# Application gestion financière suisse **URL:** \ **Category:** Café francophone 🇫🇷\ **Created:** [July 9, 2025, 3:15pm UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630 "2025-07-09T15:15:19Z")\ **Posts on this page:** 12\ **Page:** 1
**Author:** ![haswell](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/h/d9b06d/32.png) [@haswell](https://forum.mustachianpost.com/u/haswell)\ **Post date:** [July 9, 2025, 3:15pm UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/1 "2025-07-09T15:15:19Z")
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 ---
**Author:** ![Moustachienne](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/moustachienne/32/12347_2.png) [@Moustachienne](https://forum.mustachianpost.com/u/Moustachienne)\ **Post date:** [July 9, 2025, 5:40pm UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/2 "2025-07-09T17:40:50Z")
Option to flag expenses that will be reimbursed by employer (demande à faire, demande faite, remboursé) and flag expenses relevant to taxes. ---
**Author:** ![haswell](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/h/d9b06d/32.png) [@haswell](https://forum.mustachianpost.com/u/haswell)\ **Post date:** [July 10, 2025, 7:48am UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/3 "2025-07-10T07:48:22Z")
That’s sounds to be a good idea !! ---
**Author:** ![ProvidentRetriever](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/providentretriever/32/3655_2.png) [@ProvidentRetriever](https://forum.mustachianpost.com/u/ProvidentRetriever)\ **Post date:** [July 10, 2025, 5:56pm UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/4 "2025-07-10T17:56:38Z")
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. 😊 ---
**Author:** ![haswell](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/h/d9b06d/32.png) [@haswell](https://forum.mustachianpost.com/u/haswell)\ **Post date:** [July 11, 2025, 9:19am UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/5 "2025-07-11T09:19:37Z")
That’s a good. I took it into account. I think I will implement it in a v2 or v3 version. ---
**Author:** ![haswell](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/h/d9b06d/32.png) [@haswell](https://forum.mustachianpost.com/u/haswell)\ **Post date:** [April 7, 2026, 7:41am UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/7 "2026-04-07T07:41:28Z")
# FR Hello tout le monde ! Cela fait longtemps que je n’ai pas posté mais j’ai enfin une application utilisable. @ProvidentRetriever pas aussi complète que ce que tu souhaites mais tu m’as donné de très bon conseil. Vous pouvez maintenant vous enregistrer à [Alpgain](https://app.alpgain.ch/#/closed-alpha) une fois cela fait vous pourrez directement vous enregistrer. Actuellement c’est un V0.1 donc gratuite. Pour ceux qui ont peur pour les données, elles sont safe, impossible pour un administrateur du projet de voir vos chiffres. Voici l’article expliquant cela: [Sécurité des données financières : comment Alpgain protège votre patrimoine](https://alpgain.ch/blog/securite-donnees-alpgain.html) Si vous trouvez des bug ou que vous avez des idées/conseils hésitez èas à me contacter ! # EN Hi everyone ! Long time since my last post but I finally got something useable. @ProvidentRetriever not as completed as you wish but I’m working on it, you really had good advice. You can now register on app.alpgain.ch/#/closed-alpha and directly register. Currently it’s a V0.1 so it’s **free**. All of your datas are safe protected and impossible for any admin to see it. Here I explain how I protect all datas: [Sécurité des données financières : comment Alpgain protège votre patrimoine](https://alpgain.ch/blog/securite-donnees-alpgain.html) If you found some bug or you had some advice, feel free to answer ! MERCI ! Justin. ---
**Author:** ![ProvidentRetriever](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/providentretriever/32/3655_2.png) [@ProvidentRetriever](https://forum.mustachianpost.com/u/ProvidentRetriever)\ **Post date:** [April 16, 2026, 5:23pm UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/8 "2026-04-16T17:23:08Z")
Thanks Justin! I like the design. Very promising. I tried it now. Two things I noticed: - I cannot set the language to English, it always comes back to French one second after pressing “EN”. - When trying to import a CSV and mapping, the options to map are limited (date, description, amount, debit, credit). Shouldn’t there be mappings for the ISIN, for the quantity, the unit price, the currency, and the type (Buy/Sell)? Ticker is less reliable because it depends on the exchange and many products like index funds and Swiss bonds don’t have any ticker. ---
**Author:** ![haswell](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/h/d9b06d/32.png) [@haswell](https://forum.mustachianpost.com/u/haswell)\ **Post date:** [April 16, 2026, 5:55pm UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/9 "2026-04-16T17:55:58Z")
First of all, Thanks for your time and the test you achieve !! I just fixed the language selection issue. To improve the CSV import is in the pipeline, and I’m working hard on it 😃 your point about ticker is totally right ! I will implement the selection of asset by ticker or by isin. It’s hard work, working alone on this type of project starting to be big. I really really appreciate your feedback and it’s so important for me !!! ---
**Author:** ![ProvidentRetriever](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/providentretriever/32/3655_2.png) [@ProvidentRetriever](https://forum.mustachianpost.com/u/ProvidentRetriever)\ **Post date:** [April 16, 2026, 6:01pm UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/10 "2026-04-16T18:01:56Z")
Thanks also for listening to the feedback! 🙂 I appreciate it too and can’t wait to continue to test and give more feedback. ---
**Author:** ![haswell](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/h/d9b06d/32.png) [@haswell](https://forum.mustachianpost.com/u/haswell)\ **Post date:** [April 17, 2026, 6:02pm UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/11 "2026-04-17T18:02:38Z")
I update the CSV Import to add some possibility. I hope it will be align with yours requirements. 😃 ---
**Author:** ![ProvidentRetriever](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/providentretriever/32/3655_2.png) [@ProvidentRetriever](https://forum.mustachianpost.com/u/ProvidentRetriever)\ **Post date:** [April 17, 2026, 11:16pm UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/12 "2026-04-17T23:16:59Z")
I tried with some simulated data and it looks very promising! The UI looks very nice. One issue I had is the import is only partially working, with a lot of internal server errors and many transactions ignored. ---
**Author:** ![haswell](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/h/d9b06d/32.png) [@haswell](https://forum.mustachianpost.com/u/haswell)\ **Post date:** [April 18, 2026, 9:31am UTC](https://forum.mustachianpost.com/t/application-gestion-financiere-suisse/16630/13 "2026-04-18T09:31:30Z")
Thanks for the test and the feedback, can you send me an anonymized CSV to my email: justin@alpgain.ch I will do the update and test it so ti will be ready for you 😉