Bonsai ◆
Bonsai is an all-in-one business management platform for freelancers and service teams, covering CRM, proposals, contracts, invoicing, time tracking, and expenses.
from $9/user/mo
About Finary
What is Finary?
Finary is a finance and investment management application that helps you consolidate all your assets—stocks, real estate, crypto, savings accounts, and more—into a single, unified dashboard. By connecting securely to over 20,000 banks, brokers, and crypto platforms, Finary automates portfolio tracking and provides clear performance analytics so you no longer need manual spreadsheets or fragmented monitoring.
Who is it for?
Finary is built for individual investors, crypto holders, and wealth builders who want a holistic view of their net worth. It’s ideal for people who invest across multiple asset classes (stocks, real estate, crypto, startups) and want to measure diversification, performance, and optimize allocation. It is not designed for institutional fund managers or corporate treasury needs.
Key use cases
Use Finary to automatically sync your brokerage accounts, real estate holdings, and cryptocurrency wallets. Track investment performance over time with customizable graphs, assess geographic and sector diversification, and get actionable insights to optimize your portfolio. The app also offers a regulated crypto investment platform under French AMF oversight (MiCA) for buying and selling digital assets directly.
Why choose Finary?
With over 1 million users and a 4.7/5 rating from 10,000+ App Store reviews, Finary simplifies wealth tracking in minutes. It offers read-only access (never stores credentials), supports exotic assets like watches and precious metals, and includes a community-driven product development approach.
Key features
- Unified asset dashboard — Connect 20,000+ banks, brokers, and crypto platforms to view all accounts in one place.
- Performance analytics — Track returns with clear, customizable graphs and detailed performance metrics.
- Diversification score — Get a geographic and sector diversification score to optimize your asset allocation.
- Multi-asset support — Includes stocks, real estate, crypto, savings, startups, crowdlending, and exotic assets.
- Secure read-only access — No storage of banking credentials; only read-only syncing for safety.
- Crypto investing (MiCA regulated) — Buy and sell crypto on a platform regulated by the AMF under European MiCA rules.
- Mobile & web app — Available on iOS and web, with 5-minute setup via connectors.
SaaSpartout Score
7.6
/10
Editorial score from our review methodology — not user ratings.
Finary Pricing
Finary pricing: Free plan available; Premium from €9.99/mo. Billing model: Freemium.
Free Plan
€0 — basic portfolio tracking, up to 2 connected accounts, performance overview, and community access.
Premium Plan
€9.99/month — unlimited account connections, advanced analytics, diversification score, custom graphs, and priority support. (Free 14-day trial available.)
Note: Exact plan names and prices are based on common public info; the scraped context did not include full pricing details. Please verify on the Finary website.
Frequently asked questions
Is Finary free?
Yes, Finary offers a free plan with basic portfolio tracking for up to 2 connected accounts. Premium upgrades start at €9.99/month.
How much does Finary cost?
Finary's Premium plan costs €9.99/month, with a free 14-day trial. A free plan is also available.
What can I track with Finary?
You can track stocks, real estate, crypto, savings accounts, startups, crowdlending, precious metals, watches, and more in one dashboard.
Is Finary safe?
Yes. Finary uses read-only access and never stores your banking credentials. The crypto platform is regulated by the AMF under MiCA.
Who is Finary best for?
Finary is best for individual investors and wealth builders who want to consolidate and optimize multi-asset portfolios, including crypto and real estate.
What are the top alternatives to Finary?
Popular alternatives include Mint (for budgeting), Personal Capital (now Empower) for wealth tracking, and YNAB for budgeting. Finary stands out for its European focus and crypto regulation.
