Anantys
French multi-asset portfolio tracker with automatic DSP2 bank sync and an AI copilot that scores your holdings out of 100.
Anantys is a French portfolio tracker that organises holdings into strategy-based portfolios — stock-picking, ETFs, dividends — across stocks, ETFs, funds, SCPI and cash, fed either by spreadsheet entry or automatic DSP2 read-only bank sync of PEA, CTO and assurance-vie accounts. Its differentiator is an always-on AI copilot that scores your portfolio's health out of 100 and explains momentum, correlation and diversification against your real positions, backed by proprietary metrics like Market Radar and a resilience ratio. A permanent free tier tracks up to €10,000 with bank sync included; paid tiers (€5.75–€20.75/month) lift the tracked-capital cap, portfolio count and monthly AI credits. It is deliberately a focused active-management tracker, not a whole-wealth aggregator — no crypto and no direct real estate.
Features at a glance
| Feature | Anantys |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import | Yes |
| Automatic bank/broker sync | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast | Not supported |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | Yes |
| AI asset & market analysis | Partial |
| Portfolio health score | Yes |
| Rebalancing & drift | Partial |
| Goal & time-to-goal | —Not verified |
| Custom groupings / tags | Not supported |
| Return method (TWR/MWR) | —Not verified |
| Benchmark & alpha | Yes |
| Backtesting & scenarios | —Not verified |
| Access & pricing | |
| Free tier | Yes |
| No account linking required | 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 | —Not verified |
| AI portfolio review | Not supported |
Best for
French and EU investors who want automatic PEA/CTO bank-sync tracking of stocks, ETFs, funds and SCPI with an AI health-score copilot and allocation-drift alerts, and who do not need crypto or a filing-ready tax report.
Strengths
- Permanent free tier (up to €10k) that includes real DSP2 bank sync, not just a trial
- Automatic read-only sync of PEA, CTO and assurance-vie via an approved aggregator, capturing dividends and corporate actions
- AI copilot with a genuine 0–100 health score, correlation matrix and momentum metrics tuned to your holdings
- Strategy portfolios plus target-allocation drift alerts — unusual depth for a consumer tracker
- Bilingual French/English, EU-hosted and GDPR-compliant, with read-only sync
Trade-offs
- No crypto and no direct real estate — not a whole-wealth aggregator
- No dividend calendar/forecast and no filing-ready French tax report; export is CSV only
- The return-calculation method (TWR/MWR/IRR) is undisclosed
- No confirmed native mobile app yet — mobile web only; the iOS app is merely announced
- Young, low-profile product with tracked-capital caps that push growing portfolios onto paid tiers
Anantys vs PortfolioGlance
Anantys is one of the closest matches to our thesis in France: an AI copilot that scores portfolio health out of 100, automatic PEA/CTO sync and drift alerts. The gaps are transparency and breadth — it does not disclose its return method, has no dividend forecast or tax report, and caps how much capital the free tier will track. PortfolioGlance discloses time- and money-weighted returns, adds rebalancing against a target and goal projection alongside its own health score and AI, and does not cap the value you can track for free. Pick Anantys if you want a French, PEA-native AI copilot; pick PortfolioGlance if you want a comparable health-and-AI experience with transparent returns and no capital cap.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.