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Finary vs Investment Account Manager

Finary

finary.com

Investment Account Manager

investmentaccountmanager.com

Side by side

FigureFinaryInvestment Account Manager
Price from€3.75/mo$159/mo
Free planYes—
Free trialYesYes
Open source——
WebYes—
Windows—Yes
macOSYes—
iOSYes—
AndroidYes—
APIYes—
Plans published52
Spec score · Portfolio Management Software9.1 (#1)7.7 (#50)
Spec score · Stock Portfolio Management9.4 (#1)8.1 (#11)
Founded20201985
Free planYesNo
HeadquartersParis, FranceMequon, Wisconsin, United States
Performance reportingYesYes

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

Finary pricing →

Investment Account Manager

  • IAM4 Individual New Activation$159 a month
  • IAM4 Individual New Activation$159, paid once

Investment Account Manager pricing →

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.

Visit finary.com

Investment Account Manager

Investment Account Manager has no write-up on Specifiction yet; its figures are above.

Visit investmentaccountmanager.com