Features
Every position, every exchange, one coherent view
French Wealth Argent was built for professionals who hold capital across several venues and refuse to reconcile it by hand. Below is a detailed look at how the platform consolidates data, surfaces risk, and supports the decisions that matter.
Consolidation
A single ledger, built from fragmented sources
Exchange APIs, wallets, and custodial accounts each report data differently. French Wealth Argent normalizes all of it into one continuous record, so your exposure is always visible without switching tabs or exporting spreadsheets.
- Automatic synchronization across connected exchange and wallet accounts
- Consistent asset naming and valuation, regardless of source formatting
- Historical position reconstruction for accounts added after the fact
- Read-only connections that never require withdrawal permissions
Core capabilities
What the platform actually does
Cross-exchange reconciliation
Balances, cost basis, and open positions are matched across every connected venue, eliminating the manual copy-paste that introduces errors into portfolio tracking.
Exposure and concentration analysis
See allocation by asset, venue, and strategy in one place, so concentration risk is visible before it becomes a problem rather than after.
Performance attribution
Returns are broken down by position and time period, separating genuine strategy performance from market drift or one-off gains.
Configurable alerting
Set thresholds on drawdown, allocation drift, or unusual account activity, and receive a notice the moment conditions are met.
Audit-ready record keeping
Every reconciled entry retains its source and timestamp, producing a defensible trail for tax preparation or internal review.
Exportable reporting
Generate clean summaries for accountants, partners, or personal recordkeeping without rebuilding spreadsheets each period.
How it fits your workflow
From first connection to daily use
Connect accounts
Link exchanges and wallets through read-only API access. No withdrawal permissions are ever requested or required.
Review the consolidated view
Positions, balances, and history are reconciled automatically, giving you one accurate picture within minutes of connecting.
Monitor and act
Set alerts, generate reports, and check exposure whenever needed, with data that stays current in the background.
See your full position, not fragments of it
Connect your accounts and get a consolidated view of your holdings without changing how or where you trade.