Exirio
Exirio: A flexible household wealth tracker with broad asset coverage and a useful free entry point. Ranked #38 of 81 in Portfolio Management Software by our editors (5.6/10); pricing: Free plan · 30-day trial; best for individuals tracking mixed household assets.
At a glance
- Editor score5.6 / 10
- PricingFree plan · 30-day trial
- Best forIndividuals tracking mixed household assets
- Free planYes
- Paid from$89/yr
- Asset class coverageMulti_asset_alternatives
- Founded2020 · Dover, Delaware, USA
- Facts checked20 Sep 2026
Where it wins
- Tracks securities, crypto, real estate, private investments, and more
- Combines performance, allocation, and risk analysis in one view
- Supports account connections, uploads, sharing, and mobile apps
Where it doesn't
- Starter allows one external institution connection
- Starter is ad-supported
- Full history and unlimited connections require Premium
Our verdict on Exirio
Exirio is a wealth-tracking and portfolio management application for individual investors, financial advisors, and asset managers. It brings investments, cash, debts, and other holdings into one view across multiple currencies. Coverage extends from securities and crypto to real estate, private investments, retirement plans, precious metals, luxury assets, and other holdings. Web, iOS, and Android access supports monitoring across devices, while users can connect institutions, enter holdings manually, or upload transaction and holding data.
The published plans show a free option alongside paid tiers, with Starter listed at $9 per month or $89 per year. Starter includes 40+ currencies, detailed performance metrics, automatic price updates, and one external institution connection, but it is ad-supported. Premium is listed at $28 per month or $275 per year and adds full investment history, automatic dividend tracking, technical and financial data for public securities, unlimited external institution connections, historical data import, and priority support. Annual Premium is also listed as ad-free. Institutional is designed around client wealth overviews, firm-wide use, daily updates, cloud-based multi-device access, and customizable configuration.
Exirio’s strongest fit is mixed-asset household tracking rather than a narrowly focused brokerage dashboard. Historical performance and return metrics, allocation analysis by asset class, asset type, and position, plus risk distribution and concentration views give users several ways to understand a portfolio. Automatic valuation updates cover securities portfolios, cryptocurrencies, and precious metals, while Plaid, Flanks, Vezgo, banks, brokerages, and crypto exchanges or wallets support account connectivity. Two-factor authentication, document storage, bulk uploads and downloads, and third-party view, edit, and emergency access broaden its practical coverage. Choose Exirio if you want one cross-asset view with performance analytics; consider another tool if you need more than one Starter connection or want full history and advanced data without upgrading.
Your product? Our editors can test Exirio in depth and publish a review, labelled as paid · from $149/mo →
Exirio pricing
All 3 Exirio plans and prices →
Exirio fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $89/yr |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Free trial | 30 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR, 2FA |
| Support | Email, Docs · 24/7 |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 12,000+ integrations: Plaid, Flanks, Vezgo, Banks, Brokerages, Crypto exchanges and wallets |
| Pricing | Free plan · 30-day trial (source) |
| Website | exirio.com |
| Facts checked | 20 Sep 2026 |
Exirio integrations
Exirio lists 12,000+ integrations on its own site — the 6 named here are the ones its pages call out.
- Plaid
- Flanks
- Vezgo
- Banks
- Brokerages
- Crypto exchanges and wallets
Alternatives to Exirio
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
Also Ranked In
Exirio is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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