Finary logo - Finary: bring together and track all your wealth
Investing
Freemium - €0 - €5/month (French offer, may differ locally)

Finary: bring together and track all your wealth

The app to bring together and track all your wealth in one place

What is Finary?

Finary is the go-to app for tracking all your wealth in one place. Connected to more than 20,000 banks and platforms worldwide, it lets you see all your assets in real time: bank accounts, PEA and assurance-vie (French savings products), crypto, real estate, gold and more. More than 800,000 investors already use it.

What you can do with Finary

  • Bring all your wealth together: connect all your accounts (banks, brokers, crypto, real estate) and see your net worth at a glance.
  • Track your investments in real time: stock prices, crypto, the value of your properties, everything updates automatically.
  • Analyze your fees: the fee scanner detects the hidden fees in your ETFs, assurance-vie policies and tax wrappers.
  • Manage your budget: see your income and expenses in a Sankey diagram.
  • Track your dividends: history and forecasts of your passive income.
  • Simulate your financial independence: the Predict tool shows you when you could stop working.
  • Analyze your rental property: cash flow, net yield and IRR calculations.

How much does it cost?

These are the prices of Finary's French offer. They may differ in your country. Finary has several plans:

  • Free: €0, 2 connected accounts maximum, basic features.
  • Lite: €55/year (~€4.50/month), unlimited accounts, fee scanner, dividend tracking, family mode.
  • Plus: €150/year (€12.50/month), all advanced features.
  • Pro: €350/year, for the most demanding investors.

14-day free trial on Plus and Pro.

Why choose Finary?

  • Everything in one place: no more Excel spreadsheets and going back and forth between 10 different apps.
  • 20,000+ connections: almost all banks and platforms are supported.
  • Made in France: a French fintech, with secure data.
  • Active community: a forum with thousands of investors to talk with.
  • Usable free version: perfect for discovering the tool.

Limits to know about

  • Occasional sync issues with certain banks
  • Big price gap between Plus (€150) and Pro (€350) for few extra features
  • 3-day Lite trial period is too short
  • Free version limited to 2 accounts

Conclusion

Finary is the essential tool if you want a clear view of your wealth. As a freelancer, tracking your investments and net worth is crucial for preparing your retirement and financial future. The free version lets you try it out, and the paid plans quickly pay for themselves if you cut your fees thanks to the scanner.

Strengths and weaknesses

Strengths

  • Overall wealth tracking (accounts, real estate, crypto, PEA and more)
  • Consolidated view of all your assets
  • Performance and allocation analysis
  • Automatic bank sync

Weaknesses

  • Advanced features reserved for Finary Plus
  • Sync sometimes lags with certain banks

Frequently asked questions about Finary

Finary is a wealth tracking app that brings all your accounts (bank accounts, PEA, assurance-vie, real estate, crypto) into a single view. PEA and assurance-vie are French savings products.

Yes, Finary has a free plan with the essential features. Finary Plus (€5/month) adds advanced analysis.

Yes, Finary uses a secure read-only bank connection. No transfer can be made from the app.