# Fortvio – Wealth Dashboard — Portfolio, Real Estate & FIRE > Comprehensive personal finance dashboard for tracking wealth and financial goals. (iPhone/iPad app by David Steinbrede.) - Source: https://appshunter.io/ios/app/fortvio-wealth-dashboard/id6801198528 (this page in markdown: same URL + `.md`) - Developer: [David Steinbrede](https://appshunter.io/developer/1895736378) - Category: Finance, Productivity - Price: Free with in-app purchases - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 15.0 · 15 MB - Languages: American English - Released: 2026-09-11 - Data updated: 2026-10-14 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/fortvio-wealth-dashboard/id6801198528/reviews.md ## What is Fortvio? 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/ ## Key features - Consolidated wealth overview - Real-time net worth tracking - Portfolio and dividend management - Real estate tracking and forecast - Automated cash flow analysis - Financial independence projection ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Fortvio Pro Monthly | $3.99 | per month | | Fortvio Pro Yearly | $29.99 | per year | ## Frequently asked questions about Fortvio ### What is Fortvio? Fortvio is a personal finance dashboard that consolidates your portfolio, real estate, accounts, and loans onto one screen. It calculates your net worth and cash flow in real-time, helping you track progress towards financial independence. ### How does Fortvio handle data security? All your data stays on your device as Fortvio works entirely without an account. You can export a JSON backup and restore it on a new device. An optional free account is available for cloud sync in the Pro version. ### What features are included in Fortvio Pro? Fortvio Pro unlocks cloud sync across devices, PDF import, a dividend calendar with forecast and tax view, real-estate value forecast, and unlimited positions and properties. Tracking and analysis are free forever. ### What is the pricing for Fortvio Pro? Fortvio Pro is available with a monthly subscription for $3.99 or a yearly plan for $29.99. The yearly plan includes a 14-day free trial. Billing is handled through your App Store account, and you can cancel anytime. ### Does Fortvio offer a free trial for Pro features? Yes, the yearly subscription plan for Fortvio Pro includes a 14-day free trial, allowing you to experience the premium features before committing. ### What devices is Fortvio compatible with? Fortvio is available for iPhone and iPad. It supports English and German languages and multiple currencies including EUR, USD, CHF, and GBP. ### How often is Fortvio updated? The latest version of Fortvio is 1.3.5, which was last updated on September 23, 2026. Updates typically include new features, bug fixes, and performance improvements. ### Can I import my financial data into Fortvio? Yes, you can import your portfolio via CSV or PDF statement. Bank statements can also be imported as CSV or PDF, with categories assigned automatically. ## Version history (last 4 releases) ### 1.3.5 — 2026-09-23 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. ### 1.2.3 — 2026-09-13 New in 1.2.3 • Tab bar tip: after a few launches, Fortvio shows you how to assign the three middle tabs yourself. • Tidier settings: appearance, language and currency in one compact card, subscription right below your account. • Demo mode: input forms now show up front that a free account is needed to save. • New preview video and screenshots on the App Store. • Small improvements to usability and stability. Enjoying Fortvio? A rating on the App Store helps us a lot. ### 1.2.1 — 2026-09-11 New in 1.2.1 • Tab bar tip: after a few launches, Fortvio shows you how to assign the three middle tabs yourself – e.g. loans or accounts instead of real estate. • New preview video and screenshots on the App Store. • Small improvements to usability and stability. Enjoying Fortvio? A rating on the App Store helps us a lot. ### 1.1.11 — 2026-09-11 No release notes. ## Apps similar to Fortvio | App | Rating | Price | Category | | --- | --- | --- | --- | | [Scaryfolio](https://appshunter.io/ios/app/scaryfolio/id6755882228) | — | Free | Finance | | [Coin Portfolio: Crypto Tracker](https://appshunter.io/ios/app/coin-portfolio-crypto-tracker/id1582815359) | 1.5 (2) | Free | Finance | | [CoinCurrently: Private Crypto](https://appshunter.io/ios/app/coincurrently-private-crypto/id1543974454) | 4.4 (75) | Free | Finance | | [Crypto Watchlist](https://appshunter.io/ios/app/crypto-watchlist/id891428099) | — | Free | Finance | | [Bitverse: Discover Web3 Wealth](https://appshunter.io/ios/app/bitverse-discover-web3-wealth/id1645515614) | 4.5 (23) | Free | Finance | | [SORA Wallet: Polkaswap](https://appshunter.io/ios/app/sora-wallet-polkaswap/id1457566711) | 4.5 (28) | Free | Finance | ## More apps by David Steinbrede - [HuntrMap: Maps, Wind, Weather](https://appshunter.io/ios/app/huntrmap-maps-wind-weather/id6764331578) All apps by David Steinbrede: https://appshunter.io/developer/1895736378 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-14.*