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Your Wealth Control Center

Total centralization of your assets. Stop juggling multiple banking apps: enjoy a single view to optimize your allocation and confidently track your portfolios.

Dashboard Overview
Dashboard Details

Regain Control of Your Financial Future

A clear and serene interface to steer your strategy.
Unified View

All your bank and investment accounts brought together in one secure space.

Asset Dashboard

A dedicated interface to precisely track your market assets (stocks, ETFs).

Smart Alerts

Receive an alert only if an action is truly necessary. Say goodbye to compulsive checking.

Passive Income

A clear view of your past and future dividends to stay aligned with your goals.

Import your data with ease

Two methods to synchronize your wealth according to your preferences.

Direct Synchronization

Automatic synchronization via industry-leading partners for a smooth and secure experience.

Powens Logo
Powens

European leader in financial data aggregation, licensed by ACPR. Perfect for your bank accounts and EU savings plans.

Snaptrade Logo
Snaptrade

The international standard for real-time connection to global brokers and exchanges (Interactive Brokers, etc.).

Manual Entry

Freedom to enter your positions for total control and maximum privacy.

Use Case:

Ideal if you prefer not to connect your accounts for total privacy.

Transparency and Scope

We are specialized in financial markets.

Included Assets

A comprehensive view of your financial assets: large and mid-cap stocks, and ETFs.

Acknowledged Limits

We do not cover real estate, SCPIs, or private equity.

The Security Pillars

Your data is protected by the highest banking standards.
Read-Only Access

Investminder can never initiate transfers or withdrawals from your accounts.

Trusted Partners

Secure aggregation via certified leaders (Powens, Snaptrade). Secure payments via Stripe. Authentication via Auth0.

Absolute Privacy

Your banking credentials are never stored or visible to Investminder.

Why choose us?

Our model is built on impartiality. We do not sell financial products and take zero commission. Our sole objective: the success of your investments.

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