Have you Ever thought of how it would be to balance over 15 accounts that include banks accounts, investment portfolios, and Cryptocurrancy wallets?
Such a situation may lead to confusion, missed opportunities, and even costly mistakes. The survey conducted reveal that people spend about 4 to 5 hours per month dealing with their finances.
Finary also called as Wealth Management or Portfolio tracker provides a real solution that is helpful to find and calculate the amount of money that will be necessary to make an effective investment. Finary will help you to put all your financial information in one place, for example, net worth of $150, 000, using this data and knowledge you can make right decisions to reach your financial goals. By reducing the time spent on financial management, you can focus on what truly matters: you can grab to attain your Financial dreams.
Welcome to the Finary Community and make the most of portfolio tracker app/ Wealth management app as well as the, cash flow app all in one place.
Table of Contents
Features of Finary
- Finary provides Fast, Easy to Setup: It is quite easy to set up on Finary. All you need for it is to link your current financial profiles or accounts, and you are set to start tracking your money.
- Finary is Detailed & Customizable: Finary enables you to get an instant snapshot of your financial status alongside advanced analytics and a detailed dashboards.
- Privacy is First for Finary: It is safe to say that, your financial details remain secure with Finary. To adequately safeguard your privacy and the privacy of your information, it uses the highest levels of security and two factor authentication.
Asset’s List on Finary
Any assets can be linked on Finary and gets updated on real time basis, but some of the most popular assets are mentioned below:
- Investment Accounts: You can link all your Investment accounts available on Brokerage platforms (Robinhood, Fidelity), Employee benefit platforms such as Charles Schwab Equity Center and Money management platforms such as Marcus, Vanguard etc. on finary. Moreover, the accounts can be linked manually as well as Automatically.
- Bank & Saving Accounts: Your Bank accounts such as saving accounts, High yield saving accounts, credit card accounts etc can also get tracked on Finary. Over 10000 bank accounts worldwide are available on Finary.
- Real Estates: Properties such as Residential, Commercial etc. located anywhere in the world can be added on Finary and for some countries it can track the value of the property as well.
- Cryptocurrency: Popular cryptocurrency exchanges such as Coinbase, Binance etc. can be connected over Finary and you can manually add 5,500 individual cryptocurrencies to your profiles manually.
- Precious Metals: Precious metals such as Gold, Bars, Coins etc. can easily be tracked on Finary, it contains information about 1000 types of precious metals and their value updates daily.
- Other Assets: Many other assets are available which doesn’t fit the above category can be connected and tracked over Finary.
How to add Assets on Finary?
Assets can be added on Finary by three ways:
1.Manually
You can add assets manually when either you are not willing to add your crypto platforms or the platform is not yet available on Crypto. To add follow the steps given below:
A. Click on add option as shown below:
B. Select Crypto option
C. Select Enter manually
D. Add your crypto
E. After adding crypto, click on validate option to validate the addition. After addition your crypto will be counted as asset in Finary.
2. Exchange Account’s Synchronization
You can synchronize your exchange account on Finary effortlessly. Finary is connected to the exchange platforms and Once you import your position on different platforms it automatically updates the buying or selling position on that platform.
3. Synchronization of Wallet
Wallets such as Ethrem wallet and Bitcoin wallet can also be linked on Finary by following the above steps till STEP B (as stated above) and thereafter, selecting either Ethereum wallet or Bitcoin wallet. After selection of the wallet paste the address of your wallet in the address box. Now, you are connected with your wallet.
Solutions of Finary
| Particulars | Finary Plus | Finary Pro |
| Target Users | Those Individuals who wants to optimize their Personal finance by using this portfolio tracker app | Professionals and Businesses who need advance financial tracking |
| Tracking of Multiple Business Entity | No | Yes |
| Advanced Analytics | Limited | Comprehensive |
Finary Tools
Finary is a Wealth management tool that lets the user to track their investment effectively and effeciently. Apart from the basic capabilities of the application such as portfolio tracking and personal finance, Finary provides access to a rich set of tools to help you make right decisions and reach your financial goals.
Budget Calculator: Finance can easily be organized through this tool and you can create and keep track of your budget using this budget tracker. It shall make a budget of both the income and the expenditure and control spending to avoid unnecessary expenses.
Wealth Simulator: A wealth simulator is Finary’s feature that allows you to compare various investment opportunities and see how much of a billionaire you might become. Try any type of investment, alter your savings and analyse how the market will affect your future.
Compound Interest Calculator: Explain compounded interest and determine possible earnings in the future. Learn how, with rational systematic approach and consequent investments, your accumulation of capital can grow vastly.
Loan Calculator: Calculate your expected monthly installments, total amount of interest you will be charged and your amortization table on mortgage loans, car loans or personal loans. Get the best decision on borrowing and ensure you meet all your debt obligations well.
Fees for Investing in Cryptocurrency through Finary
This Budget and Portfolio tracker also provides a platform to buy/sell around 25+ Cryptocurrency 24/7, by incurring the fees mentioned below:
Finary Pricing
Finary Review: Conclusion
So in today’s world where everyone is busy and don’t have time to look after and manage their investments. Finary emerges as a wealth management tool to track your finance and investments at a single place and solves the problem by integrating your assets from different platforms.
Is my data safe on Finary?
Finary does not stores your banking credentials and it has read only access that allows them to display your data innyour account. So, your data is safe here.
How can I top up my account?
To top up your account
First of all Click on your Euro Balance
select “Top Up my Account”
You will see your own personal IBAN and then
Transfer money to that account with a SEPA transfer
How to change the category of a transaction?
Follow the following steps:
Select Budget tab
then go to transaction and then select Category and by selecting new category pf your want you are all setup
