Best Portfolio Tracker for French Investors in 2026

The French investor's account structure

The PEA is one of the most tax-efficient investment accounts in Europe: gains and dividends are exempt from income tax after five years. But it is limited to European-listed equities. French investors therefore typically run a PEA with CAC 40 and European stocks, a CTO with US equities and international ETFs, and increasingly a crypto position outside both account types. Tracking the PEA and CTO as separate entities — while viewing total portfolio performance across all — is a fundamental requirement that most global trackers ignore entirely.

Why most trackers fail French investors

Generic global trackers do not understand the PEA/CTO distinction. They cannot separate tax-advantaged from taxable positions, which makes the performance data meaningless for tax planning. Euronext Paris support is often incomplete or delayed in US-built platforms. French-native tools like Finary or Snowball Finance handle the PEA well but have limited global market coverage. None of the major platforms offer WhatsApp or Telegram alerts, which are increasingly the preferred notification channels for French retail investors.

Key features for French investors

Euronext Paris support with live EUR pricing. Real-time prices for CAC 40, CAC Mid and SBF 120 stocks during Paris market hours (9am–5:30pm CET). Correct ticker recognition for Paris-listed stocks, distinct from cross-listed versions.

PEA and CTO as separate portfolios. Each account tracked independently — PEA showing only European equities, CTO showing international positions — with a combined total view when needed. Essential for understanding your tax position across both accounts.

Dividend tracking across account types. Dividends received in the PEA (reinvested, tax-free) tracked separately from CTO dividends (subject to prélèvement forfaitaire unique). Both logged automatically against the relevant position.

Telegram and WhatsApp alerts. Price targets in EUR on any Euronext Paris stock trigger immediate Telegram or WhatsApp notifications — no relying on email that arrives hours later.

How PortfolioTrackr works for French investors

PortfolioTrackr supports Euronext Paris stocks with live EUR pricing during French market hours. Create a dedicated portfolio for your PEA, another for your CTO, and a third for crypto if needed — each tracked independently, all visible as a combined total in one dashboard. Dividend payments are logged per position and per portfolio, making annual reporting simpler.

Price alerts work across Telegram, WhatsApp, email and SMS. Import positions via CSV from Boursorama, Fortuneo, Binance or any broker that exports standard trade history files.

Pricing

PortfolioTrackr starts at $9 USD/month (approximately €8.30), with a Pro plan at $19 USD/month (approximately €17.50) and a Lifetime option at $299 USD. All plans include a 3-day free trial. This is comparable to Finary's premium tier at €9.99/month, with PortfolioTrackr offering deeper global market coverage and multi-channel alert functionality that French-native apps lack.

Frequently asked questions