart-search β¨ with a phrase. Compare ~20 fundamentals side by side, with a transparent signal whose reasons are spelled out.
Recent filings straight from SEC EDGAR open in-app; the Earnings check β¨ digests each one with portfolio-level takeaways. New filings get flagged since your last visit.
The cash tile breaks it down per account and the Insights strip flags it unprompted. Preview deploying it with the what-if simulator before you act.
Star anything into your watchlist; its fundamentals travel with the assistant, which can comment proactively as you work β never repeating itself.
Click any holding: zoomable value and price charts with every buy and sell marked, your average purchase price as a line, news with AI summaries, all transactions.
The Future Simulator projects your portfolio forward with your contributions layered in, benchmarks alongside and the diversification score projected too.
Every source has its own toggle, every account its own chart line and badge β one household view, or any subset, without deleting anything.
Volatility, Sharpe and Sortino, drawdowns with exact peakβtroughβrecovery dates, beta and correlation against every benchmark β all from time-weighted returns.
The drawdown mode draws an underwater plot of you against every benchmark; a log-scale return view keeps huge and modest lines readable together.
Goal seek solves the contribution that reaches your target; periodic selling projects withdrawals, with benchmarks mirroring them so the comparison stays fair.
Adjusted closes are un-adjusted with the split calendar and multiplied by the shares you actually held each day; ISIN changes collapse onto one position.
Raw Kraken, Binance and Trezor ledgers parsed transaction by transaction β swaps, redenominations and transfers reconciled, assumptions always flagged.
One command locally; Ollama and LM Studio are auto-detected, models download in-app. Your CSVs, database, keys and prompts stay on your hardware.
Decompose the value history into per-sector and per-type lines; move the chart's start date and the benchmarks restart there too β "since 2023" is a fair fight.
A quoted phrase filters holdings semantically; PDFs and screenshots go straight into the chat. The Context window shows exactly what the model sees.
Typed commands switch benchmarks and chart ranges, set holdings filters, star favourites, flip dark mode β even create a custom asset from a described purchase, asking for any missing details first.
Ask for any analysis and the assistant renders an interactive chart inline, exportable as PNG. Two model slots: a strong one for reasoning, a fast one for background AI.
Stylized illustrations β every scenario runs in the live app today.
Drop in your exports; the engine values every position with live market data and daily historical FX, split-correct, in EUR, USD or CZK.
Your portfolio's history against S&P 500, MSCI World, Nasdaq 100, US bonds, gold, the dollar or Bitcoin β flow-matched, as if the same deposits had gone there instead. Return %, log-scale and drawdown modes, box zoom, editable start date.
One tile shows the total with a mini donut of where the value sits β and, expanded, each account's value, lifetime buy/sell counts and every fee found in your exports.
A 0β100 diversification score with plain-language takeaways, backed by six breakdowns: regions, sectors, company sizes, asset types, currencies and value per asset.
Annualized volatility, Sharpe and Sortino, max and current drawdown with dates, best/worst day β plus your beta and correlation against every benchmark, computed from time-weighted returns so deposits never count as gains.
Biggest mover by portfolio impact, earnings this week, concentration warnings, holdings near 52-week highs or lows, idle cash β plus AI-found patterns once the assistant is connected.
Recent earnings with the actual filed report readable in-app (from SEC EDGAR, with an AI summary), then upcoming earnings, ex-dividend and pay dates for your largest holdings.
A sortable holdings table with filters β including a semantic AI filter ("chip stocks") β and a dividends card: monthly income, totals and a forward projection with yield-on-cost. Click any holding for zoomable value and price charts with your buy/sell markers and average purchase price.
A punch card of your buys and sells per month across all years β see your own behaviour at a glance.
Search any listed stock or ETF, compare fundamentals side by side, star favourites β then simulate a trade's effect on weights and diversification, or project the portfolio forward with DCA, scheduled selling and goal seek.
Available on every tab, streaming token by token. Your live view β tab, filters, open drawers, recent actions β travels with every message, so "this position" just works. A Context window itemizes exactly what it knows, with token estimates.
Portfolio brief, Strategy check against your saved investing thesis, and an Earnings reports check that reads the actual SEC filings β each a single click, streamed into the chat where follow-ups build on it.
OpenAI, OpenRouter's 300+ models β or fully private local models via Ollama and LM Studio, auto-detected, with in-app model downloads. Thinking effort is adjustable per provider and model.
Paste a screenshot or attach images, PDFs and text files. Images go to multimodal models; PDF and text content works with any model.
Ticker symbols in replies are live chips β hover for a one-week mini chart and, for holdings, your position's size. The assistant can also emit interactive charts that render inline.
A master Connect/Disconnect switch controls every AI feature β nothing calls an LLM and no tokens are spent until you connect. A session token counter keeps usage visible.
Degiro transaction exports, Revolut account statements and Interactive Brokers Flex Query trades β any number of files, format auto-detected.
Kraken ledgers, Binance transaction history and Trezor Suite exports β staking rewards, airdrops, token swaps and on-chain transfers handled, coins valued at live crypto prices.
Drop files or a whole folder; supported CSVs inside are imported recursively. Enable or disable any source without deleting it.
Display everything in EUR, USD or CZK β every historical point, trade and dividend converts at that day's exchange rate, not today's.
Track what no export covers β real estate, physical gold, collectibles β valued at acquisition price compounded at an APY you set, right in the allocation and history.
Star stocks into a watchlist the assistant knows about. Under the hood: split-correct valuation, ISIN-to-ticker resolution with curated overrides, and total P/L that includes realised gains.
Financial data is personal. Fortunest is built so you never have to hand it over.
Nothing to sign up for. Open the app, drop your CSVs, see your portfolio. An optional account exists only to carry your data across devices.
Each browser gets its own isolated session that expires on its own. Visitors can never see each other's data.
Your browser keeps a local IndexedDB mirror of everything you've loaded and silently replays it when needed β so your portfolio survives refreshes, restarts and redeploys while the server stores nothing durable unless you deliberately create an account.
Run the assistant on Ollama or LM Studio and your portfolio never leaves your machine. API keys you enter are encrypted at rest and scoped to your own session or account β never a server-wide config, never mirrored to your browser.
The full story β guest sessions, the browser backup, accounts, API-key custody, what reaches an LLM provider, and what the desktop app keeps entirely on your own disk β is in the Privacy & your data chapter of the docs.
| Fortunest | Portfolio Performance | Sharesight | Getquin | |
|---|---|---|---|---|
| Built-in AI assistant | β | β | β | β |
| Works with local LLMs (Ollama, LM Studio) | β | β | β | β |
| No account needed β data stays yours | β | β | β | β |
| Broker & exchange CSV import | β | β | β | β |
| Benchmark & risk analytics | β | β | partial | partial |
| Earnings calendar with in-app filings | β | β | β | partial |
| Free | β | β | partial | partial |
Indicative comparison as of July 2026, based on each product's public feature pages β "partial" means the capability exists in a limited form or behind a paid plan. Check each product for current details.
The same dashboard as a native Mac & Windows app β the full engine runs on your computer, your portfolio lives in a database on your own disk, and it keeps working without an internet connection.
localhost β your portfolio never leaves the machine, even for the AI.The Mac build is signed and notarized by Apple β it opens straight from the download. The full privacy picture is in Privacy & your data.