Accounts

Wealth in the sidebar opens /patrimoine, the screen that lists what you own. It opens on your net worth and a double ring: the inner ring splits your assets into three pockets, Available, Invested and Tied up; the outer ring splits each pocket into its categories, laid over it; and the centre holds the total of your assets. The legend under the ring lists each pocket with its categories and their shares. Point at an arc or a legend entry, or tab to it, and it is highlighted while the rest fades; a pocket highlights its categories too.

Below the ring, a table files every category under its pocket, with its value, its share of your assets and the running total. Each row has a bar, all on one scale where the heaviest pocket takes the full length, so you can compare a category’s bar directly with a pocket’s. The number of accounts follows the name, in parentheses. Liabilities come separately, under a heading of their own: a debt counts towards none of the shares above it.

These rows are the way into the categories: the sidebar lists none of them. So a category you hold nothing in has no row; its address still answers, but you have to type it.

The ten categories

Each row opens a page of its own, addressed by one French word:

Page	Category	What files there
/courant	Current accounts	Checking accounts
/livret	Savings accounts	Passbooks, term deposits
/investissement	Stocks & funds	PEA, securities accounts, life insurance
/immobilier	Real estate	Property you own the walls of
/crypto	Crypto	Wallets
/papier	Paper real estate	REIT shares
/crowdlending	Crowdlending	Lending platforms
/objets	Objects & collections	Watches, metals, art
/passif	Loans / liabilities	What you owe
/autre	Other	Everything else

The category is deduced from the type you picked when you created the account; you never choose it. A PEA files under Stocks & funds whatever you call it.

Inside a category

A category page has two tabs. The first lists what the category holds, under Accounts, or under Properties for real estate, the one category that shows a card per property rather than a table (Real estate). The second, Movements, lists what has gone through it.

Above the table the first tab shows up to three blocks, each only when it has something to show: Performance over the period you pick, Breakdown by account as a ring, and Analysis (ongoing charges and sector split), which appears only once the category holds an account that carries securities.

Inside an account

Clicking a row opens the account, at /<category>/compte/<id>. It has three tabs, or four:

1. Lines on a PEA, a securities account, a life insurance contract or a crypto wallet; Details on an account whose whole value is a balance you typed. See Holdings.
2. Movements: every cash operation, dated order and balance change on this account.
3. Tax, shown only when the account has a latent taxable gain to estimate.
4. Settings, which is the account’s own, not the application’s. See Account settings.

Two views cut across the categories

A tab bar over the wealth screen offers Overview, Your operations (/operations), the single ledger of every payment in and out, and Your lines (/lignes), every security you hold whatever the account. The last one appears only once you hold a line.

This Overview is the wealth screen itself, /patrimoine, and not the landing screen at /, which the left-hand menu also calls Overview. The French interface tells the two apart as Vue d’ensemble here and Synthèse there.