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Introduction
What Patrima is, what it never does, and how to get started.
On this page
Patrima brings your accounts and investments together so you can understand your portfolio. Track your allocation, review your yields and compare scenarios using your own data.
Connect a wallet with its public address, add an exchange with read-only access or enter positions manually. Analysis tools cover crypto and DeFi in depth; traditional investments are entered by hand.
The Service is read-only and non-custodial. It never holds your assets, never has withdrawal or trading rights, and never executes transactions on your behalf.
Follow Getting started to add your first account, check your data and set your target allocation. For unfamiliar terms, open the glossary.
See
Net worth, gross exposure and productive capital, by account, by asset and by domain, with a daily snapshot that builds your history.
Understand
Understand allocation drift, liquidation risk and the difference between announced and realized yield.
Simulate
Compare allocations, price shocks and possible portfolio paths before making a decision.
Decide
Use the analysis to consider your options. You decide whether to act on your own platforms.
- Place an order, execute a swap or transfer funds on your behalf.
- Hold your assets or your private keys. A wallet is read from its public address only.
- Ask for withdrawal or trading permissions. The Service never requests, and must never be granted, withdrawal or trading permissions: exchange connections work with read-only API keys.
- Give personalized investment advice. Patrima is not a regulated investment advisor and does not provide personalized investment advice within the meaning of MiCA Title V (EU), the FCA (UK), the SEC (US), or the AMF (FR). Scenarios, projections, and analyses are informational only and do not constitute a recommendation.
- Require you to follow a scenario or rebalancing plan.
You stay in control
Your assets stay on your platforms. Patrima's analysis does not commit you to any transaction.
On-chain wallets
- What is read
- Token balances, DeFi positions and unclaimed rewards on Ethereum, Arbitrum, Optimism, Base, Polygon, Avalanche, BNB Chain, zkSync, Linea, Scroll and Solana
- How
- Public address only
Exchanges
- What is read
- Balances and trade history on Binance, Coinbase and Kraken
- How
- Read-only API key
Brokers, bank and cash, anything else
- What is read
- Positions and transactions entered manually, valued automatically when a price is available in Patrima.
- How
- Manual entry
Valuation
- What is read
- Every value is expressed in US dollars; prices refresh about every 5 minutes
- How
- Automatic
Read-only describes access to your platforms: Patrima does not carry out operations there. Local editing options depend on the position type; see the Accounts guide.
Balances in currencies other than US dollars are not converted. They do not contribute to totals, which may therefore represent only part of your portfolio.
Patrima is a web application: it runs in your browser on desktop and on mobile, with nothing to install. The interface, the copilot and this documentation exist in English and French; you can switch language at any time from the header of this site or from Settings.
Patrima is in private beta: accounts open on request. Send your request from the home page with the exact email address you will use to sign in, including if you plan to sign in with Google or GitHub. There is no invitation code to enter. Once your address is approved, the first steps are described in Getting started.
See also