Skip to content
PocketPlanner logo

PocketPlanner

Tracks a household budget and investment portfolio together, importing bank CSV/OFX files and refreshing PEA and securities prices from ISIN codes.

Actively maintained

FinanceFor consumersAnalyticsFree tier
pocketplanner.fr ↗
Open pocketplanner.frAlternatives
PocketPlanner: data, price, alternatives
At a glancechecked Nov 4, 2026

not read yet

Use

For
Individuals in France tracking their household budget alongside savings and investments such as a PEA.
Activity
Actively maintainedsite updated 3 days ago
Used for
  • import an existing Excel budget spreadsheet with its accounts and transactions
  • load bank statements in CSV, OFX, QIF or PDF into the budget
  • value investment holdings by ISIN with cost price and lots
Worth knowingcomputed from what we read · each with its source
  • On the web since 2024, older than 73% of its shelfINITE Atlas
  • Has an MCP server (1 in the registry)public registry →
How a program reaches itfound, not claimed · read Nov 4, 2026
  • MCP serverfr.pocketplanner/pocketplannerverified in the MCP registry
  • Stateanswers, requires sign-inchecked 2026-11-04
  • Address to connectpocketplanner.fr/mcp

MCP server details →

This card as JSON, for your agent →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Alternatives in Financeby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

Compare PocketPlanner with

Pick up to two.

All 10 alternatives to PocketPlanner →

All Finance tools →

Not it? Say what you need

beta

Three tools from the Atlas for the job you describe, each with what fits and what does not.

From people who use itnot part of the reading

No notes yet. What do you use PocketPlanner for?

Sign in to leave a note
Questions this page answers
  • What is PocketPlanner?

    Tracks a household budget and investment portfolio together, importing bank CSV/OFX files and refreshing PEA and securities prices from ISIN codes. It is listed in the Atlas under Finance.

  • Who is PocketPlanner for?

    Individuals in France tracking their household budget alongside savings and investments such as a PEA.

  • Is PocketPlanner still maintained?

    Actively maintained: site updated 3 days ago.

  • What are alternatives to PocketPlanner?

    In Finance, by use: Beancount, Treasury, invest-like, Truthifi, EnvelopeBudget.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.

How we read every tool → · By INITE Atlas Desk