Finary: Budget & Money Tracker

In-app purchases
3.7
1.52K reviews
50K+
Downloads
Content rating
Everyone
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About this app

Experience the world’s first App that lets you track all your investments and liabilities in real-time, get performance reports and optimize your portfolio. 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

CRYPTO INVESTING
■ Invest in autopilot or buy instantly
■ Low fees and no spread
■ Effortless and swift configuration
■ Regulated in France

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: hello@finary.com


Terms of Use: finary.com/en/terms
Updated on
Mar 7, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
App activity, App info and performance, and Device or other IDs
This app may collect these data types
Personal info and Financial info
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

3.6
1.48K reviews
tanguy l
February 2, 2024
Really like the application. I only use it to have a bird eyes view of my net worth. I hope the app stays easy to use and not confusing. ---> Question ---> I, as a previously French HSBC client, now CCF (Crédit commercial de France - HSBC subsidiary), seem to have lost the real time connection to my saving accounts. Do you have any update on this subject ? Br,
1 person found this review helpful
Did you find this helpful?
Finary Wealth
February 5, 2024
Thanks a lot for this review Tanguy! Our partner Powens is working hard to make the new CCF integration available. The problem is that the bank's platform was only launched in early January, so they could not work on the integration earlier. As soon as the integration is ready, we'll let you know! – Pierre-Luc
François Dalleau
January 29, 2024
The app looks great but unfortunately it is impossible to manually sync your different holdings, some positions are outdated of 3 days. For the price of the plus membership it's not normal.
1 person found this review helpful
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Finary Wealth
January 30, 2024
It does not look normal indeed. Can you please reach out to hello@finary.com and let us know when this is done? We will have a look as we are not aware of such an issue at the moment. – Pierre-Luc
Jeri Haapavuo
January 9, 2024
How can I update my loan interest rate which is updated every 12 months??? The app calculates my load amounts wrong which makes it unusable. Also, cannot connect to any Finnish bank accounts.
Did you find this helpful?
Finary Wealth
January 12, 2024
Thanks for your review. Our system only allows fixed rate at the moment, but we'll work on improving it. You could add one loan by year to have the closest calculations. Regarding your bank accounts, Finnish banks are not connected with our data providers at the moment but we hope it will change in the future. – Pierre-Luc

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)