One glance.
Everything there.
The overview adds up every position: real estate, portfolio, accounts, loans, inventory, metals. Your net-worth curve builds itself – one point per day, no upkeep.
A portfolio that
maintains itself.
Type an ISIN, done: name, price and dividend load automatically. One tap on “Live prices” refreshes the whole portfolio – including profit and loss per position.
Dividends,
before they arrive.
Fortvio researches payouts and payment months on its own. The calendar shows when each security pays – and the forecast, what the next 12 months will add up to.
Expenses sort
themselves.
Drop in a CSV statement – columns are detected, merchants categorized automatically, new rules keep learning. Works with DKB, N26, Trade Republic and practically any bank.
Rents under control,
month by month.
Properties and units with base and gross rent. The year view shows every rent status at a glance – with costs, charges and financing per property.
The overview adds up every position — your net-worth curve builds itself, one point per day.
Type an ISIN, done: name, price and dividend load automatically — including profit and loss per position.
Payouts and payment months are researched automatically — with calendar and 12-month forecast.
Drop in a CSV statement: columns detected, merchants categorized, rules keep learning.
Base and gross rent per unit, rent status in the year view, costs and financing per property.




