Fortunest Reviews & Product Details

Fortunest combines portfolio tracking, trading simulation and historical strategy backtesting in a clear, customizable dashboard. Track stocks, ETFs, crypto and custom assets across supported brokers and exchanges, with returns, allocation, risk, dividends and multi-currency analysis. Its portfolio-aware AI assistant answers questions about your holdings, investigates risk, navigates views and runs supported simulations and backtests. Choose hosted AI or local models through Ollama or LM Studio. Pro connects external agents through MCP. Arrange dashboard cards, explore hypothetical trades and contribution plans, and compare historical scenarios from dated transactions. Simulations do not execute brokerage orders. Use the web or desktop app. The core dashboard is free without an account, within plan limits. Pro is €6.99/month or €69/year before applicable VAT. Desktop data can stay local; optional hosted sync and cloud AI share data needed for those services.