Finary
Tool : standalone product, used directly
Wealth aggregator: accounts, savings, investments, crypto, real estate.
The best tool for a 360° view of your wealth.
What it does, concretely
Managing wealth across multiple banks, brokers and platforms often means juggling many interfaces or keeping a spreadsheet up to date manually. Finary centralises all these assets in a single dashboard, updated automatically.
The application connects in read-only mode to more than 20,000 banks, brokers and crypto platforms worldwide, via third-party aggregators such as Powens. It covers current accounts, savings, stocks, ETFs, life insurance, PEA, CTO, cryptocurrencies, real estate, crowdlending, startups and even exotic assets such as watches or precious metals.
Finary is aimed at individuals who want a comprehensive and up-to-date view of their wealth without spending hours consolidating data. Investors who want to measure their diversification, identify hidden fees, track dividends or plan their financial independence will find practical tools here.
However, people looking solely for a day-to-day budget management tool or who have no financial investments will get less value from the platform. Advanced analysis features, weekly reports and long-term wealth projections require a paid subscription.
What it offers
- ·Automated read-only connection to more than 20,000 banks, brokers and crypto platforms worldwide.
- ·Tracking of all asset types: stocks, ETFs, real estate, cryptocurrencies, savings, crowdlending, startups and exotic assets.
- ·Geographic and sector diversification score to optimise portfolio allocation. (paid)
- ·Identification of hidden fees on investments to protect performance. (paid)
- ·Weekly reports and portfolio review for in-depth wealth analysis. (paid)
- ·Long-term wealth projection and financial independence age calculator. (paid)
- ·Dividend tracking: projected annual income, upcoming payments and actual history.
- ·AI connector allowing users to query their wealth from an artificial intelligence assistant.
In practice
- Price
- Freemium
- Commercial use
- Commercial use: no
- Available on
- web, ios, android
- FR interface
- Yes
Security and data
- Rating
- Security: nothing to flag
- Your data
- Data with third parties
- Known incidents
- Aucun majeur.
- Maintenance
- Active
Card verified on 13 September 2026 · added on 1 January 2020