InvestPilot Épargne

Bring your accounts and savings together

Record balances held across institutions and currencies to understand your available cash without switching between multiple applications.

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What the module lets you do

Centralize institutions

Current accounts, savings products and cash in one overview.

Respect every currency

Store the original currency and view useful indicative conversions.

Understand your liquidity

See totals and the place of cash within your complete wealth.

Control sharing

Choose who can read or update the banking section.

Every bank account type in one place

Whatever the account type, record it and follow it alongside the rest of your wealth.

Compte courant

Everyday transactions and incoming/outgoing payments.

Compte épargne / livret

Money set aside, available at any time.

Compte à terme

Savings locked in for a fixed period, usually at a better rate.

PEE — Plan d’épargne entreprise

Employee savings plan funded through your employer.

PERCO — Plan d’épargne pour la retraite collectif

Collective retirement savings plan.

PER — Plan d’épargne retraite

Individual or collective retirement savings plan.

Compte-titres / PEA

For investing in stocks and other listed securities.

Assurance-vie

Savings and estate-planning vehicle.

Mobile money

Mobile wallet, treated as immediately available cash.

Autre compte

Any other bank or savings product not listed above.

Example overview

Current accounts4 500 €

Savings accounts14 000 €

Total available savings18 500 €

Stop managing your cash in fragments

ETIT -4,29% 67 F Vol: 888,9 k SNTS -8,34% 36 000 F Vol: 22,4 k SDSC -13,04% 2 635 F Vol: 19,2 k BOAS +2,99% 8 445 F Vol: 18,3 k ONTBF +1,05% 2 900 F Vol: 14,6 k BOABF +1,11% 9 090 F Vol: 13,9 k SPHC +10,84% 9 200 F Vol: 13,1 k UNXC +0,63% 2 415 F Vol: 12,4 k STBC +2,21% 22 690 F Vol: 12,0 k BOAM -6,99% 6 650 F Vol: 11,9 k SIVC -1,46% 2 365 F Vol: 8,8 k BOAN +0,89% 5 645 F Vol: 8,6 k BOAB -0,99% 10 000 F Vol: 8,4 k SEMC -7,05% 1 450 F Vol: 8,0 k LNBB +0,13% 4 005 F Vol: 7,5 k FTSC +1,65% 2 155 F Vol: 7,4 k BOAC +2,42% 12 700 F Vol: 7,0 k SHEC -3,92% 2 450 F Vol: 6,5 k TTLS -5,27% 3 685 F Vol: 6,4 k SLBC -1,07% 37 500 F Vol: 5,6 k TTLC +8,23% 3 550 F Vol: 5,5 k ORAC -5,57% 21 200 F Vol: 5,4 k CIEC -5,92% 6 680 F Vol: 5,2 k NEIC +1,82% 2 800 F Vol: 4,9 k CABC +1,45% 3 500 F Vol: 4,8 k SGBC -0,52% 38 500 F Vol: 4,7 k BICB -18,56% 8 510 F Vol: 4,6 k ORGT -0,78% 3 180 F Vol: 4,1 k SCRC +2,58% 3 375 F Vol: 3,7 k STAC +0,97% 2 600 F Vol: 3,6 k

PTRC.O1 13 000 F TPCI.O89 12 100 F TPNE.O5 11 550 F TPBF.O9 11 500 F BIDC.O5 11 500 F TPBF.O4 11 070 F SUKCI.S2 10 800 F TPCI.O75 10 700 F TPBJ.O1 10 500 F TPCI.O76 10 500 F TPBJ.O2 10 500 F TPCI.O10 10 400 F TPBF.O23 10 300 F SUKTG.S1 10 300 F TPCI.O27 10 250 F FSNBBF.O1 10 245 F TPCI.O31 10 230 F TPCI.O11 10 085 F EOM.O23 10 000 F TPCI.O101 10 000 F CRRH.O10 10 000 F TPCI.O25 10 000 F TPCI.O26 10 000 F BOAC.O2 10 000 F TPCI.O36 10 000 F TPBJ.O7 10 000 F EOM.O16 10 000 F TPBF.O26 10 000 F TPCI.O42 10 000 F TPCI.O83 10 000 F

BRVM-C +0,62% 556,19 pts YTD: +1,70% BRVM-CONSOMMATION-DE-BASE +0,40% 281,23 pts YTD: +1,51% BRVM-CONSOMMATION-DISCRETIONNAIRE +0,70% 213,17 pts YTD: -0,87% BRVM-ENERGIE +0,64% 179,72 pts YTD: -0,11% BRVM-INDUSTRIELS -1,01% 231,36 pts YTD: +0,12% BRVM-PRES +0,62% 202,10 pts YTD: +1,47% BRVM-PRIN +0,67% 407,94 pts YTD: +0,78% BRVM-SERVICES-FINANCIERS +0,93% 260,39 pts YTD: +0,56% BRVM-SERVICES-PUBLICS -0,79% 294,45 pts YTD: +3,30% BRVM-TELECOMMUNICATIONS +0,47% 144,68 pts YTD: +3,44% BRVM-C-TR +0,62% 223,88 pts YTD: +1,70% BRVM-30 +0,59% 269,31 pts YTD: +1,97%