Finary vs Fund Manager
Finary
finary.comFund Manager
fundmanagersoftware.comSide by side
| Figure | Finary | Fund Manager |
|---|---|---|
| Price from | €3.75/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 3 |
| Spec score · Portfolio Management Software | 9.1 (#1) | 8.1 (#29) |
| Spec score · Stock Portfolio Management | 9.4 (#1) | 8.7 (#3) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Company | Finary says it launched in 2021 and its headquarters are in Paris. | Beiley Software says it was founded in 1993, has a three-person team, and is located in Chandler, Arizona, USA. |
| Founded | 2020 | 1993 |
| Free plan | Yes | No |
| Headquarters | Paris, France | Chandler, Arizona, USA |
| Performance reporting | Yes | Yes |
| Product | Finary provides an app for tracking and managing money, investments, and net worth in one place. | Fund Manager is portfolio management software for individual investors, professional traders, and investment advisors. |
| Security | Finary says banking credentials are handled by aggregator partners and account access is read-only, so it cannot initiate transactions. | The company says broker transaction retrieval uses the OFX protocol over HTTPS and describes it as encrypted and secure. |
Plans
Finary
- Finary Plus€149.99 a year
- Finary Pro€349.99 a year
- FreeFree
- Finary Lite€44.99 a year
- Finary Lite€54.99 a year
Fund Manager
- Personal$139, paid once
- Professional$325, paid once
- Advisor$1,650, paid once
In their own words
Finary
Finary is an app for tracking money, investments, and net worth in one place. Its connectors can synchronize accounts from over 20,000 banks and institutions; users can also add assets and liabilities such as real estate, crypto, precious metals, and startup holdings. Portfolio tools report performance and break allocations down by geography, sector, and market segment. Budgeting features track income and expenses and help identify recurring costs. A fee scanner is designed to surface investment fees and lower-cost alternatives. Finary also offers crypto investing and Finary Life, an individual life-insurance contract insured by Generali Vie. The free plan costs 0.00 EUR and includes two linked accounts and two tracked goals. Lite is €54.99 a year, Plus €149.99 a year, and Pro €349.99 a year; each paid plan lists unlimited accounts and goals. Finary is available on Android, iOS, macOS, and the web. The company says it was founded in 2020 and is headquartered in Paris, France.
Fund Manager
Fund Manager has no write-up on Specifiction yet; its figures are above.