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Investment practice and research app

Fortuity Investments

Virtual portfolios from any date, a decision journal, and research on prices and filings.

Runs on
Web
Developer
Epiphani Studios

About

Fortuity Investments is a practice and research app for investing. Start virtual, real, or hybrid portfolios on any date back to 2000, and see how a strategy would have done with each decision's inputs logged at the time it was made.

A decision journal records each call and scores it at its horizon, so you learn from your own track record by quarter, person, reason, or kind of call. Autopilot portfolios follow a rule on their own, and Compare lines portfolios up side by side with up to five tickers and a benchmark.

Research puts ten years of prices, SEC filings, insider trades, and analyst consensus beside your portfolios. Financials open with the latest year in one sentence, and dividend income shows by holding with a forecast for the next 12 months at today's pace.

Portfolios from any date

Build virtual, real, and hybrid portfolios and start them on any date back to 2000, saved backdated or tracked forward with a monthly rebalance.

What if

Replay twelve strategies and custom mixes point in time on total-return prices, with the inputs behind each decision logged.

Decision journal

Record a call with its reason and horizon, and see it scored when the horizon arrives. Compare sets of calls by quarter, person, reason, or kind.

Autopilot portfolios

Rule-following portfolios trade on their own as events arrive, with open positions marked to the latest close.

Compare

Put portfolios side by side with up to five tickers, each line labeled with its name and ending value, and a benchmark that follows your deposits and withdrawals.

Research

Ten years of prices, SEC filings, insider trades, and analyst consensus, with dividend income charted by holding and a forecast for the next 12 months.

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