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Setting up and managing my Savings plan on Finary Invest
Setting up and managing my Savings plan on Finary Invest

The Finary Savings plan allows you to put your crypto investments on autopilot.

Pierre-Luc Schaming avatar
Written by Pierre-Luc Schaming
Updated over a week ago

Cryptocurrencies have experienced a strong rise in recent years. However, this increase is also accompanied by high volatility, making it difficult to make a decision about investing in these assets. In this article, we will explain to you how to benefit from the rise of cryptos in a context of high volatility using the Finary investment plan.

The Finary Savings plan

The Finary Savings Plan is a tool that allows you to put your crypto investments on autopilot and build a strong and diversified crypto portfolio. It is based on a simple concept: Dollar Cost Averaging (DCA). This concept consists of investing a fixed amount in a basket of assets at a predefined maturity. This way, you invest regularly and automatically, without having to worry about market volatility.

How do I create my Finary investment plan?

📱 Mobile app

To create your Finary investment plan, go to the Invest tab in the Finary mobile app. There you will find the quick action buttons, including the Plan button to create an investment plan:

Select it and follow the instructions to set the amount you want to invest and the frequency of your investments.

🖥️ Web version

You can create your savings plan via this link.

The "Create a savings plan" option is available on the Invest tab, under Savings plans:


How do I edit, pause or delete my Finary investment plan?

📱 Mobile app

⚠️ If you have not yet deposited funds into Finary Invest, the Assets tab will not appear. Once it appears, you will be able to manage your investment plan.

  1. To manage your Finary investment plan, head to the Invest tab in the mobile app. At the very bottom of the Assets tab, you will see your different investment plans.

  2. Select the one you want to edit or delete: you will be able to view the information of this plan and edit, pause or delete it by tapping the pencil icon:

  3. You can then edit your plan or delete it

    1. Edit the investment frequency, the amounts allocated to each crypto or add/delete them

    2. To delete or pause your plan, select the 3 dots at the top right of the screen, then select Pause or Delete:

🖥️ Web version

You can see and manage your savings plans here.

Click on the plan you would link to edit, pause, or delete. These options are available upon clicking on the three dots in the top right corner:

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