Accounts

Wealth in the sidebar opens /patrimoine, the screen that lists what you own. It draws one card per category, under two headings: Assets, then Liabilities if you hold any. A debt is listed apart and counts towards none of the shares above it.

A category you hold nothing in has no card, and the sidebar does not nest it under Wealth either. Its address still answers, but you have to type it.

The ten categories

Each card opens a page of its own, addressed by one French word:

Page	Category	What files there
/courant	Current accounts	Checking accounts
/livret	Savings accounts	Passbooks, term deposits
/investissement	Stocks & funds	PEA, securities accounts, life insurance
/immobilier	Real estate	Property you own the walls of
/crypto	Crypto	Wallets
/papier	Paper real estate	REIT shares
/crowdlending	Crowdlending	Lending platforms
/objets	Objects & collections	Watches, metals, art
/passif	Loans / liabilities	What you owe
/autre	Other	Everything else

The category is deduced from the type you picked when you created the account; you never choose it. A PEA files under Stocks & funds whatever you call it.

Inside a category

A category page has two tabs. The first lists what the category holds, either Accounts or Properties for real estate, which draws a card per property rather than a table. The second, Movements, lists what has gone through it.

Above the table the first tab draws up to three blocks, and only where each has something to say: Performance over the period you pick, Breakdown by account as a ring, and Analysis (ongoing charges and sector split), which appears only once the category holds an account that carries securities.

Inside an account

Clicking a row opens the account, at /<category>/compte/<id>. It has three tabs, or four:

1. Lines on a PEA, a securities account, a life insurance contract or a crypto wallet; Details on an account whose whole value is a balance you typed. See Holdings.
2. Movements: every cash operation, dated order and balance change on this account.
3. Tax, drawn only when the account has a latent taxable gain to estimate.
4. Settings, which is the account’s own, not the application’s. See Account settings.

Two views cut across the categories

A tab bar over the wealth screen offers Overview, Your operations (/operations), the single ledger of every payment in and out, and Your lines (/lignes), every security you hold whatever the account. The last one is drawn only once you hold a line.

This Overview is the wealth screen itself, /patrimoine, and not the landing screen at /, which the left-hand menu also calls Overview. Two screens, one English word; the French interface tells them apart as Vue d’ensemble here and Synthèse there.