💡 Family mode is available in the app for Finary Plus members.
Once you've created your family members and assigned their investments, you can open a detailed view of each member's investments, or of the whole family's wealth. Changes and insights are individualized per member or for the entire family too — ideal for shaping your strategy or discussing with your co-investors.
Viewing wealth
For a member or the family
Log in to your dashboard.
Select the member you want (or Family for the overview):
On the mobile app, the menu is in the top-left corner.
On the webapp, the menu is at the bottom left; then click "Profile view".
The dashboard updates to show the selected wealth.
The following are then personalized: the wealth value, the value-over-time chart, and the best / worst performing investments.
Viewing investments
A member's detailed view
When you select a member, the assets and liabilities in the Portfolio section adapt to show those held by that member, in full or in part. An icon with the member's initials appears on each asset / liability they hold; if the asset is shared, the other holders' icons appear too.
Value, performance and insights
When you open the detail of a member's assets or liabilities, the values and performance shown correspond only to the share held by that member. This lets you analyze each member's — or the family's — strategy in detail.
Assignment date and charts
💡 When you assign or remove part of your wealth to a member, the date used is the one on which you perform the action in the app. The value-over-time charts reflect this operation.
Example:
Your family's wealth is €500,000: a property worth €250,000 and €250,000 of stocks.
You create a member A and assign them 50% of these assets.
When you select member A, their wealth goes from €0 to €250,000 on the assignment date.
When you select the main user, their value goes from €500,000 to €250,000 on that same date.