Finary vs Morningstar Office
Finary
finary.com
Morningstar Office
morningstar.comSide by side
| Figure | Finary | Morningstar Office |
|---|---|---|
| Price from | €3.75/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 1 |
| Spec score · Portfolio Management Software | 9.1 (#1) | 8.1 (#21) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2020 | 1984 |
| Free plan | Yes | No |
| Headquarters | Paris, France | Chicago, Illinois, United States |
| Performance reporting | Yes | Yes |
| Security | Finary says banking credentials are handled by aggregator partners and account access is read-only, so it cannot initiate transactions. | Morningstar says it uses physical, technical, and procedural safeguards and encryption in transit; its public Office privacy statement does not detail specific security controls. |
| Support | The Android listing says assistance is available seven days a week, while Plus advertises priority support. | The Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information. |
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
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.
Morningstar Office
Morningstar Office has no write-up on Specifiction yet; its figures are above.