Fortune Management System


Fortune Management System (FMS) is an online workspace for individual investors and small business owners who want a clearer view of portfolios, trades, reports, and investment activity.

FMS helps you:

  • Manage investment portfolios across multiple brokerage accounts
  • Review account balances, historical performance, queries, and reports
  • Track watch lists, alerts, calendars, and planning tasks
  • Use buy/sell signals for equities based on technical analysis
  • Explore customizable charts with technical indicators and historical data
  • Run financial calculators for common planning questions
  • Track optional real estate investments alongside securities
  • Prepare capital gain/loss reporting information for your tax jurisdiction

FMS is designed to organize investment information and reporting. It does not replace professional investment, tax, or legal advice.