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Finary: Portfolio Tracker app for iPhone and iPad


4.2 ( 3872 ratings )
Finance Utilities
Developer: Finary SAS
Free
Current version: 2.0.0, last update: 6 months ago
First release : 14 Oct 2021
App size: 121.9 Mb

One place. All your investments. Super powered.

With Finary, experience the world’s first App that lets you track your net worth in real-time and plan your financial goals. Connect all your investments and liabilities, get performance reports and optimize your portfolio. Safely link over 20,000 Banks, Broker, Crypto platforms, Robo-advisors.... Finary works globally and replaces your Spreadsheet.
Finary is a real financial planner. The App also allows you to plan and track your financial goals, especially financial independence. We’ve created your personal finance OS so you can focus on what matters: making investment decisions.

MULTI-ASSET TRACKING
■ Real Estate: All types of properties, powerful price estimates
■ Banks: Revolut, Morgan Stanley, Stash, Bank of America, HSBC, Citibank, Chase, JP Morgan, N26, Wells Fargo, Goldman Sachs, AMEX, Wells Fargo, Investors bank,...
■ Brokers: Robinhood, Charles Schwab, Interactive Brokers, Vanguard, Etrade, DeGiro, Sofi Investment Trading, Sharesight...
■ Benefits: Fidelity Netbenefits, Vanguard, Charles Schwab Equity Center,...
■ Robo-Advisors: Wealthfront, Betterment, Nutmeg, Acorns, Stash,...
■ Crypto: Binance, Coinbase, Kraken, Bitstamp, Crypto.com, Bitpanda, Ledger Live, Solana, Cardano Wallet...
■ Precious Metals: Gold and Silver, Platinum...
■ Startups et Angel Investments
■ Crowdfunding & Crowdlending
■ Private Equity
■ Collectibles: Watches, Cars, Cards, Wine, NFTs..
and much more

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

PLAN AND TRACK YOUR FINANCIAL GOALS
■ Financial independence simulator
■ Automatic progress tracking
■ Optimizations to reach your goal faster

BANK-LEVEL SECURITY
■ We apply the same security standards as Banks
■ Enable 2FA and secure your account even further
■ We dont 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 Google Sheet!”
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


“This is simply the best portfolio tracking App! Smooth onboarding, real-time price updates, and a team that listens to its users. A must-have for all investors.”
Alexis

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
■ Youtube : youtube.com/c/Finary
■ Blog: finary.com/en/blog
■ Email: [email protected]
Terms of Use: https://finary.com/en/terms
Apple Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/