Application gestion financière suisse

Café francophone 🇫🇷
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Bonjour,

Je suis en plein développement d’une application relativement similaire à Finary. Mon but est d’en faire une totalement orientée pour la suisse.
Ce qui veut dire qu’il y aura une gestion des comptes en banques standards, des 2ème pilliers, des 3ème pilliers, hypothèques, leasing, portefeuille etc…
Mon point le plus important sera de pouvoir entrer des transactions manuelle (quelles soient récurentes ou non). Mon but est de faciliter la gestion financière pour les suisses, bien sûr qu’il y aura un suivis de performance.
Quelles seraient selon vous les fonctionnalitées très importantes ? Et aussi quesqu’il manque souvent dans les applications de gestion financière ?

Vous pouvez mentionner si vous êtes intéressés par suivre ce projet.

Je vous souahite une bonne journée.
P.S. : J’ai déjà un site vitrine en ligne, alpgain.ch

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Option to flag expenses that will be reimbursed by employer (demande à faire, demande faite, remboursé) and flag expenses relevant to taxes.

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That’s sounds to be a good idea !!

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That’s a great idea!

These are the functionalities that matter to me:

  • All the products, worldwide. Not just some arbitrary set of funds stocks and ETFs. If even just one product is missing in an app, it makes it useless. getquin is an example of the rare apps that has everything (with just some missing price history for a few Swiss bonds). I think a good market data provider is Lang & Schwarz.
  • Automatic dividends, splits, spinoffs, so users don’t have to enter them manually. Only buys and sells.
  • Simple to use with simple csv import possible and nothing else needed to have a basic working portfolio. Unless the app comes from a very reputable bank with a license, I don’t want to connect it to my bank or broker (I don’t feel comfortable with this) or to import transaction receipts that have personal data on them.
  • Strong authentication with two factors, not just a password.
  • Access possible through a browser so I can see it on a big screen, subscription through a phone app possible.

I don’t know any apps that has all these together. If one day there is one, and it looks fancy, then I’ll probably do the switch. And I will consider paying for it. :blush:

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That’s a good. I took it into account. I think I will implement it in a v2 or v3 version.

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