Financial planning & investment dashboard

Your fortune,
planned in one place.

Fortunier brings your net worth, investments, and goals into a single calm view — built for people who want clarity, not another spreadsheet. We're putting on the finishing touches.

Launch countdown 09 Jan 2027
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Status: in final review — dashboards, planning tools and account linking are all built and being tested.

What's coming

Three tools, one ledger.

Everything below will be live on launch day — no waitlist tiers, no staged rollout.

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Net worth tracker

Link your accounts and watch assets, debts, and cash settle into one running total — updated automatically, no manual entry.

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Investment dashboard

See your holdings by allocation, performance, and risk, with plain-language notes on what's driving each move.

Goal-based plans

Set a target — a house, retirement, a year off — and Fortunier shows the savings rate and timeline to get there.

Be at the front of the ledger.

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