Finary
Finary: A broad wealth tracker for households managing accounts, alternatives, fees and goals. Ranked #37 of 81 in Portfolio Management Software by our editors (5.7/10); pricing: Free plan · 14-day trial; best for consumers tracking broad household wealth.
At a glance
- Editor score5.7 / 10
- PricingFree plan · 14-day trial
- Best forConsumers tracking broad household wealth
- Free planYes
- Paid from€149.99/yr
- Asset class coverageMulti_asset_alternatives
- Founded2020 · Paris, France
- Facts checked20 Sep 2026
Where it wins
- Aggregates banks, brokers, crypto, property and alternative assets
- Tracks performance, allocation, dividends, fees, cash flow and goals
- Available across web, macOS, iOS and Android
Where it doesn't
- Unlimited connections and fee scanning require the Plus plan
- Business-account and business-entity tracking are reserved for Pro
- €149.99 annual paid entry may not suit occasional investors
Our verdict on Finary
Finary is a wealth-tracking and portfolio-management app for individual investors who want one view across household finances. It brings together bank, brokerage, crypto, property, savings, insurance, retirement and alternative-asset information, then adds portfolio performance, allocation, dividends, fees, cash flow and financial-goal tracking. Its scope suits consumers managing more than a conventional securities portfolio, including real estate, precious metals and private equity.
Its main advantage is breadth across accounts and asset types. Finary connects banks, brokerage platforms, crypto exchanges and wallets, life-insurance platforms, retirement accounts and savings accounts, with coverage spanning more than 20,000 banks and financial institutions. The product is available on web, macOS, iOS and Android. Weekly performance reports, alerts, projected dividend income, budget categorization and wealth-projection tools extend it beyond a simple holdings dashboard. Crypto features include recurring purchases and staking or lending.
The pricing structure starts with a free plan, while a 14-day free trial is available. Finary Plus costs €149.99 per year and adds unlimited account and platform connections, a fee scanner, dividend tracking, a diversification score, performance reports and priority support. Finary Pro costs €349.99 per year and includes Plus features alongside business-account connections and business-entity tracking. That makes Plus the relevant paid tier for personal wealth analysis, while Pro is aimed at users with business finances. Investors seeking a focused tracker for only stocks or funds may find Finary’s wider household-finance scope unnecessary; consumers coordinating multiple asset classes are the stronger fit.
Your product? Our editors can test Finary in depth and publish a review, labelled as paid · from $149/mo →
Finary pricing
All 2 Finary plans and prices →
Finary fact sheet
| Free plan | Yes |
|---|---|
| Paid from | €149.99/yr |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Not verified |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Free trial | 14 days |
| Deployment | Cloud, Mobile |
| Platforms | Web, macOS, iOS, Android |
| Compliance & security | GDPR, 2FA |
| Support | Email, Community, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 20,000+ integrations: Banks, Brokerage platforms, Crypto exchanges and wallets, Life-insurance platforms, Retirement accounts, Savings accounts |
| Pricing | Free plan · 14-day trial (source) |
| Website | finary.com |
| Facts checked | 20 Sep 2026 |
Finary integrations
Finary lists 20,000+ integrations on its own site — the 6 named here are the ones its pages call out.
- Banks
- Brokerage platforms
- Crypto exchanges and wallets
- Life-insurance platforms
- Retirement accounts
- Savings accounts
Alternatives to Finary
- 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
Finary is ranked in 2 of our directories.
Used Finary? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Finary for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Finary is listed in our Portfolio Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/finary/"><img src="https://www.itechguides.com/best/badge/finary.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update