About Finary: Budget & Money Tracker
Experience the world’s first App that lets you track all your investments and liabilities in real-time, get performance reports and optimize your portfolio. Forget about your investment tracker spreadsheet, your stock...
Experience the world’s first App that lets you track all your investments and liabilities in real-time, get performance reports and optimize your portfolio. Forget about your investment tracker spreadsheet, your stock portfolio tracker excel or your crypto portfolio tracker spreadsheet and try the best portfolio tracker app on the market!
Finary is your personal wealth tracker, you can use it as a bitcoin tracker, a stock market tracker or a wallet tracker to follow coin, track wealth or visualize your portfolio charts. You can safely link over 20,000 Banks, Brokers, Crypto platforms and even track your Real Estate investments.
Finary works globally and replaces your net worth tracker spreadsheet. We’ve developed a portfolio management software created to be your personal finance OS, so you can focus on what matters: making investment decisions.
We built the product as passionate investors, with our users for other investors. We gather the most required features: stock portfolio tracker, crypto portfolio tracker, real estate portfolio tracker, investment fees tracker, investment projection calculator in a single app, the best net worth tracker out there, so you can forget about your investment portfolio google sheets and its complex formulas.
Here’s what you’ll find in the app:
MULTI-ASSET TRACKING
■ Real Estate (Add types of properties, powerful price estimates)
■ Banks (Revolut, Bank of America, HSBC, Citibank, Chase, JP Morgan, N26, Wells Fargo, BNP, Goldman Sachs, AMEX, Wells Fargo,...)
■ Brokers (Robinhood, Charles Schwab, Interactive Brokers, Vanguard, Etrade, DeGiro,...)
■ Benefits (Fidelity Netbenefits, Vanguard, Charles Schwab Equity Center,...)
■ Robo-Advisors (Wealthfront, Betterment Acorns, Stash,...)
■ Crypto (Binance, Coinbase, Kraken, Bitstamp, Crypto.com, Bitpanda,...)
■ Precious Metals (Gold, Silver, Platinum... with over 1000 items)
■ Startups et Venture Investments
■ Crowdfunding & Crowdlending
■ Private Equity
■ Collectibles (Watches, Cars, Cards, Wine..)
and much more
CASHFLOW TRACKING
■ Clear vision on your money flow
■ AI-Powered Categorizations
■ Create custom categories
■ Advanced Analytics
ADVANCED PORTFOLIO ANALYTICS
■ Realized and Unrealized Gains
■ Real-Time prices for many Assets
■ Optimize your Portfolio with exclusive Insights
■ Uncover hidden Fees and save big
■ Get your portfolio Diversification Score and optimize it
■ Track your Dividends
CRYPTO INVESTING
■ Invest in autopilot or buy instantly
■ Low fees and no spread
■ Effortless and swift configuration
■ Regulated in France
BANK-LEVEL SECURITY
■ We apply the same security standards as Banks
■ We support 2FA, pin code & Fingerprint to keep your data safe
■ We don't store any banking credentials and cannot move money on your Accounts
■ Our Team can only access your data after you sent us a request and gave us your consent
SMART NOTIFICATIONS
■ Your weekly Performance Report
■ Dividend payouts and other important events
■ Setup personalized price alerts
USERS LOVE FINARY
“The Finary App gives a real-time overview of all my investments and liabilities. No more wasting time updating my spreadsheet!”
Simon
“My to-go app for everything finance! Being spread between multiple investment platforms and countries, I was in desperate need of a portfolio tracker that has it all. Finary does exactly that.”
Matt
ASSISTANCE AVAILABLE 7 DAYS A WEEK
■ Send us your questions, suggestions, or reviews, we’d love to hear from you!
■ Twitter: twitter.com/finaryhq
■ Facebook: facebook.com/finaryhq
■ Blog: finary.com/en/blog
■ Email:
[email protected]
Terms of Use: finary.com/en/terms
Previous Versions
Here you can find the changelog of Finary: Budget & Money Tracker since it was posted on our website on 2023-07-24 14:42:21.
The latest version is 2.24.0 and it was updated on 2024-04-26 14:45:59. See below the changes in each version.
Finary: Budget & Money Tracker version 2.24.0
Updated At: 2024-04-22
Changes: This new release includes bug fixes and improvements.
Security: you can now change your passcode and password within the app. Go to manage account > Edit my codes.
We’re always making changes and improvements to Finary. To make sure you don’t miss a thing, just keep your updates turned on.
Follow us on X (@finaryhq) and Instagram (@finary)
Finary: Budget & Money Tracker version 2.23.1
Updated At: 2024-04-11
Changes: This new release includes:
- Export your Finary Invest transactions
- Bug fixes and improvements
We’re always making changes and improvements to Finary. To make sure you don’t miss a thing, just keep your updates turned on.
Follow us on X (@finaryhq) and Instagram (@finary)
Finary: Budget & Money Tracker version 2.21.0
Updated At: 2024-03-26
Changes: - **Budget Targets**: Plus users on Finary can now set and track spending targets in different categories for a more customized budgeting approach.
We’re always making changes and improvements to Finary. To make sure you don’t miss a thing, just keep your updates turned on.
Follow us on X (@finaryhq) and Instagram (@finary)
Finary: Budget & Money Tracker version 2.20.0
Updated At: 2024-03-21
Changes: This new release includes bug fixes and improvements.
We’re always making changes and improvements to Finary. To make sure you don’t miss a thing, just keep your updates turned on.
Follow us on X (@finaryhq) and Instagram (@finary)
Finary: Budget & Money Tracker version 2.10.3
Updated At: 2024-02-01
Changes: This new release includes new functionality of smart rules to enable you to categorize your transactions automatically by creating rules based on the title. Simply change the category of a transaction to smart rules.
Follow us on X and Instagram: @finaryhq
Finary: Budget & Money Tracker version 2.9.3
Updated At: 2024-01-16
Changes: This new release includes bug fixes and improvements.
We’re always making changes and improvements to Finary. To make sure you don’t miss a thing, just keep your updates turned on.
Follow us on Twitter and Instagram: @finary
Finary: Budget & Money Tracker version 2.8.3
Updated At: 2023-12-22
Changes: A healthy budget is the sine qua non of a sound investment strategy. With this update, you'll (finally) be able to manage your budget directly in the Finary App.
To do so, head over to your new Cashflow tab. Here you'll find a monthly summary of all your income and expenses. Even better: your linked account transactions are automatically imported and categorized thanks to our powerful Finary AI.
Follow us on Twitter and Instagram: @finaryhq
Finary: Budget & Money Tracker version 2.7.0
Updated At: 2023-12-20
Changes: You can (finally) manage your personal and business assets with the new Holding mode. Simply create your company (or companies), define the shareholders and then allocate the assets or accounts.
More good news for pros: with Finary for Business, you can now invest in crypto via your company.
Follow us on Twitter (@finaryhq) and Instagram (@finary)
Finary: Budget & Money Tracker version 2.6.12
Updated At: 2023-12-13
Changes: This new release includes bug fixes and improvements.
We’re always making changes and improvements to Finary. To make sure you don’t miss a thing, just keep your updates turned on.
Follow us on Twitter and Instagram: @finaryhq
Finary: Budget & Money Tracker version 2.5.1
Updated At: 2023-11-23
Changes: Your investments deserve the most competitive fees. Thanks to our new VIP program, you can invest with fees as low as 0.49%. The more euros you deposit with Finary, the more prestigious your status becomes: Bronze, Silver, Gold and Platinum.
Each status entitles you to reduced fees and other benefits, such as VIP customer support by phone. Just tap the diamond in the top right corner of your screen to get started!
Follow us on X and Instagram: @finaryhq
