Patrice was born from a spreadsheet.
For thirteen years, I tracked my wealth in a spreadsheet. Every month, the same chore — and never a real overall picture. Patrice is the tool I wish I'd had.
Where it started.
Since 2012, I kept an Excel file to track what I owned: some savings, a property, a PEA, a few loans. I updated it whenever I remembered, with varying discipline. It aged with me for thirteen years. Handy, but limited: no clear view, no projection, and the constant feeling of flying blind.
The turning point.
I looked for a tool that would do what my spreadsheet couldn't: bring everything together in one place, simply, without having to be an expert. The options out there were either everyday budgeting apps, or platforms for seasoned investors, or tools that required connecting my bank accounts. None matched what I was looking for. So I built it.
What I set out to do.
A clear dashboard that brings together everything you own and everything you owe — savings, real estate, PEA, PER, assurance-vie, loans — in a single view. Not a financial advisor, not a budgeting app, not a trading platform. Just a clear mirror of your wealth, made for ordinary savers, without jargon.
Today.
Patrice is live, and it keeps evolving. I build it on my own, with no fundraising, no investors to please. Which means one thing: I answer only to my users.
— Simon, founder of Patrice
Three principles, kept over time.
No fundraising
Patrice moves at its own pace, funded by its subscriptions, not by investors.
Aligned with you
No ads, no data resale. You're the customer, not the product.
No bank connection
Your data stays yours. You enter what you want; nothing is pulled in automatically.
— Simon, founder of Patrice