Choose the plan that works for your portfolio

All plans come with a 30-day money-back guarantee.

Bill monthly
Bill annually

Free Perfect for individual investors.

$ 0 /forever free

$ 0 /forever free

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  • Track multiple investment accounts
  • Real-time portfolio analytics and performance tracking
  • Asset allocation insights and recommendations
  • Goal-based investment planning

Premium Coming soon

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  • Advanced tax optimization tools
  • Personalized investment recommendations
  • Professional portfolio reports
  • Priority customer support
  • All free features

Wealth Manager Coming soon

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  • One-on-one financial advisor consultations
  • Comprehensive wealth management services
  • Custom portfolio rebalancing strategies
  • Dedicated account manager

Whats included on all Finuary plans

Explore the suite of tools designed to streamline your workflow, enhance productivity, and drive growth. Each product is crafted with precision to meet your needs and exceed your expectations.

Portfolio Analytics

Gain valuable insights instantly with Finuary's portfolio analytics. Track performance metrics across asset classes, monitor returns, and measure investment effectiveness effortlessly.

Multi-Account Consolidation

Consolidate all your investments in one unified dashboard. Monitor 401k, stocks, crypto, bank accounts, mutual funds, and Indian instruments from a single secure location.

Asset Allocation Tracking

Efficiently track your asset allocation across stocks, bonds, crypto, real estate, and alternative investments. Monitor diversification and get rebalancing recommendations.

Bank & Broker Integrations

Connect Finuary with 400+ financial institutions effortlessly. Sync your brokerage, bank accounts, and investment platforms automatically for real-time portfolio updates.

Mobile Investment Management

Monitor your portfolio on the go with Finuary's mobile app. Check performance, receive alerts, and manage your investments anytime, anywhere with full functionality.

Expert Financial Support

Receive exceptional support from our financial experts whenever you need it. Get guidance on investment strategies, account setup, and portfolio optimization.

Bank-Level Security

Rest assured knowing your financial data is protected with military-grade AES-256 encryption. We comply with GDPR, PCI-DSS, and SOC 2 standards for maximum security.

Performance Benchmarking

Track your portfolio returns against market benchmarks and indices. Understand how your investments compare to the market and adjust your strategy accordingly.

Demystifying pricing, common queries resolved

Curious about our pricing plans? We’re here to help. Below are some of the most frequently asked questions about our pricing options.

What is included in the free trial?

Our free trial gives you full access to all features of our platform for 14 days. You can explore and use all functionalities to see how they fit your business needs, without any cost.

Can I change my plan later?

Yes, you can upgrade or downgrade your plan at any time from your account settings. The changes will take effect immediately, and any cost adjustments will be prorated.

Are there any hidden fees?

No, there are no hidden fees. The price you see is the price you pay. We believe in transparent pricing with no surprises.

What payment methods do you accept?

We accept all major credit cards, including Visa, MasterCard, American Express, and PayPal. For enterprise plans, we also offer invoicing options.

Do you offer discounts for annual subscriptions?

Yes, we offer a discount for annual subscriptions. By choosing an annual plan, you can save up to 20% compared to the monthly plan.

Join Thousands Of Other Satisfied Users!

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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