In this financial management app, you can connect various accounts, monitor assets, and analyze your portfolio. Includes real-time net worth tracking, goal planning tools, and investment performance reports.
AppRecs review analysis
AppRecs rating 4.4. Trustworthiness 0 out of 100. Review manipulation risk 0 out of 100. Based on a review sample analyzed.
★★★★☆
4.4
AppRecs Rating
Ratings breakdown
5 star
79%
4 star
7%
3 star
1%
2 star
2%
1 star
10%
What to know
✓
High user satisfaction
87% of sampled ratings are 4+ stars (4.4★ average)
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Authentic reviews
No red flags detected
About Finary: Budget & Money Tracker
With Finary, experience the world's first App that lets you track your net worth in real-time and plan your financial goals. Connect all your investments and liabilities, get performance reports and optimize your portfolio. Safely link over 20,000 Banks, Broker, Crypto platforms, Robo-advisors.... Finary works globally and replaces your Spreadsheet.
Finary is a real financial planner. The App also allows you to plan and track your financial goals, especially financial independence. We've created your personal finance OS so you can focus on what matters: making investment decisions.
MULTI-ASSET TRACKING
■ Real Estate: All types of properties, powerful price estimates
■ Banks: Revolut, Morgan Stanley, Stash, Bank of America, HSBC, Citibank, Chase, JP Morgan, N26, Wells Fargo, Goldman Sachs, AMEX, Wells Fargo, Investors bank,...
■ Brokers: Robinhood, Charles Schwab, Interactive Brokers, Vanguard, Etrade, DeGiro, Sofi Investment Trading, Sharesight...
■ Benefits: Fidelity Netbenefits, Vanguard, Charles Schwab Equity Center,...
■ Robo-Advisors: Wealthfront, Betterment, Nutmeg, Acorns, Stash,...
■ Crypto: Binance, Coinbase, Kraken, Bitstamp, Crypto.com, Bitpanda, Ledger Live, Solana, Cardano Wallet...
■ Precious Metals: Gold and Silver, Platinum...
■ Startups et Angel Investments
■ Crowdfunding & Crowdlending
■ Private Equity
■ Collectibles: Watches, Cars, Cards, Wine, NFTs..
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
PLAN AND TRACK YOUR FINANCIAL GOALS
■ Financial independence simulator
■ Automatic progress tracking
■ Optimizations to reach your goal faster
BANK-LEVEL SECURITY
■ We apply the same security standards as Banks
■ Enable 2FA and secure your account even further
■ 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 Google Sheet!"
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
"This is simply the best portfolio tracking App! Smooth onboarding, real-time price updates, and a team that listens to its users. A must-have for all investors."
Alexis
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
■ Youtube : youtube.com/c/Finary
■ Blog: finary.com/en/blog
■ Email: hello@finary.com
Terms of Use: https: //finary.com/en/terms
Apple Terms of Use: https: //www.apple.com/legal/internet-services/itunes/dev/stdeula/
Finary: Budget & Money Tracker Screenshots
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Reviews for Finary: Budget & Money Tracker
Petrus Lichoas
Good
Good
MPB59!
Great in theory but does not really work
I love the YouTube chain. Mounir and his team are doing more for educating people on personal finances than anyone before. It’s not pro bono as the service of Finary is not free and the financial products proposed mean business. Finary is certainly going to be a beautiful FinTech company. All my admiration remains for that. But the issue is more basic : the application does not work well. It uses Powens that does not do a proper job at agregating data or linking accounts. With bank 1 (a well-known brick and mortar French bank), it only picks the checking account data. With bank 2 (a US financial institution), the numbers are wrongly reported, by a long shot! With bank 3 (a well known Fintech), the link is simply impossible. I am sure that with online support and phone calls, it is possible to solve the issues but the point of the Finary appplication is to make personal finances easy. So, it is an absolute no-go and a personal disappointment.