Patrice never asks for your banking credentials. You enter your wealth yourself, like a tax return. That's it.
No connection to your bank: no copy of your statements passes through our servers. Patrice doesn't know how much you earned this month — unless you enter it.
Automatic bank connections are fragile: one change on the bank's side and everything breaks. We've seen too many aggregators shut down. Patrice depends on no one to keep working.
Your wealth doesn't need watching every hour. Once a month, like a visit to your bank adviser, is exactly the right tempo — and Patrice isn't one more notification.
Proton encrypts your messages end to end: even they can't read them. Patrice doesn't connect to your banks: we can't see what we don't store.
A little less convenient on paper. Far cleaner over time.
None goes through your bank.
Short forms: an account, a balance, a date. About 30 seconds per line.
PEA · €68,400 · as of 31/05/2026You write in plain words; Patrice reads, sorts and confirms. The fastest way to enter data.
« I have €12,000 in my PEA at Bourse Direct. »You download the statement from your bank, then drop it into Patrice. Everything stays on your side.
pea-statement-may.csv → drop