YOUR WEALTH MADE CLEAR. YOUR DATA UNDER CONTROL.

How much is your wealth really worth? How is it evolving? Is it diversified enough?

Patrimoney helps you track, understand and plan your financial future, without creating an account.

Real estate, life insurance, stocks, ETFs, retirement plans, savings, REITs, gold, business shares and loans: manage your entire wealth in one place.

A CLEAR VIEW OF YOUR WEALTH

- Track your net worth, total assets and debts.
- Explore your asset allocation.
- Include loans, repayments and monthly contributions.
- Manage jointly owned assets according to your ownership share.

UNDERSTAND YOUR FINANCIAL SITUATION

- Overall wealth score out of 100.
- Analysis of diversification, debt, emergency savings and savings effort.
- Identify the factors influencing your score.

TRACK YOUR PROGRESS AND PLAN AHEAD

- Monthly wealth history.
- Long-term projections with different scenarios.
- Track investments and savings over time.
- Detailed charts in nominal or inflation-adjusted values.

INDIVIDUAL AND FAMILY WEALTH

- Manage multiple profiles and household finances.
- Track shared assets without double counting.
- Take your family and tax situation into account.

YOUR WEALTH IS PERSONAL. SO IS YOUR DATA.

Privacy is built into Patrimoney.

- No account required and no ads.
- No Google Analytics or Firebase.
- Financial data stored locally on your device, never on our servers.
- App lock with fingerprint or PIN.
- Hide amounts whenever you want.
- Delete your personal data from the settings.

BACKUPS UNDER YOUR CONTROL

Choose where to save your data:

- Your personal Google Drive.
- A file on your device.
- Or no backup at all.

Backups can be encrypted with a password, an option selected by default.

- Automatic backups, including in the background.
- Password stored securely on Android.
- Limited Google Drive access to files created by Patrimoney.
- Restore your data when needed.

EXPLORE WITHOUT ENTERING PERSONAL DATA

Try demo mode with fictional financial information.

GO FURTHER WITH PATRIMONEY PREMIUM

- Automatic price updates for stocks, funds, gold and real estate funds.
- Investment fee analysis and long-term impact.
- Estimated taxes when selling assets.
- After-tax rental property returns.
- Wealth comparison with French households using INSEE data.
- Personalized, data-based suggestions to improve your wealth score.
- Advanced goals and projections.
- Tax reminders and PDF wealth reports.
- Full history and additional profiles.

BUILT TO EVOLVE

Patrimoney is regularly updated to make wealth tracking simpler and more useful.

Available in English, French, Spanish, German and Italian. Tax features are tailored to France.

Understand your wealth and take control of your financial future.

Patrimoney provides informational tools only. Scores, estimates and projections are indicative and do not constitute investment advice.

FT Mobile Studio

Additional Information