BoursoBank
Manage your BoursoBank PEA index funds and ETF portfolio in Index Balance. Calculate your real TWRR return, automatic rebalancing and growth projections. Free.
BoursoBank (formerly Boursorama Banque) is France's most popular online investment platform, with over 8 million clients in 2025 and backed by Société Générale. It is the preferred choice of French passive investors thanks to its PEA (Plan d'Épargne en Actions) tax wrapper with no custody fees. The BoursoBank PEA is the most tax-efficient vehicle for investing in index ETFs from France. After 5 years, capital gains are exempt from income tax and only social contributions of 17.2% apply. The most widely used ETFs are the Amundi MSCI World UCITS ETF (ticker CW8), Lyxor Core MSCI World and iShares Core MSCI World, all eligible for the PEA via synthetic replication. BoursoBank charges €1.99 per order up to €500 and a proportional fee (max. 0.48%) for larger amounts. There are no custody fees or inactivity charges. For investors who prefer a hands-off approach, it also offers a discretionary management service (Boursorama Gestion). To accurately track your BoursoBank portfolio in Index Balance, enter each fund or ETF with its ISIN, purchase date and acquisition price. Index Balance will calculate your TWRR return, the optimal rebalancing according to your target weights and long-term growth projections. Automatic transaction import from BoursoBank is in development.
Frequently asked questions
What is the BoursoBank PEA and why is it interesting for passive investors?
The PEA (Plan d'Épargne en Actions) is the French tax wrapper for investing in equities and European ETFs. Its main advantage is that after 5 years, capital gains are completely exempt from French income tax. BoursoBank offers one of the best PEAs on the market: no custody fees, no safekeeping charges and access to over 25,000 securities, including the main index ETFs from Amundi, Lyxor and iShares.
What passive ETFs can I buy on BoursoBank?
The most popular among French index investors are: Amundi MSCI World UCITS ETF (CW8), Lyxor Core MSCI World, iShares Core MSCI World, Amundi S&P 500 UCITS ETF and Amundi MSCI Emerging Markets. All are PEA-eligible via synthetic replication with a TER between 0.12% and 0.25% per year.
How can I analyse my BoursoBank portfolio in Index Balance?
Enter each ETF or fund with its ISIN, number of units and acquisition price. Index Balance will automatically calculate your current value, TWRR return, comparison with the MSCI World, maximum drawdown and the rebalancing needed to reach your target weights. Automatic import from BoursoBank is in development.
Can I have BoursoBank and another broker at the same time in Index Balance?
Yes. Index Balance allows you to manage multiple portfolios simultaneously. You can have one portfolio with your BoursoBank PEA ETFs and another with funds from a different broker, and view the consolidated analysis of all of them.