Finary is a comprehensive wealth management and investment tracking platform designed to help you monitor your total net worth, investments, and liabilities in one place.
Description
Over 800,000 investors use Finary to track their total net worth, manage their budget, and invest. Connected to over 20,000 banks and investment platforms worldwide, Finary is the most efficient way to track all your investments in real time.
Here is what the application offers in detail:
- All-In-One Asset Tracking: Real estate, savings & bank accounts, life insurance, brokerage accounts, Employee Savings, Crypto, Startups, Private Equity, precious metals, and more.
- Portfolio Tracking: Performance calculation, continuous asset value updates, advanced charts and analysis, and dividend tracking.
- Budget Management: Income/expense tracking, cash flow charts, AI-powered automatic categorization, and custom categories.
- Wealth Optimization: Hidden fees scanner, geographical and sector diversification scores, and investor profiling.
- Crypto Investing: Create customized savings plans, low fees, and fully regulated in France.
- Goal Planning & Tracking: Financial independence simulator, real-time automatic tracking of your progress, and optimization proposals.
- Maximum Security: Finary applies the same standards as the largest banks (2FA, data access only on demand, no operations can be performed on your accounts).
We put technology to work for your money and modernize wealth management.