Exirio review
A flexible household wealth tracker with broad asset coverage and a useful free entry point.
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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.
Exirio pros and cons
- 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
Exirio fact sheet, pricing and score →
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