All Features
Discover everything Patrimoine360 can do to help you manage and optimize your wealth
Every asset class, one dashboard
From listed shares to collectible watches, Patrimoine360 brings your whole net worth together in one place.
Stock Tracking
Track your stock investments in real-time. Compatible with US and European markets.
- Real-time quotes
- Performance history
- Capital gains and losses
Cryptocurrencies
Bitcoin, Ethereum and over 1000 supported cryptos. Real-time prices.
- 1000+ supported cryptos
- NFT tracking
- Multi-wallets
Bank Accounts
Centralize all your bank accounts and easily track your income and expenses.
- Multi-accounts
- Automatic categorization
- Recurring income
Real Estate
Manage your properties, track their valuation and calculate your profitability.
- Automatic valuation
- Profitability calculation
- Rent tracking
Dividends
Complete dividend calendar with projections and payment history.
- Forecast calendar
- Annual projections
- Payment history
Analytics
Advanced dashboards with interactive charts to analyze your performance.
- Asset class breakdown
- Time evolution
- PDF/CSV export
DeFi Tracking
Track your positions in the decentralized finance ecosystem.
- Solana supported
- Staking tracking
- Yield analysis
Exotic Assets
Watches, art, wine, cars... Track all your alternative investments.
- Customizable categories
- Manual valuation
- Complete history
24 free financial calculators
Tools built for the decisions that matter: buying a home, retirement, financial independence, budgeting. All free, no sign-up needed.
Analyse and steer your wealth
Advanced analysis tools to understand, optimise and project your financial position.
AI analyst
Ask our AI about your portfolio: it reviews your assets and gives you tailored advice and optimisation ideas.
Wealth projections
Project your net worth over 10, 20 or 30 years. Retirement, financial independence and personal goals, with Monte Carlo simulation.
Diversification analysis
A sector and geographic diversification score computed with Shannon entropy, to fine-tune your asset allocation.
Performance and returns
Track the performance of each asset, compute your real returns (TWR/MWR) and compare your progress over time.
Tax and annual statements
Estimate your 30% flat tax, simulate securities capital gains and prepare your investment income tax return.
Budget and savings
Track spending by category, analyse your monthly savings rate and manage your regulated savings accounts.
Premium Features
Unlock the full potential of Patrimoine360
Automatic Bank Sync
Connect your accounts for automatic sync of your balances and transactions.
DeFi Tracking
Track your Solana positions, staking, and DeFi yields.
Unlimited Refresh
Update your data as often as you want for optimized tracking.
Price alerts
Get an email as soon as a crypto or a share hits your target price.
Data export
Export all your assets, transactions and performance to CSV or PDF for your accountant.
Priority Support
Benefit from quick and dedicated assistance for all your questions.
Ready to manage your wealth?
Join thousands of users who trust Patrimoine360