Finary has reorganized your wealth around your assets. Instead of browsing by category (stocks, crypto, real estate…), you now start from your portfolio and open the account or asset you're interested in to see its details.
The new navigation
Go to Portfolio. Your accounts and assets are listed there, grouped by type (Investment accounts, Savings accounts, Startups…). The Group assets by type toggle turns this grouping on or off. This toggle is currently available on the web version only: on the mobile app, your portfolio stays grouped by account type.
Click an account or asset name to open its detail page.
Your wealth breakdown
To the right of the chart, a card (Assets and Liabilities tabs) shows each line's weight in your wealth. Its grouping menu displays that breakdown By asset, By asset type or By asset class, and lets you compare how several of them have evolved on the chart.
📎 Detailed article: See your allocation and performance by asset class
Where have the category pages gone?
Where have the category pages gone?
The old category pages (Stocks & Funds, Crypto, Real estate…) no longer exist as dedicated pages. Your Portfolio is now the single starting point: it gathers all your accounts and assets. The reads those pages gave you are still available from Portfolio:
For allocation, evolution and performance by asset class, use the grouping menu on the card to the right of the chart: see See your allocation and performance by asset class.
To group the list of your accounts and assets by type, turn on Group assets by type (available on the web version for now) — your assets are then grouped by type (Investment accounts, Crypto, Real estate…).
To see an asset's detail (holdings, transactions, insights), open its detail page as described below.
An asset's detail page
At the top you'll find the asset's name, its last update time, and a sync badge. On the right, a row of tabs gives access to the different information.
The tabs
The tabs shown depend on the asset type. Here's what you may come across:
Tab | What it does |
Overview | The asset's value, its change over time, the total cost basis and total P&L, and a preview of your top holdings. |
Holdings | The line-by-line detail (Name, Quantity, Unit cost, Cost basis, Current price, Value, P&L) plus a visual breakdown. (Investment accounts, crypto, collections) |
Transactions | The account's transactions, with a See on budget link. (Checking, savings and investment accounts) |
Rounds | The funding rounds of your startup investments. (Startups) |
Insights | The Fee scanner, Dividends, sector and geographic Diversification, and — for SCPIs and real estate — Market performance. (Investment, SCPI, real estate, loans) |
Settings | Edit the asset, manage its sync and ownership, or delete it. |
Depending on the asset type, you'll see for example:
Investment account (PEA, securities account, life insurance…): Overview · Holdings · Transactions · Insights · Settings
Crypto: Overview · Holdings · Settings
Checking / Savings account: Overview · Transactions · Settings
SCPI: Overview · Insights · Settings
Real estate (owned directly): Overview · Insights · Settings
Startup: Overview · Rounds · Settings
Other asset / Collection (watches, precious metals, artwork…): Overview · Settings
A tab is missing or greyed out?
If a tab doesn't apply to that asset type, it isn't shown (for example, a checking account has no Holdings tab).
If a tab applies but doesn't have any data yet, it appears greyed out and can't be clicked. The Settings tab is always available.
The sync badge
Next to the asset's name, a badge shows the sync status. When everything is up to date, it reads "Synchronized". If you need to take action (reconnect, provider error, access expiring soon…), the badge changes color and tells you what to do.
On mobile, this badge is shown as an icon; tap it to see the label and details.
Editing an asset (Settings tab)
The Settings tab gathers, in a left-hand menu:
Synchronization — manage the connection (synced accounts)
Information — edit the name, account type, buying price, etc.
Linked loans — (SCPIs and real estate)
Ownership — how ownership is split
Delete — remove the asset
Your changes are saved automatically as soon as you leave a field: a "Changes saved" message confirms it.
For a synced account, some fields (Institution, Currency…) are greyed out because they come from your institution and can't be edited.
