Finary
European wealth aggregator linking 20,000+ banks, brokers, crypto and real estate in one view.
Finary is a European wealth aggregator that links 20,000+ banks, brokers and crypto platforms (via Powens and Plaid) to show your whole net worth in one place — investments, crypto, real estate with price estimates, life insurance and precious metals. It layers on a diversification breakdown by geography and sector, a fee scanner, dividend tracking with an annual income projection, wealth goals and a budgeting view. There is a free tier (two linked accounts); most of the rest needs Finary Plus.
Features at a glance
| Feature | Finary |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import | —Not verified |
| Automatic bank/broker sync | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast | Yes |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis | Not supported |
| Portfolio health score | Not supported |
| Rebalancing & drift | Not supported |
| Goal & time-to-goal | Yes |
| Custom groupings / tags | —Not verified |
| Return method (TWR/MWR) | —Not verified |
| Benchmark & alpha | —Not verified |
| Backtesting & scenarios | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required | Partial |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios | Not supported |
| AI portfolio review | Not supported |
Best for
European investors who want an automatic 360° net-worth view across banks, brokers, crypto and real estate, and who value a polished mobile app over deep per-holding analytics.
Strengths
- Automatic aggregation of 20,000+ banks, brokers and crypto platforms
- Broad asset coverage including real estate and life insurance
- Dividend tracking with an annual income projection, plus a fee scanner
- Native iOS/Android apps; available in English and French
- Free tier to start (two accounts)
Trade-offs
- Most analytics need paid Finary Plus
- Aggregation-first — you connect accounts rather than avoid linking
- No AI analysis, tax reports or public/shareable portfolios
- Increasingly a distribution platform (life insurance, crypto trading, PEA)
Finary vs PortfolioGlance
Finary is the better fit if you want automatic aggregation of a whole European net worth — bank accounts, real estate, crypto — in a slick app. PortfolioGlance takes the opposite approach: no account linking (manual or CSV), and a free AI-first core with a health score and goal projection, rather than bank-sync breadth.
Try PortfolioGlance freeCompare with
This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.