Guides and insights to better understand and manage your wealth.
toolsBank aggregators, PSD2, personal data: what happens when an app connects to your bank — and the opposite approach chosen by Patrice.
wealth managementCalculate your net worth in 4 steps: value your assets, list your debts, subtract, and see where you stand against the median for your age. Worked example and free calculator.
wealth managementAverage and median net worth by age bracket: the INSEE figures, why the average misleads, and how to benchmark yourself intelligently.
real estateTD, TOF, reconstitution value, retained earnings: how to read your SCPI quarterly bulletins and track the real health of your shares.
investmentWhy the PEA officially only accepts European equities — and how the synthetic-replication mechanism lets you hold global ETFs anyway. The eligibility rules and how to read an ETF fact sheet.
taxationFrance's default investment tax — 30% on dividends, interest and capital gains outside tax wrappers. What it covers, what it skips, and when the progressive option beats it.
Get a clear, real-time view of all your assets in one place.
