Fortvio – Wealth Dashboard

Fortvio brings your entire wealth onto one screen – portfolio, real estate, accounts, loans, stakes and precious metals. The app calculates your net worth, cash flow and path to financial independence in real time. No spreadsheets, no bank login, no tracking.

ONE GLANCE. EVERYTHING THERE.
• Net worth with a history curve – one point per day, built automatically
• Asset allocation across all asset classes
• Key figures: portfolio, rents, dividends, cash, savings rate, interest
• Fully customizable dashboard: add, arrange and remove widgets

A PORTFOLIO THAT MAINTAINS ITSELF
• Add stocks & ETFs by ISIN – name, price and dividend load automatically
• Live prices with profit/loss per position
• Import your portfolio via CSV or PDF statement
• Precious metals in ounces or grams with live prices

DIVIDENDS, BEFORE THEY ARRIVE
• Dividend calendar with upcoming payouts
• 12-month forecast and yield per position
• Tax view: allowance usage and withholding-tax estimate

REAL ESTATE UNDER CONTROL
• Properties, units, base and gross rent
• Rent status per month: received, pending, missing
• Costs & charges per property, financing with outstanding debt
• 10-year value forecast

CASH FLOW WITHOUT THE CHORES
• Import bank statements as CSV or PDF – categories are assigned automatically
• Rules keep learning, loan payments flow in automatically
• Income, expenses and savings rate per month

FIRE FORECAST
• When will you be financially independent? 30-year projection with savings rate, return and inflation

YOUR DATA BELONGS TO YOU
• Works entirely without an account – all data stays on your device
• Export a JSON backup and restore it on a new device
• Optional free account (Apple, Google, email) – cloud sync is part of Pro
• English and German, EUR/USD/CHF/GBP, dark mode, iPhone and iPad

FORTVIO PRO
Tracking and analysis are free forever. Pro unlocks cloud sync across all devices, PDF import, the dividend calendar with forecast and tax view, portfolio history vs. MSCI World, the real-estate value forecast, and unlimited positions and properties. Billed through your App Store account, cancel anytime; the yearly plan includes a 14-day free trial.

Fortvio is a private wealth cockpit, not investment or tax advice. Prices come from third-party providers and may be delayed.

Privacy policy: https://fortvio.com/datenschutz.html
Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/