Finary vs PortfolioPilot
Finary
finary.comPortfolioPilot
portfoliopilot.comSide by side
| Figure | Finary | PortfolioPilot |
|---|---|---|
| Price from | €3.75/mo | $20/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 7 |
| Spec score · Portfolio Management Software | 9.1 (#1) | 8.5 (#13) |
| Account connections | Finary says its connectors can synchronize accounts from over 20,000 banks and institutions. | PortfolioPilot connects to US and Canadian financial institutions through Plaid, SnapTrade and Yodlee, covering more than 12,000 institutions. |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Free plan | Yes | The free plan includes planning, investing tools, net worth tracking, and portfolio assessment. |
| Headquarters | Paris, France | San Francisco, California, United States |
| Performance reporting | Yes | Yes |
| Support | The Android listing says assistance is available seven days a week, while Plus advertises priority support. | Gold, Platinum and Pro subscribers receive premium support, while Pro includes priority quarterly 1:1 expert calls for setup and product questions. |
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
PortfolioPilot
- FreeFree
- Gold$29 a month
- Platinum$99 a month
- Pro$149 a month
- Gold$240 a year
- Platinum$588 a year
- Pro$1,188 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.
PortfolioPilot
PortfolioPilot has no write-up on Specifiction yet; its figures are above.