The tracking of your investments
Investing shouldn't be an anxiety-inducing second job. Take a step back: stop checking your app every morning. Follow your plan, not the market's mood.
From theory to reality
You designed a strategy, tested and approved it. Portfolio Tracking ensures reality perfectly matches your plan.
Allocation Gap Tracking
Instantly visualize deviations from your target allocation. If an asset becomes too heavily weighted, your portfolio alerts you.
Assisted Discipline
More than just a snapshot, it's a compass. The tool tells you when to buy or sell to stay true to your model.
Indicators that evolve with you
The display adapts to your analytical needs, from the simplest to the most advanced.
Beginner Level: The Overview
Overall performance, capital gains and dividends.
Intermediate Level: The Structure
Detailed exposure by sectors, geographical areas, and currencies to instantly visualize your concentration risks.
Advanced Level: Risk Metrics
Live tracking of your portfolio's real volatility, Sharpe ratio, and the evolution of Max Drawdown compared to your simulations.
A tool that grows with your capital
Start simple and structure your investment pockets as you progress.
Getting Started (Basic & Essential)
Track 1 portfolio for free (up to 10 positions) with 1 linked strategy. Upgrade to Essential to unlock portfolio synchronization and other options.
Structuring (Pro & Elite)
Multiply portfolios (up to unlimited) to smartly separate your strategies: a "Dividends" pocket, a "Momentum" pocket, etc.