Finary: Budget & Money Tracker

Finary Wealth

In-app purchases

About this app

Join 800,000+ investors that track all their investments and liabilities in real-time, get performance reports and optimize their portfolio with Finary. Forget about your investment tracker spreadsheet, your stock portfolio tracker excel or your crypto portfolio tracker spreadsheet and try the best portfolio tracker app on the market!

Finary is your personal wealth tracker, you can use it as a bitcoin tracker, a stock market tracker or a wallet tracker to follow coin, track wealth or visualize your portfolio charts. You can safely link over 20,000 Banks, Brokers, Crypto platforms and even track your Real Estate investments.

Finary works globally and replaces your net worth tracker spreadsheet. We’ve developed a portfolio management software created to be your personal finance OS, so you can focus on what matters: making investment decisions.

We built the product as passionate investors, with our users for other investors. We gather the most required features: stock portfolio tracker, crypto portfolio tracker, real estate portfolio tracker, investment fees tracker, investment projection calculator in a single app, the best net worth tracker out there, so you can forget about your investment portfolio google sheets and its complex formulas.


Here’s what you’ll find in the app:

MULTI-ASSET TRACKING
■ Real Estate (Add types of properties, powerful price estimates)
■ Banks (Revolut, Bank of America, HSBC, Citibank, Chase, JP Morgan, N26, Wells Fargo, BNP, Goldman Sachs, AMEX, Wells Fargo,...)
■ Brokers (Robinhood, Charles Schwab, Interactive Brokers, Vanguard, Etrade, DeGiro,...)
■ Benefits (Fidelity Netbenefits, Vanguard, Charles Schwab Equity Center,...)
■ Robo-Advisors (Wealthfront, Betterment Acorns, Stash,...)
■ Crypto (Binance, Coinbase, Kraken, Bitstamp, Crypto.com, Bitpanda,...)
■ Precious Metals (Gold, Silver, Platinum... with over 1000 items)
■ Startups et Venture Investments
■ Crowdfunding & Crowdlending
■ Private Equity
■ Collectibles (Watches, Cars, Cards, Wine..)
and much more

CASHFLOW TRACKING
■ Clear vision on your money flow
■ AI-Powered Categorizations
■ Create custom categories
■ Advanced Analytics

ADVANCED PORTFOLIO ANALYTICS
■ Realized and Unrealized Gains
■ Real-Time prices for many Assets
■ Optimize your Portfolio with exclusive Insights
■ Uncover hidden Fees and save big
■ Get your portfolio Diversification Score and optimize it
■ Track your Dividends

BANK-LEVEL SECURITY
■ We apply the same security standards as Banks
■ We support 2FA, pin code & Fingerprint to keep your data safe
■ We don't store any banking credentials and cannot move money on your Accounts
■ Our Team can only access your data after you sent us a request and gave us your consent

SMART NOTIFICATIONS
■ Your weekly Performance Report
■ Dividend payouts and other important events
■ Setup personalized price alerts

USERS LOVE FINARY
“The Finary App gives a real-time overview of all my investments and liabilities. No more wasting time updating my spreadsheet!”
Simon

“My to-go app for everything finance! Being spread between multiple investment platforms and countries, I was in desperate need of a portfolio tracker that has it all. Finary does exactly that.”
Matt

ASSISTANCE AVAILABLE 7 DAYS A WEEK
■ Send us your questions, suggestions, or reviews, we’d love to hear from you!
■ Twitter: twitter.com/finaryhq
■ Facebook: facebook.com/finaryhq
■ Blog: finary.com/en/blog
■ Email: [e-mail]


Terms of Use: finary.com/en/terms

Ratings and reviews

Very disappointed, for the price I'm expecting better. The app is so buggy, especially on the computer. The app says it synchronized 6hours ago, but the big transactions I did 3 days ago don't even show, even though they've appeared on my bank account for days. The support is absent, 2 days after sending a message still no answer. I loved the idea and wanted to use it, a lot, but for 150€ i'm expecting at least a functional app.

I wanted to try Finary and intended to keep the Finary Plus plan beyond the 7 days-trial period. For years now I have lost a tremendous amount of time updating spreadsheets, thus I thought this aggregator could be of great help. The app does not properly support VPNs and requires to downgrade connection security which is a no go for me considering the sensitivity of the data. Synchronisations to accounts do not work for two thirds of my accounts. After a week I did not feel I was saving time...

Buggy everytime I launch it. A good YouTube channel but a bad app at the moment. Would not recommend paying for it. Hope they'll do better later.

What’s new

This new release includes bug fixes and improvements.

We’re always making changes and improvements to Finary. To make sure you don’t miss a thing, just keep your updates turned on.

Follow us on X (@finaryhq) and Instagram (@finary)