Your financial projects are unique.
Your strategy must be too.
Whether your goal is to build family wealth, quit your job, or grow your savings,
we transform your ambition into a clear, testable, and manageable investment strategy.
Efficiency
Why spend weeks reading contradictory guides? Answer a few questions and instantly get a ready-to-use strategy.
Impartiality
We do not sell financial products and take zero commission. Our only interest is the success of your project.
Piloting
Stop checking your app every morning. Receive an alert only if an action is truly necessary for your goals. We take care of the rest.
Control
Stop being at the mercy of market fluctuations. We simplify every step so you know exactly why your money is invested there, and nowhere else.
Discover your ideal investment strategy
Answer 4 simple questions to discover an investment strategy adapted to your profile.
Build an investment strategy that is 100% tailored to your profile and capital.
Get inspired by our ready-to-use strategies.
No need to start from scratch. Use proven, versatile templates to build your own strategy.
Create a strategy step-by-step, in less than 10 minutes
1. Find your investment style
Start with proven frameworks: choose a template, adapt it to your style, and follow a clear and consistent method.
2. Let yourself be guided, step by step
Move forward at your own pace, guided by clear explanations, jargon-free language, and real-world examples to help you find your way.
3. A clear plan, ready to follow
Keep control over your plan: adjust it over time while staying aligned with your objectives.
Manage your wealth by focusing on what matters: your own strategies
Targeted notifications
Stay in control. Manage your portfolio smoothly with personalized alerts.
Anticipate your future passive income
Get a clear view of your passive income, past and future. Track returns and stay aligned with your goals.
Analyze, compare, decide with confidence
Instantly access key data on each asset (stocks, ETFs...). Quickly compare your assets to make the right decision.
Total centralization
View all your bank and investment accounts in one place. Optimize your capital allocation and ensure regular monitoring of your plan.
Who are we?
Investminder was born from the union of three founders with diverse backgrounds: Antoine Boutron, Nordine El Housni, and Thierry Marrec. Together, we wanted to fill a major gap in our education: personal finance mastery. Our mission is to offer you an efficient, accessible, and educational management tool. We have simplified the complexity of the markets so that everyone can manage their investments with clarity and peace of mind. Beyond the code, our approach is sincere and human. We put our expertise and integrity at your service to help you sustainably regain control of your financial future.
What is the cost of Investminder?
Investminder is free and accessible to everyone for discovering and testing the tool. To access all features, you'll need a paid plan: from the Essential plan (1 portfolio and 2 strategies), up to the Elite plan (up to 100 portfolios and strategies).
Could not load plans:
FAQ
You can either connect directly to your bank or broker accounts, or import your positions manually in Investminder. The first option is more convenient, but it's only available with paid plans, as it involves a trusted third-party service that links your bank/broker to Investminder.
Our platform supports a wide range of financial assets, including large and mid-cap stocks and ETFs. If you hold listed assets not yet available on the platform, you can contact us to request their addition.
If you're a beginner, we recommend starting with our ready-made strategies (available in the Strategy section once you're signed in). More advanced investors can create their own step-by-step strategies, test and refine them until they're ready to go live.
Link to the article 'The Strategy, your guide to successful financial investments'.
You will get a global view of your financial assets (as long as they are not too ‘exotic’), but not of your real estate, SCPI shares, or private company stakes.
Absolutely! Investminder is available on all devices, including your smartphone or tablet. However, for a better experience, we recommend using at least a tablet.
The platform only keeps the bare minimum of your personal data. If you decide to leave, most of your data will be deleted. Only billing-related data will be retained for legal reasons (for the mandatory retention period).
Disclaimer: Investminder is a decision-support tool that gives you the keys to build your strategy. We do not provide personalized investment advice.