PEA, CTO, PEA-PME, Crypto, Savings — all in one app. KAPI Score, 55+ analysis widgets, built-in AI.
100% Free. Zero bank connection.
🔒 Secure data hosted in Europe.
Managing a portfolio (PEA, CTO, Crypto, Savings) 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.
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.
KAPI never connects to your bank. No risky banking API. Import your data via CSV or manually. Your credentials stay secret.
Visualize your future payment calendar and track your real yield, calculated with French taxation (PEA/CTO).
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 composite score out of 100 combining valuation (30%), fundamentals (35%), technical analysis (15%) and risk (20%). Quickly assess any stock at a glance.
For informational purposes only, not investment advice.
Track your crypto (BTC, ETH…) with French tax integration, savings accounts (Livret A, LDDS, PEL…), life insurance, PER, and SCPI — all in one place.
Why settle for a fixed interface? With KAPI, you are the architect of your dashboard.
Get started free, upgrade to Pro whenever you want.
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."
"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."
"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."
Yes. The application is 100% free to track your PEA, CTO, PEA-PME, Crypto and Savings. With 55+ analysis widgets, KAPI Score on every stock, and built-in AI, it's the ideal alternative to complex Excel spreadsheets
to visualize your dividends and your Average Cost automatically.
KAPI is an analysis tool for informational purposes only and does not provide investment advice.
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.
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.).
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. Combined with the KAPI Score (a composite rating out of 100), you get actionable insights at a glance.
Join the investors who track their portfolio smartly. It's free, no commitment.
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