PatriMOI – Track your assets and budget in one place.

 

PatriMOI brings your wealth and budget together: bank accounts, rental properties, crowdlending, crypto, stocks and everyday expenses, all in one dashboard. No more logging in everywhere just to know where you stand: import your statements, and PatriMOI keeps everything up to date and centralized.

 

Track the evolution of your net worth, across all your accounts and investments, day after day.

 

Bank accounts, real estate, crowdlending, crypto, stocks: every asset you track contributes to a single curve — your actual net worth. You can immediately see whether you're making progress, without having to recalculate anything manually.

 

See the performance of each of your investments — crowdlending, crypto, stocks — to know exactly what's generating returns for you.

 

 

Beyond the overall amount, PatriMOI breaks down performance investment by investment. You can see which of your investments is actually driving your wealth upward, and which one is stagnating — a view that most personal spreadsheets cannot keep up to date over time.

 

And keep an eye on your budget: income, categorized expenses, and what you actually have left each month.

 

 

Because your wealth doesn't tell the whole story, PatriMOI also tracks your day-to-day finances: salaries, categorized expenses, month after month. You finally know what's left after paying rent, groceries and subscriptions — without manually entering a single line.