Guides
Practical notes on PEA, brokerage accounts, and connecting Saxo or Interactive Brokers.
PEA vs brokerage account
PEA vs ordinary brokerage (CTO) in France: eligibility, contribution ceilings, tax after five years, withdrawals, US stocks, and how to track both envelopes in one portfolio.
Read guide →Why a multi-broker wealth tracker
PEA, Saxo, IBKR, bank brokerage and crypto in one place: why a multi-broker wealth tracker beats Excel for TWR, allocation, dividends and real net worth.
Read guide →Connect Saxo Bank to Wolfora
Connect Saxo Bank to Wolfora via OpenAPI: OAuth setup, what syncs (transactions, positions, TWR/NAV), PEA vs brokerage accounts, and read-only best practices.
Read guide →IBKR Flex Query and Wolfora
IBKR Flex Web Service with Wolfora: create token and Flex Query, sync cash and trades, optional live marks, and how to combine IBKR with PEA or Saxo accounts.
Read guide →