Finary

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

Pierre-Luc Schaming

Manage my portfolio

Dashboard

Community

Apprendre à investir avec Finary

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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