Investa Patrimoine

Investa Patrimoine

Suivi de Portefeuille & Budget

0 ratings
2 reviews
Free
In-App Purchases

Details

Released
August 10, 2026
Updated
November 5, 2026

Features

Investa Patrimoine screenshot #1 for iPhone
Investa Patrimoine screenshot #2 for iPhone
Investa Patrimoine screenshot #3 for iPhone
Investa Patrimoine screenshot #4 for iPhone
Investa Patrimoine screenshot #5 for iPhone
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About

Manage your entire financial portfolio from one secure dashboard. Track investments, analyze spending, and plan for future goals with comprehensive tools. Centralize all your assets for a clear overview of your wealth.

✓Secure bank and investment account synchronization
✓Real-time net worth tracking
✓Consolidated view of diverse assets (stocks, real estate, crypto, etc.)
✓Automated expense categorization
✓Savings capacity monitoring
✓Financial projection simulators
✓Customizable financial goal setting
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What's New in Investa Patrimoine

2.0

November 5, 2026

Tous les jours, nous visons à rendre notre application meilleure que la veille. Téléchargez la dernière version pour profiter des dernières fonctionnalités. Cette version comprend des corrections de bugs et des améliorations.

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Subscriptions & In-App Purchases

Investa Plus Mensuel

Accès illimité à toutes les fonctionnalités Plus.

$9.991 Month
3 Days trial
How to cancel Investa Patrimoine subscription ⁉️

User reviews

Un outil indispensable pour bien gérer son argent

Depuis que j’utilise cette app, je n’ai jamais été aussi serein quant à la gestion de mes finances personnelles. Les tableaux de bords sont clairs et illustrent bien la répartition de nos actifs, le budget est un atout majeur, les simulateurs sont vraiment pertinents. Je conseil à quiconque pour dormir sur ses deux oreilles !
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Enfin un suivi fiable de mes placements !

Après avoir testé de nombreuses applications de suivi de patrimoine, celle-ci répond enfin à mes attentes. La fiabilité de la synchronisation de mes comptes, le suivi de mon budget et la création d’objectifs qui me correspondent vraiment : cette app a su répondre à mes vrais besoins. J’aime beaucoup la manière dont elle répartit mes placements (Bourse, immobilier, private equity…). J’attends avec impatience les nouvelles fonctionnalités !
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FAQ

What is Investa Patrimoine?

Investa Patrimoine is a personal finance application designed to help users track, analyze, and grow their wealth. It allows for the centralization of various assets and provides tools for budgeting and financial planning.

Is Investa Patrimoine free to use?

The base version of Investa Patrimoine is free to download and use. However, it offers premium subscription plans, 'Investa Plus Mensuel' and 'Investa Plus Annuel', for enhanced features.

What are the subscription options for Investa Plus?

Investa Plus offers a monthly subscription for $9.99 and an annual subscription for $99.99. Both plans include a 3-day free trial period.

How secure is Investa Patrimoine?

The application uses secure, encrypted, and confidential synchronization with financial institutions through its partner Powens. This ensures the safety of your connected bank and investment accounts.

What types of assets can I track with Investa Patrimoine?

You can track a wide range of assets including stocks, real estate, private equity, cryptocurrencies, bonds, commodities, alternative assets like collectibles, savings accounts, and cash.

Does Investa Patrimoine have ads?

No, Investa Patrimoine does not contain advertisements. The application is ad-free, allowing for an uninterrupted user experience.

What devices does Investa Patrimoine support?

Currently, Investa Patrimoine is supported on iPhones. The latest version is 2.0, and it was last updated on November 5, 2026.

How often is Investa Patrimoine updated?

The application was last updated on November 5, 2026, with version 2.0. This indicates a commitment to regular updates and improvements for its users.