10K+ portfolios tracked

Take Control of Your Investment Portfolio

Track 401k, stocks, crypto, and more in one secure, unified dashboard

Finuary - Comprehensive Investment Portfolio Tracker

Powerful features to optimize your wealth

Explore the suite of tools designed to help you track investments, analyze performance, and grow your wealth. Each feature is built with precision to give you complete control over your financial portfolio.

Multi-Account Portfolio Tracking

Consolidate all your investments across banks, brokers, and crypto exchanges. Get a unified view of your complete financial picture in one secure dashboard.

Real-Time Portfolio Analytics

Monitor your asset allocation, track performance metrics, and analyze returns across different asset classes.

Goal-Based Investing

Set financial goals and track your progress. Finuary helps you stay focused on retirement, education, and other important milestones.

Automated Tax Planning

Optimize your tax efficiency with insights on tax-loss harvesting, capital gains, and deductions. Simplify annual tax filing.

Bank & Broker Integrations

Connect with financial institutions securely. Keep your portfolio data always up-to-date with real-time syncing.

Complete Portfolio <strong>Visibility</strong>

Complete Portfolio Visibility

Gain complete visibility into your entire investment portfolio across all accounts. Track your 401k, stocks, cryptocurrency, mutual funds, and Indian investment instruments in one unified dashboard. Monitor asset allocation, performance metrics, and real-time valuations at a glance.

Automated <strong>Rebalancing</strong> & Portfolio Management

Automated Rebalancing & Portfolio Management

Keep your portfolio aligned with your goals through automated rebalancing. Get intelligent recommendations based on your asset allocation targets and risk profile. Let Finuary handle the complexity while you focus on long-term wealth building.

Advanced <strong>Tax</strong> Optimization

Advanced Tax Optimization

Maximize returns with intelligent tax planning tools. Identify tax-loss harvesting opportunities, track capital gains across all holdings, and generate comprehensive tax reports. Simplify annual tax filing with detailed documentation of all transactions.

Bank-Level <strong>Security</strong> & Privacy

Bank-Level Security & Privacy

Your financial data is protected with military-grade AES-256 encryption. We comply with GDPR, PCI-DSS, and SOC 2 standards. Rest assured that your investment information, account credentials, and transaction history are always secure with regular security audits.

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Discover why thousands of professionals trust our platform to track their finances. Get started today and see the difference for yourself!

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