Best Portfolio Tracker for France 2026: PEA, Euronext, EUR

If you invest from France, you hold Euronext Paris shares in EUR alongside US and global stocks, ETFs and crypto, often spread across a PEA, a compte-titres and maybe an assurance-vie. This guide compares the portfolio trackers French investors actually use, names the wrappers and brokers you check for, and explains what each tool does and where it stops, so you can decide alone.

What does an investor in France actually need from a portfolio tracker?

A portfolio tracker for France is a tool that shows all your holdings, Euronext Paris shares in EUR next to your US and global positions, in one place, with performance and currency effects made clear. The job is to unify what your brokers and wrappers split apart.

In practice, a French resident typically holds assets across several accounts at once. A good tracker has to sit above all of them without forcing everything into one currency or one broker.

• Euronext Paris coverage (code PAR), with prices in EUR for names like AIR.PA, MC.PA and TTE.PA.
• Multi-currency: USD, GBP and others converted cleanly back to EUR for a single net-worth view.
• The wrappers by name: a PEA, a PEA-PME, an assurance-vie and a compte-titres ordinaire (CTO), each tracked as its own portfolio.
• US and global holdings on the same screen, so AAPL and BTC-USD sit beside your Euronext names.
• Alerts at price levels you set, on a channel you actually read.

If you are still deciding whether a dedicated tool beats a DIY approach, our portfolio tracker versus spreadsheet comparison walks through the trade-offs.

What is the French investing landscape you need the tracker to fit?

French retail investing is organised around tax wrappers and a handful of brokers, and your tracker has to respect that structure. The wrapper you hold a share in changes nothing about the price, but it changes how you think about the account, so tracking each wrapper separately matters.

The wrappers French investors hold

• PEA (Plan d'Epargne en Actions): a wrapper for European equities with its own rules.
• PEA-PME: a sibling wrapper aimed at smaller and mid-sized companies.
• Assurance-vie: a life-insurance wrapper widely used to hold funds and units.
• Compte-titres ordinaire (CTO): the ordinary brokerage account, where US stocks, global ETFs and crypto-linked products usually live.

The brokers you are probably using

Most French investors hold accounts at one or more domestic brokers plus sometimes an international one. The names to recognise are Boursorama, Fortuneo, Bourse Direct, Trade Republic, DEGIRO and Interactive Brokers.

The tools French investors use today

Before dedicated trackers, many people in France managed with Portfolio Performance (a free desktop app popular with spreadsheet-minded investors), getquin, Yahoo Finance and plain spreadsheets. Each works until you have several wrappers, two currencies and crypto, at which point the manual reconciliation gets heavy.

On tax, the prelevement forfaitaire unique (PFU), the flat tax, applies to much investment income, and foreign dividends bring in the W-8BEN form. We cover those qualitatively further down, with no rates, because rates change and a wrong number in a finance guide is worse than none.

How do the main portfolio trackers compare for a France portfolio?

The table below compares PortfolioTrackr against tools French investors actually reach for. Prices are shown in the currency each tool publishes; we never convert or guess them.

For a broader cross-market view beyond France, our data-driven comparison of six trackers tests the same tools against different needs.

Where does each tool work, and where does it stop, for France?

Every tracker here does something well. The question for a France portfolio is whether it covers Euronext Paris in EUR, holds your wrappers side by side, and handles alerts and imports the way you work.

getquin

getquin is strongest as a community and net-worth tool with a genuinely usable free tier. It offers unlimited broker connections, real-time data and portfolio sharing, and it is priced in EUR, which suits a French investor.

• Does well: free net-worth overview, social feed, dividend forecasting on Premium.
• Stops at: the deeper analytics and planning sit behind yearly-only paid tiers, and the social layer is not what everyone wants.

Parqet

Parqet is built around DACH onboarding. Its headline feature is true Autosync with the five big German brokers plus zero-click PDF import from 50+ German-speaking-market brokers.

• Does well: fast setup for German brokers, clean EUR interface, dividend calendar.
• Stops at: the native broker integrations are German-first, so a French investor at Boursorama or Bourse Direct leans more on manual and import workflows.

Simply Wall St

Simply Wall St is a research tool that also tracks. Its Snowflake visual condenses valuation, growth, performance, financial health and dividends for 120,000+ stocks across 90 markets into one readable shape.

• Does well: making fundamentals glanceable, region-localised pricing, a real free plan.
• Stops at: the portfolio side is thinner than the research side, billing is yearly only, and crypto is not its focus.

Portfolio Performance

Portfolio Performance is the free, open-source desktop app many technically minded French investors already use. It is powerful and costs nothing.

• Does well: deep historical performance, true cost tracking, multi-currency, no subscription.
• Stops at: it is desktop-only, manual to maintain, and the learning curve is real; there is no phone app checking prices while you are out.

Snowball Analytics

Snowball Analytics is the deepest dividend-income tracker in the category, with a dividend calendar, DRIP calculator and a proprietary dividend safety rating.

• Does well: dividend forecasting and income projections, clean mobile apps.
• Stops at: the free tier caps at 10 holdings with no automatic broker sync, and the focus is income rather than a mixed stock-and-crypto book.

How does dividend withholding and local tax work for French investors?

Foreign dividends and local tax are two separate concerns, and a tracker helps you see the numbers without doing the filing. We name the concepts here and state no rates on purpose.

• US dividends and the W-8BEN: holding US stocks like AAPL or KO in a CTO usually involves completing a W-8BEN form with your broker, which establishes your status as a non-US person for withholding purposes.
• The flat tax: the prelevement forfaitaire unique (PFU) applies to much French investment income, though wrappers like the PEA and assurance-vie have their own treatment.
• Currency gains: a USD dividend converted to EUR, or a USD holding sold and repatriated, carries a currency effect separate from the asset's own move.

PortfolioTrackr helps on the last point in a concrete way. The cost of a foreign holding is converted at the exchange rate of the day you bought it, its value at today's rate, and the currency gain or loss is shown as its own line on the summary card and the P&L chart, with dividends converted at the pay-date rate. Verify any rate or figure with your broker and advisor before filing; the tracker shows you the picture, it does not file for you.

How does PortfolioTrackr fit a France portfolio?

PortfolioTrackr is built for exactly the France shape: Euronext Paris in EUR next to US and global holdings, split across the wrappers you actually hold. It supports Euronext Paris (PAR) with prices in EUR, and you can give each wrapper its own portfolio, then see them together.

• Multi-currency: every value is convertible to EUR, with the currency gain or loss broken out on its own line as described above.
• Separate portfolios: track your PEA, PEA-PME, assurance-vie and CTO independently, with an ALL PORTFOLIOS combined view on every plan once you have more than one.
• Alerts: set Target 1, Target 2 and a stop-loss level on positions, plus price-above and price-below on watchlist entries. Alerts reach you by WhatsApp, Telegram, email or push, checked once a minute while the market is open, around the clock for crypto.
• Coverage: PortfolioTrackr spans 100 stock exchanges and 100 currencies, so your global names sit beside TTE.PA without juggling apps.

Euronext Paris trades Monday to Friday and is closed on the weekend, Saturday and Sunday, so stock alerts are skipped overnight and when the market is shut; our guide to Euronext Paris trading hours and holidays covers the full calendar. Crypto alerts run around the clock because crypto never closes.

On entering holdings, you do not have to connect anything. Manual entry, voice, text, CSV and broker screenshots work on every plan, and there is an iPhone and Android app. If you do connect, Alpaca, Bybit and Interactive Brokers sync directly on every plan, and 42 brokers connect through the SnapTrade bridge on a paid Pro or Lifetime plan.

Where PortfolioTrackr is not the right tool

If you want deep retirement planning tied to your whole US financial life, or a yearly-only EUR-native bill, PortfolioTrackr is not the closest fit; its plans are priced in USD and it reports status against your own levels rather than giving advice. Investors who prize a free, offline desktop app may still prefer Portfolio Performance.

How do you choose a portfolio tracker for France?

Run any tool, including PortfolioTrackr, against this checklist before you pay. The right answer is the one that matches how you actually invest, and only you can decide that.

1. Euronext Paris in EUR: does it price PAR-listed shares natively, or force you into USD?
2. Wrappers side by side: can you keep a PEA, PEA-PME, assurance-vie and CTO as separate portfolios and still see a combined total?
3. Multi-currency clarity: are currency gains and losses on foreign holdings shown separately, or blurred into the asset return?
4. Import that works: can you add holdings by CSV, screenshot or manual entry if your broker is not directly supported?
5. Alerts you will read: are price alerts delivered on a channel you check, at a cadence you understand?
6. Honest free trial: can you test the real thing before committing, without a card?

Compare your pricing options on the PortfolioTrackr pricing page: a 3-day free trial with everything in Starter and no card, then Starter at USD 9 a month, Pro at USD 19 a month, or Lifetime at USD 299 once. For readers weighing other markets, our UK portfolio tracker guide and Australia portfolio tracker guide apply the same test elsewhere.

The bottom line

The best portfolio tracker for France is the one that prices Euronext Paris in EUR, keeps your PEA, PEA-PME, assurance-vie and CTO as distinct portfolios, shows the currency effect on foreign holdings honestly, and alerts you on a channel you read. getquin and Parqet are EUR-native and have strong free tiers; Portfolio Performance is free and deep but desktop-bound; Simply Wall St and Snowball lean toward research and dividends.

PortfolioTrackr covers the full France shape with Euronext Paris support, EUR conversion with the currency gain broken out, flexible import and level-based alerts. Test each against the checklist above, and decide for yourself.

Frequently asked questions