Fortvio – Wealth Dashboard
Portfolio, Real Estate & FIRE
Free · In‑App Purchases
Your entire wealth in one place: portfolio, real estate, accounts, loans and precious metals – with live prices, a dividend calendar and a FIRE forecast.
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/
Ratings & Reviews
New in 1.3.5
• Portfolio history backfilled: Fortvio rebuilds your portfolio value from your positions (and Trade Republic trades) with historical prices up to 2 years back – the MSCI World comparison now shows real curves without collecting snapshots for weeks.
• Portfolio history in euros with MSCI World scaled to the starting value and performance comparison in percent; total net worth on the dashboard now moves with the portfolio.
• Day change per position available right away (previous close from the price service).
• Portfolio: period selector (1M to Max) for the history chart, switchable per-position view (total, cost, day change, ISIN), rearrangeable sections.
• Dividends: review of dividends actually received per year, realised gains from sales (year, last year, total), tax view combines dividends and capital gains.
• Import your Trade Republic export (CSV): choose what to import – expenses & income (auto-categorised), portfolio positions with real cost basis and purchase date, dividends for the calendar. Profit/loss is correct from day one.
• Recurring transactions: enter rent, salary or subscriptions once and mark them as "repeats monthly" – Fortvio applies them automatically every month. Stop any time.
• Reworked categories: sorted by everyday importance, new ones like rent & housing, utilities, mobile plan, health, kids & education – plus create your own categories right when entering a transaction.
• Inventory: groups can be collapsed and expanded, new items default to the group used last.
• Real estate: enter the living area per unit – base rent per m² per unit and on average per property.
• Redeem promo codes right in the paywall, subscription overview also under "More".
• Tidier settings, tab bar tip, demo mode shows up front that an account is needed to save.
• New preview video and screenshots on the App Store.
Enjoying Fortvio? A rating on the App Store helps us a lot.
The developer, David Steinbrede, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Purchases
- Financial Info
- Contact Info
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- David Steinbrede
- Size
- 15.2 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Fortvio Pro Yearly $29.99
- Fortvio Pro Monthly $3.99
- Copyright
- © 2026 David Steinbrede
