Finary
8.5#5 in portfolio management softwareFrom €44.99 a yearFree planAndroidiOSWebAPI
Visit| Fact | Finary | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2020 | 2021 |
| Free plan | Yes | Yes |
| Headquarters | Paris, France | Lyon, France |
| Performance reporting | Yes | Yes |
Finary suits people who want a single view of connected finances, investments, and other assets, with budgeting and portfolio analysis tools. The free plan may fit users tracking up to two accounts and two goals; larger needs can consider a paid tier.
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.