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- Launch Finary directly from your Dock or taskbar.
- Work without distractions in a dedicated window, separate from your browser tabs.
- Stay signed in to multiple Finary accounts and switch between them without logging out.
Finary is for people who want to see their finances and investments in one place instead of checking multiple accounts or maintaining a spreadsheet. It brings together connected bank and savings accounts, investment accounts, crypto wallets and exchanges, real estate, loans, and other assets in a single portfolio view. Some assets can also be added manually. Use the dashboard to follow your total wealth, net worth, account balances, and investment performance over time. Portfolio charts and breakdowns help you review how your assets are allocated and compare performance across investments. Finary also includes tools for tracking spending and cash flow, and offers additional analyses such as fees, dividends, and portfolio projections. Finary may suit investors and households who want a consolidated view of their finances and a simpler way to monitor their portfolio. Connected accounts are accessed on a read-only basis, so the app can display account information but cannot make transactions on your behalf.
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