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- Mon Petit Placement
- Mon Petit Placement Vs. Finary: Budget & Money Tracker
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Mon Petit Placement vs. Finary: Budget & Money Tracker Utilizzo e statistiche
Vous avez décidé de placer votre argent ou de vous constituer un patrimoine, mais vous ne savez pas par où commencer ? Alors, vous êtes au bon endroit. Mon Petit Placement est là pour vous accompagner dans vos premiers pas d’épargnant et vous guider vers un nouveau monde de l’épargne ! Une application pour investir simplement Pour suivre vos investissements, votre application vous permet de :
- Suivre la vie de vos placements en direct ;
- Investir, déplacer votre argent ou encore retirer de l’argent ;
- Se former à la finance et aux investissements grâce à des contenus pédagogiques hebdomadaires ;
- Discuter en live avec votre conseiller, et ce 7j/7 !
Comment placer son argent avec Mon Petit Placement ?
1. Démarrez votre simulation en ligne : Répondez à quelques questions simples pour nous dire quel épargnant vous êtes (vos objectifs, votre horizon de placement, votre tolérance au risque). Cela ne prend que 5 minutes !
2. Nos conseillers vous concoctent une proposition : Ils analysent vos réponses et vous concoctent une sélection de portefeuilles adaptée à votre profil, équilibrant performance et sécurité.
3. Finalisez en quelques clics : Terminez par quelques pièces justificatives et signez électroniquement. Le tout, 100% en ligne, rapide et sécurisé.
Et hop, vous entrez dans un nouveau monde de l'épargne !
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One place. All your investments. Super powered.
With Finary, experience the world’s first App that lets you track your net worth in real-time and plan your financial goals. Connect all your investments and liabilities, get performance reports and optimize your portfolio. Safely link over 20,000 Banks, Broker, Crypto platforms, Robo-advisors.... Finary works globally and replaces your Spreadsheet.
Finary is a real financial planner. The App also allows you to plan and track your financial goals, especially financial independence. We’ve created your personal finance OS so you can focus on what matters: making investment decisions.
MULTI-ASSET TRACKING
■ Real Estate: All types of properties, powerful price estimates
■ Banks: Revolut, Morgan Stanley, Stash, Bank of America, HSBC, Citibank, Chase, JP Morgan, N26, Wells Fargo, Goldman Sachs, AMEX, Wells Fargo, Investors bank,...
■ Brokers: Robinhood, Charles Schwab, Interactive Brokers, Vanguard, Etrade, DeGiro, Sofi Investment Trading, Sharesight...
■ Benefits: Fidelity Netbenefits, Vanguard, Charles Schwab Equity Center,...
■ Robo-Advisors: Wealthfront, Betterment, Nutmeg, Acorns, Stash,...
■ Crypto: Binance, Coinbase, Kraken, Bitstamp, Crypto.com, Bitpanda, Ledger Live, Solana, Cardano Wallet...
■ Precious Metals: Gold and Silver, Platinum...
■ Startups et Angel Investments
■ Crowdfunding & Crowdlending
■ Private Equity
■ Collectibles: Watches, Cars, Cards, Wine, NFTs..
and much more
CASHFLOW TRACKING
■ Clear vision on your money flow
■ AI-Powered Categorizations
■ Create custom categories
■ Advanced Analytics
ADVANCED PORTFOLIO ANALYTICS
■ Realized and Unrealized Gains
■ Real-Time prices for many Assets
■ Optimize your Portfolio with exclusive Insights
■ Uncover hidden Fees and save big
■ Get your portfolio Diversification Score and optimize it
■ Track your Dividends
PLAN AND TRACK YOUR FINANCIAL GOALS
■ Financial independence simulator
■ Automatic progress tracking
■ Optimizations to reach your goal faster
BANK-LEVEL SECURITY
■ We apply the same security standards as Banks
■ Enable 2FA and secure your account even further
■ We don't store any banking credentials and cannot move money on your Accounts
■ Our Team can only access your data after you sent us a request and gave us your consent
SMART NOTIFICATIONS
■ Your weekly Performance Report
■ Dividend payouts and other important events
■ Setup personalized price alerts
USERS LOVE FINARY
“The Finary App gives a real-time overview of all my investments and liabilities. No more wasting time updating my Google Sheet!”
Simon
“My to-go app for everything finance! Being spread between multiple investment platforms and countries, I was in desperate need of a portfolio tracker that has it all. Finary does exactly that.”
Matt
“This is simply the best portfolio tracking App! Smooth onboarding, real-time price updates, and a team that listens to its users. A must-have for all investors.”
Alexis
ASSISTANCE AVAILABLE 7 DAYS A WEEK
■ Send us your questions, suggestions, or reviews, we’d love to hear from you!
■ Twitter: twitter.com/finaryhq
■ Facebook: facebook.com/finaryhq
■ Youtube : youtube.com/c/Finary
■ Blog: finary.com/en/blog
■ Email: hello@finary.com
Terms of Use: https://finary.com/en/terms
Apple Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
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Mon Petit Placement VS.
Finary: Budget & Money Tracker
14icembre d, 2024