Your PEA deserves better than a simple Excel.

Track your dividends, analyze your volatility with AI and keep total control over your data.
100% Free. Zero bank connection.

Available onApp Store Soon
Available onGoogle Play Soon

🔒 Secure data hosted in Europe.

KAPI Dashboard Interface

Why are investors leaving Excel for KAPI?

Managing a stock portfolio (PEA or CTO) requires discipline. Manually updating prices, calculating your average cost after each purchase, or estimating your net dividends... it's tedious.

KAPI automates all of that. Connected to real-time markets, our tool gives you a clear view of your portfolio, without ever compromising your security.

Everything you need

🤖

Integrated AI Analysis

Stop just looking at your numbers, understand them. Our integrated AI analyzes your portfolio structure daily to explain your volatility, Beta and risks in plain language.

🛡️

Security by Isolation

KAPI never connects to your bank. No risky banking API. Import your data via CSV or manually. Your credentials stay secret.

💰

Net Dividends

Visualize your future payment calendar and track your real yield, calculated with French taxation (PEA/CTO).

📈

Real Performance & Average Cost

No more complex Excel calculations. KAPI automatically computes your Average Cost (PRMP) including brokerage fees, for a gross and net view of your unrealized gains.

A modular interface
Bento UI

Why settle for a fixed interface? With KAPI, you are the architect of your dashboard.

  • 40+ Widgets: Valuation, Allocation, Top/Flop...
  • Drag & Drop: Organize your screen to match your strategy.
  • Dark/Light Mode: A polished visual experience.
KAPI Bento UI Interface

Simple and transparent

Get started free, upgrade to Pro whenever you want.

Free

0€
forever
  • PEA & CTO portfolio tracking
  • Automatic Average Cost calculation
  • Multi-broker CSV import
  • 5 stocks in watchlist
  • 3 AI summaries / day
  • 3 press reviews / day
  • 5-year history
  • 40+ analysis widgets
Get started free

They chose KAPI

Join the investors who have already made the switch.

★★★★★

"I finally ditched my 50-tab Excel file. The Average Cost calculation is automatic, dividend tracking is clear. It took 2 minutes to import via CSV."

S
Sarah M.
PEA investor for 3 years
★★★★★

"The dividend calendar and the AI summary saved me a huge amount of time. I finally understand the real impact of my choices on my portfolio's volatility."

J
James D.
Engineer, dividend investor
★★★★★

"As a beginner, I was afraid of complicated tools. KAPI is intuitive and the AI explains in simple terms whether my portfolio is well diversified."

E
Emily L.
Stock market beginner

Frequently Asked Questions

Is Kapi really a free alternative to Excel?

Yes. The application is 100% free to track your PEA and CTO. Development and servers are funded by discreet advertising. It's the ideal alternative to complex Excel spreadsheets to visualize your dividends and your Average Cost automatically.

Is my banking data secure?

Absolutely. Kapi chooses maximum security: we do not connect to your bank (no risky bank aggregation). Your data is isolated, encrypted in Europe, and you remain the sole owner of your portfolio.

Can I import my portfolio (BoursoBank, Fortuneo...)?

Yes, no more tedious manual entry. You can import your transactions via a simple CSV file from major French brokers (BoursoBank, Fortuneo, Bourse Direct, Trade Republic, etc.).

What does the AI do in the app?

Our integrated AI analyzes your portfolio's diversification, detects volatility risks and provides clear summaries to help you better understand your investments, without financial jargon.

Ready to ditch Excel?

Join the investors who track their portfolio smartly. It's free, no commitment.

Get started free