Finary review
A broad wealth tracker for households managing accounts, alternatives, fees and goals.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Finary pros and cons
- 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
Finary fact sheet, pricing and score →
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