You are correct, the data is not client side encrypted. Data entry is either manual, or for many major brokerages we offer a drag/drop import of CSVs. There is also a generic CSV upload capability.
Good valid points here though on being in the privacy 'middle ground'. There is some trust involved with having your transaction data live on our server, and that we execute correctly on our promise of only extracting transaction data from the (optional) CSV upload process.
Your comments have sparked some ideas on how we could go deeper in the privacy direction, so thanks for taking the time!
EDIT: Noted on the landing page having more emphasis on the full asset type support, thanks for the feedback.
FortunesRise was born from my desire to understand the performance of my investments and make better investing decisions. I was frustrated that I could not easily compare how my stocks, retirement accounts, rental property, and cryptocurrencies were all doing relative to each other. Without that information, I didn't feel like I was in full control.
I went looking for solutions and found some interesting options - but most of them required me to give up my bank and brokerage login data. For me this was a non-starter. I was just not comfortable entrusting a company with that sensitive information no matter how well intentioned they were.
Thus, FortunesRise was born. We strive to pack key information into an intuitive and easy to compare format. The goal is to have data to understand both past performance and to guide decisions on what to do next. FortunesRise is simply a tool for making better investing decisions, we don't sell your data to anyone or push investing advice and products.
I hope some of you out there will find FortunesRise as useful as I do. I use it pretty much every day and it has improved my own investing significantly. Feel free to ask me any questions about the app or the development process, I'm happy to help out my fellow investors and makers!
I have been working on this investment tracker for the past 3+ years. What started as a set of spreadsheets and python scripts has slowly evolved as my daily driver for keeping tabs on my investments across many asset classes.
Of course, I took the time to productize it, but at the end of the day whether I find people who resonate with the product or not, I'm happy to continue refining it. My ultimate goal is to never have to go to other sites or use other means (notes, financial news sites, watchlists, etc.) for keeping tabs on my stocks, crypto, real estate - the total picture.
Feel free to pop on over and give the free trial a spin, love to hear any and all feedback from those who resonate!
Good valid points here though on being in the privacy 'middle ground'. There is some trust involved with having your transaction data live on our server, and that we execute correctly on our promise of only extracting transaction data from the (optional) CSV upload process.
Your comments have sparked some ideas on how we could go deeper in the privacy direction, so thanks for taking the time!
EDIT: Noted on the landing page having more emphasis on the full asset type support, thanks for the feedback.