Anantys
French tracker with PEA and CTO bank sync and an AI that scores your portfolio out of 100. Free up to €10,000 tracked.
For a French investor with a PEA, a CTO and an assurance-vie, Anantys pulls the three together automatically. It syncs read-only through DSP2 (via the Bridge aggregator), or you enter positions in a spreadsheet-style grid or a CSV. It handles stocks, ETFs, funds, SCPI and cash, but not crypto or direct real estate. The centrepiece is an AI copilot that gives the portfolio a health score out of 100 and explains momentum, correlation and diversification for your actual positions. The free plan includes bank sync but tracks at most €10,000. Paid plans run from €5.75 to €20.75 a month and raise that cap, the number of portfolios and the monthly AI credits. We found no description of how returns are calculated, and the iOS app is still only announced.
Features at a glance
| Feature | Anantys |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Not supported |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Partial |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Yes |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Partial |
| Goal & time-to-goal | —Not verified |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Not supported |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | —Not verified |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | —Not verified |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | —Not verified |
| Platform & reach | |
| Mobile app | Partial |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | —Not verified |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
French investors with PEA, CTO or assurance-vie accounts who like a single score and drift alerts, and don't hold crypto. Skip it if your portfolio is above €10,000 and you don't want to pay, or if you need to know the return method.
Strengths
- Read-only DSP2 sync of PEA, CTO and assurance-vie, on the free plan too
- AI copilot with a score from 0 to 100, a correlation matrix and momentum for your holdings
- Benchmarks against the MSCI World, S&P 500, NASDAQ or EuroStoxx, and CSV export on every plan
Trade-offs
- The free plan stops at €10,000 of tracked capital
- No crypto, no direct real estate, no dividend forecast and no tax report
- Return method not disclosed, and no native phone app yet
Anantys vs PortfolioGlance
Anantys syncs French accounts and scores your portfolio out of 100, and we do neither: we connect to no bank and deliberately give no grades. Our AI assistant answers questions about your holdings with facts instead. We also say how returns are calculated, time- and money-weighted, take crypto and property, and offer rebalancing against your targets and a goal with a date. If one score for your PEA is what you're after, Anantys gives it.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.