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from $9/user/mo
About Exirio
What Is Exirio?
Exirio is a wealth management app that lets you track all your investments—stocks, crypto, properties, loans, and more—in over 40 currencies. It automatically imports transactions and portfolios from more than 12,000 banks and brokers, so you can see your full financial picture in one place without manual spreadsheets.
Who Is It For?
Exirio is built for individual investors and expats who want to understand what they own and how it’s performing, as well as financial advisors and asset managers who need a comprehensive view of clients’ wealth. It’s ideal if you have multiple accounts in different currencies and want to compare performance across assets. It’s less suited for simple budgeting or everyday spending tracking.
Key Capabilities
Exirio provides detailed performance metrics, automatic price updates for public instruments, crypto, and foreign exchange, and supports third-party access for partners or emergency contacts. It also offers data upload/download, document storage, and investment history—up to 2,000 records on the Starter plan, unlimited on Premium.
Real Use Cases
Expat investors use Exirio to view assets in their preferred currency, comparing returns across stock markets, real estate, and crypto. Advisors give clients daily portfolio snapshots without manual updates. Individuals replace their spreadsheets with automated syncing and clear performance dashboards.
Key features
- Multi-asset & multi-currency tracking — Monitor stocks, crypto, properties, loans, and more in over 40 currencies.
- Automatic bank & broker connections — Link 12,000+ institutions to auto-import transactions and portfolios.
- Performance metrics & history — See full performance history and return metrics to compare all your assets.
- Third-party access — Give view or edit access to partners, advisors, or a trusted individual for emergency.
- Data upload, download & document storage — Bulk import/export your data and safely store investment-related documents.
- Automatic dividend tracking — Track dividends automatically on Premium plans.
- Priority support & ad-free — Enjoy priority support and no ads on Premium and Institutional plans.
SaaSpartout Score
7.4
/10
Editorial score from our review methodology — not user ratings.
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Exirio Pricing
Exirio pricing: from $9/mo.
For comparison: the median starting price in Finance & Accounting is $20/month, measured across 145 tools we track. See the full SaaS Pricing Index →
Starter — $9/month or $89/year (Save $19)
Includes all investments, cash, and debts; 40+ currency flexibility; full investment history (up to 2,000 records); detailed performance metrics; automatic price updates for public instruments, crypto, and FX; one connection to an external institution. Ad-supported. 30-day free trial, no credit card required.
Premium — $28/month or $275/year (Save $61)
Ideal for individual investors. Everything in Starter plus unlimited connections to external institutions; automatic dividend tracking; technical and financial data for public securities; import of historical data (we do it for you); priority support; ad-free. 30-day free trial.
Institutional — Custom Pricing
Tailored for financial advisors and asset managers. Full, comprehensive view of all clients’ wealth; automatic information for full focus on advice; one tool for all clients across the firm; daily updates with same level of detail as clients; modern cloud-based multi-device solution; customizable upon request. Contact for pricing.
Frequently asked questions
How much does Exirio cost?
Exirio starts at $9 per month for the Starter plan, or $89 per year. The Premium plan is $28 per month or $275 per year. An Institutional plan is available with custom pricing. All plans include a 30-day free trial with no credit card required.
Is there a free version of Exirio?
Exirio offers a 30-day free trial on all plans. The Starter plan is free during the trial, then you subscribe to keep full access. There is no permanent free plan.
What assets can I track with Exirio?
You can track stocks, crypto, properties, loans, cash, and any other investment type. Exirio supports over 40 currencies and connects to more than 12,000 banks and brokers.
How does Exirio compare to Mint or Personal Capital?
Exirio focuses on investment tracking and performance metrics for multi-currency portfolios, rather than budgeting or spending. It’s more suited for investors and expats who need detailed return data and support for non-standard assets like crypto and real estate.
Who is Exirio best for?
Exirio is best for individual investors, expats with multiple currencies, and financial advisors who need a unified view of client wealth. It’s less suitable for simple budgeting or single-currency spending tracking.
What are the main limitations of Exirio?
The Starter plan limits you to one account connection and 2,000 investment records, and it includes ads. There is no free tier after the trial. Institutional features require custom pricing and may have onboarding complexities for large firms.
