Finary

Group your wealth by asset class, compare several classes on the chart and read their performance over the period.

See your allocation and performance by asset class

The Holdings tab, on the web and the mobile app, brings together every holding you own, added up across all your accounts.

See all your holdings, across every account

How to navigate the new asset view: an account or asset's detail page and its tabs (Overview, Holdings, Transactions, Insights, Settings).

Getting to know the asset view

Pierre-Luc Schaming

Wealth management & portfolio tracking

On an existing manual investment account: add a share, an ETF, a unit-linked fund or a euro fund, and record a new purchase.

Adding a security, a unit-linked fund or a euro fund to my existing manual account

On an existing manual investment account: record a sale, correct a quantity, a buying price or a euro fund's value, and delete a line.

Recording a sale or correcting a holding in my existing manual account

How to add your Private Equity investments on Finary — via Other Assets, Startups & SMEs, or an investment account depending on your investment type.

Add Private Equity to my portfolio

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

Add and manage precious metals

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

Add a bank account

How to add an asset to Finary — by syncing an institution or adding it manually — and the special cases to know.

Adding an asset to my wealth

Where to create a manual investment account, and how to update a manual account you already have.

Adding an investment account manually (life insurance, PER, PEA…)

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

The three angles Finary uses to show your wealth, and what each one includes.

Total worth, net worth and financial assets

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

Clean my graph

How to add or edit an asset's buying price (average cost) in the asset view, and what to know before doing it on a synced asset.

Editing an asset's buying price

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

The transaction-based manual investment account: what it's for, who it's for, and how to create it.

Track my investment account from my transactions

The terms the asset view is built around — connection, asset, holding — and how transactions fit in.

Account, asset, holding, transaction: what's the difference?

The difference between adding a holding and adding a transaction, and how to enter a buy, a sell, a deposit or a dividend.

Add holdings and transactions to my manual account

Correct or delete a transaction, and understand why a change is sometimes refused.

Edit or delete a transaction in my manual account

How Finary tracks the money available in your account, and what to enter to keep your performance accurate.

Manage the cash in my manual account

What the P&L and the Holdings tab show, and how they differ from your other accounts.

Understand the performance of my manual account

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

How Finary calculates your gains and losses, where to find them in the asset view, and what to do if your P&L looks wrong.

Understanding my performance (P&L)

Performance

What Finary syncs from Kraken, including Earn positions, and what is not supported yet.

Some assets on my Kraken account are not showing up

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 the Bitcoin stored on my Ledger to Finary

Bitcoin - Add a Ledger address

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

Dashboard

Community

Apprendre à investir avec Finary

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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