INVESTPILOT · Investment and wealth management

Track the BRVM and manage your investments and wealth

All your wealth, finally brought together.

Stocks, real estate, savings and bank accounts are consolidated into one clear, actionable view.

Market data is collected regularly from official sources and is provided for information only.

One space, every investment

Manage each asset class on its own terms

Each section provides the tools and indicators needed for the corresponding investment.

Stock market

Follow African exchanges, manage your securities accounts and understand the real performance of your holdings.

  • Stocks, bonds and indices
  • Transactions, fees and dividends
  • Performance and benchmark comparison

Real estate

List your properties and centralize the information needed to monitor your real estate wealth.

  • Properties and declared values
  • Key information and notes
  • Shared read or write access

Savings and bank accounts

Bring together current accounts, savings products and available cash to avoid a fragmented view.

  • Balances by institution
  • Currencies and account details
  • Consolidated cash position

Funds / UCITS / FCPE

Explore collective investment funds and understand their exposure, benchmark and sustainability classification.

  • Classification by asset class
  • AMF and SFDR information
  • Official source and risk details

See what InvestPilot gives you

A consolidated view of your wealth, followed by the detailed indicators for each investment. Visualize the status of every category and steer your entire financial organization from a single dashboard.

  • Overview by asset class
  • Training and decision support
  • Premium portfolio sharing

Your wealth

Stock market52 400 €
Real estate145 000 €
Savings32 800 €
Cash18 300 €
Available today18 300 €
Available < 5 years12 700 €
Available >= 5 years45 200 €
Retirement20 100 €

Stock portfolio focus

Current value4 850 000 FCFA
Amount invested4 200 000 FCFA
Fees + taxes84 500 FCFA
Gain+565 500 FCFA
Performance+13,47 %
Dividends186 000 FCFA
InvestPilot portfolio dashboard showing performance, holdings and dividends
Automatic import

Import your statements. InvestPilot does the rest.

The platform identifies the holder, products, funds, values and availability dates contained in supported statements.

PDFCSVOFXQFXExcelXLSB

The original file is not retained after analysis.

Synthese_20260831.xlsbStatement ready for analysis
Statement analysisInvestPilot
Holder identified
3 plans detected
5 funds identified
Availability dates detected
23 941,34 € consolidated
Same data, two readings

A flat statement tells you nothing. InvestPilot gives it depth.

A broker statement shows frozen numbers at a single point in time, with no perspective. InvestPilot turns that same data into performance over time, visual breakdowns and usable trends.

  • Evolution over time, not a frozen snapshot
  • Diversification by sector and country, at a glance
  • Dividends earned and upcoming, tracked automatically

Without InvestPilotWith InvestPilot

Analysis

Spot concentration risks before they become a problem.

A diversification score calculated from your asset classes, countries, sectors and institutions, so you know at a glance where to strengthen your wealth.

  • A global score recalculated every time your data changes
  • Breakdown by asset class, country, sector and institution
  • Available liquidity and concentration of your largest positions
68/100Diversification

Descriptive score calculated from your currently available data.

Asset classes14,5 / 20

5 asset class(es) valued

Countries13,0 / 20

8 countries or zones reported

Sectors15,0 / 20

9 market sector(s) reported

Financial institutions11,0 / 15

7 institution(s) reported

Step 5 · Take action

Know what to reinforce, what to trim.Premium

Rank your stocks by real return — gain per share held — to spot at a glance which positions to reinforce and which ones it may be time to trim before placing a new order.

Top 5 returns

1
ACT01Société A🇧🇯 Benin
+3,38 EUR/share+20,43 %
2
ACT02Société B🇸🇳 Senegal
+9,75 EUR/share+16,66 %
3
ACT03Société C🇨🇮 Ivory Coast
+4,82 EUR/share+14,94 %
4
ACT04Société D🇨🇮 Ivory Coast
+6,79 EUR/share+12,76 %
5
ACT05Société E🇧🇫 Burkina Faso
+5,56 EUR/share+10,88 %

Bottom 5 returns

1
ACT06Société F🇸🇳 Senegal
-0,52 EUR/share-4,11 %
2
ACT07Société G🇨🇮 Ivory Coast
-0,48 EUR/share-3,09 %
3
ACT08Société H🇨🇮 Ivory Coast
-0,01 EUR/share-0,09 %
4
ACT09Société I🇨🇮 Ivory Coast
+0,20 EUR/share+0,74 %
5
ACT10Société J🇨🇮 Ivory Coast
+0,52 EUR/share+1,48 %
Automatic currency conversion

Your investments, in the currency of your choice.

Whatever the original currency of an investment, InvestPilot converts and consolidates its value in your preferred display currency.

Compare accounts and assets without doing the calculations yourself. Indicative conversions remain visible in tooltips.

FCFAEURUSD
Original investment1 000 000 FCFA
Preferred currency1 524,49 EUR
Indicative example — exchange rates may change.

Markets — BRVM and BVMAC

A few indicators at a glance. Full tables remain available on the dedicated pages. View stocks · View bonds

47 listed stocks

Stock market

Quickly identify the strongest movements and the most or least actively traded stocks on BRVM.

12 tracked indices

Stock market indices

Follow the market benchmarks at a glance, with their latest level and short- and long-term performance.

All indices
268 listed bonds

Bond market

Review current prices, accrued coupons and maturity dates for bonds listed on BRVM.

All bonds

Learn before deciding

Understand markets, key indicators and investment vocabulary through a progressive learning path.

Start training

Wealth inventory

A centralized inventory of every account, contract and asset, so your spouse, children or heirs never have to dig through paper documents — and never risk missing a forgotten account.

  • Every account and asset in one place
  • Secure sharing with a trusted person
  • Nothing forgotten when it matters most

Ready to understand your wealth?

Bring your investments together and get a clear overview in minutes.

Start for free