Finary

Pierre-Luc Schaming

Wealth management & portfolio tracking

Finary allows you to track your bank accounts. Here's how you can do it.

Add a bank account

Gold, silver, platinum, palladium: how to add your coins, bars, and positions on Finary, and understand pricing.

Add and manage precious metals

Track the Value of Your Watches on Finary

Add a Watch to My Portfolio on Finary

You have control over your synchronized accounts on Finary. You want to delete a connection or deactivate a particular account?

Delete a bank or savings account

Finary lets you centralize all your assets, but a subscription is required to add assets without restrictions.

Limitations on adding assets with the free version

You can add any asset or liability on Finary and we update their value in real-time. Let's have a closer look at the most popular ones!

List of available assets you can add on Finary

You can either add your accounts manually or sync them automatically depending on the asset category.

Differences between manual addition and synchronization

Peaks or troughs appearing on your graph and representing incorrect values? You now have the option to correct them.

Clean my graph

Noticed something wrong? Report incorrect ownership, price, name, or other details in just a few steps.

Report an issue with an asset in your portfolio

Manage my portfolio

Find out how to update the value of your assets in the Startups & SMEs section.

Update the valuation of an asset in the Startups & SMEs category

Startups

Tracking your unrealized gains and losses

Understand my performance (profit & loss)

Performance

The API key you used to connect Binance or Kraken may be revoked. Here is how to resume your Binance account synchronization.

My Binance account won't synchronize anymore

Add Bitcoin stored on your Ledger to your Finary Account

Add Bitcoin Wallet (Ledger)

Securely link your Kraken account to Finary

Add my Kraken account

Swissborg doesn't provide a public API. However you can still import your transactions in Finary by following the steps below.

Import your Swissborg transactions

It's easy to add your Exodus Bitcoin to your Finary estate. Follow the guide!

Bitcoin - Add an Exodus address

Crypto.com doesn't have a public API. You can still import your transactions in Finary by following the steps below.

Import your Crypto.com transactions

Want to add your Ethereum stored on your Ledger to your Finary estate? Follow the guide.

Add my Ethereum (ETH) address stored on Ledger

Add cryptocurrencies owned in an Ethereum wallet

Add an Ethereum Wallet (ETH)

You have 3 options to add cryptocurrencies to your portfolio: connection with an exchange, wallet synchronisation, or manual addition.

Add cryptocurrencies to my assets

Synchronize your account on cryptocurrency exchange platform Coinbase

Link my Coinbase account

Link an account with cryptocurrency from platform Binance

Add my Binance account

Staked cryptos on Binance Earn can be tracked on Finary!

Binance staking

This article will help you to link your Metamask wallet to Finary.

How to link a Metamask Wallet to Finary

Learn more about what the types of assets that are supported at the moment for Bitpanda.

Some assets are missing on my Bitpanda connection

Crypto

Learn how to enter a bullet loan where the capital is repaid at maturity

Add an in fine loan (bullet loan)

How to add loans, understand Finary’s modelling and fix common issues (sync vs manual).

Loans — Complete guide to track your loans

Loans

Real estate

Learn how to override the value estimate provided by PriceHubble

Set the value of my real estate asset manually

Learn more about the automated estimation of your real estate assets provided by PriceHubble

How much is my property worth?

Dashboard

Community

Apprendre à investir avec Finary

Find answers and get help from Intercom Support and Community Experts

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