# PocketPlanner (pocketplanner.fr)

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

- Atlas card: https://inite.ai/en/atlas/pocketplanner.fr
- Site: https://pocketplanner.fr
- For: Individuals in France tracking their household budget alongside savings and investments such as a PEA.
- Categories: finance
- Use not measured/100 · alive 100/100

## 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

## Price

Not read yet.

## For developers

- MCP server: fr.pocketplanner/pocketplanner (namespace; auth on 2026-11-04)
- Read 2026-11-04

## MCP server, measured daily

Server: https://pocketplanner.fr/mcp, checked every day since 2026-11-04 (1 checks).

- Answered: measuring, 1 daily checks so far
- Median first answer: 586 ms
- Sign-in: OAuth (the client signs the user in)
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-11-04

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Source: INITE Atlas, https://inite.ai/en/atlas/pocketplanner.fr. JSON: https://inite.ai/api/atlas/pocketplanner.fr. MCP: https://inite.ai/api/mcp (atlas_lookup).