Fortuneo
Manage your Fortuneo PEA ETF portfolio in Index Balance. TWRR performance, automatic rebalancing and investment projections. Free and ad-free.
Fortuneo is the investment subsidiary of Crédit Mutuel Arkéa and one of the best brokers for index funds in France. With over 1.4 million clients and more than 20 years of history, it is considered by the French passive investing community to be the best-value PEA on the market. Its main appeal for index investors is the combination of low charges, no custody fees and access to the best UCITS ETFs available. In 2025, Fortuneo offers a selection of Amundi ETFs eligible for one free order per month (up to €500), including the popular Amundi PEA Monde MSCI World with a TER of 0.20%. It is also the only French online bank to offer discretionary management (sous mandat) within a PEA tax wrapper, ideal for those who prefer to delegate. Standard charges are €1.95 per order up to €500. Fortuneo levies no custody fees, inactivity fees or fund redemption fees. It also offers more than 180 UCITS funds with no entry charges, giving it an edge over its direct competitors. To track your Fortuneo portfolio in Index Balance, enter each ETF or fund with its ISIN and your contributions. Index Balance will calculate your real TWRR return, show how your portfolio evolves against the MSCI World and generate the optimal rebalancing plan. Automatic import from Fortuneo is in development.
Frequently asked questions
Why is Fortuneo so widely recommended for index investing in France?
Fortuneo meets the key criteria for passive management: no custody fees, low trading charges, access to the best UCITS ETFs (Amundi, iShares, Lyxor), optional discretionary management and a well-regarded client service. It is especially recommended for small regular contributions thanks to its monthly free order up to €500 on selected ETFs.
Which index ETFs can I buy in the Fortuneo PEA?
The most popular are the Amundi PEA Monde MSCI World (0.20% TER), the Amundi MSCI World UCITS ETF (CW8), the Lyxor Core MSCI World and the iShares Core MSCI Emerging Markets. All are PEA-eligible via synthetic replication. Fortuneo also offers fixed-income and emerging-market ETFs.
Can I automate my monthly contributions at Fortuneo?
Yes. Fortuneo lets you set up regular investment plans in ETFs, so that each month the purchase of the amount you choose is executed automatically. This savings plan (DCA — Dollar Cost Averaging) strategy is the one recommended by the boglehead community for building long-term wealth.
How do I track my Fortuneo portfolio in Index Balance?
Enter each ETF with its ISIN, the units purchased and the purchase NAV. Index Balance calculates your TWRR return, drawdown, comparison with the MSCI World and the rebalancing required to maintain your target weights. Automatic import is in development.