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Finary: Budget & Money Tracker

Finary: Budget & Money Tracker

Freemium Finance & Trading ✓ Verified

One place. All your investments. Super powered. With Finary, experience the world's first App that lets you track your net worth in real-time and pla

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About this Tool

Finary: Budget & Money Tracker

One place. All your investments. Super powered.

With Finary, experience the world's first App that lets you track your net worth in real-time and pla

One place. All your investments. Super powered.

With Finary, experience the world’s first App that lets you track your net worth in real-time and plan your financial goals. Connect all your investments and liabilities, get performance reports and optimize your portfolio. Safely link over 20,000 Banks, Broker, Crypto platforms, Robo-advisors…. Finary works globally and replaces your Spreadsheet.
Finary is a real financial planner. The App also allows you to plan and track your financial goals

Pros & Cons

✓ Pros

  • ✓Suivre votre patrimoine, en pilote automatique
  • ✓Economisez des heures sur le suivi de vos finances
  • ✓Connectez tous vos comptes & actifs
  • ✓Free plan or freemium pricing

✗ Cons

  • ✗No native Android app
  • ✗Some advanced features may require higher-tier plans

Key Features

🔧

Suivre votre patrimoine, en pilote automatique

🔧

Economisez des heures sur le suivi de vos finances

🔗

Connectez tous vos comptes & actifs

🔧

Profitez d'un suivi détaillé de vos performances

🔧

Fast, easy to setup

🔧

Tailor-made

🔧

Privacy-first

🔧

Community-driven

📋 Scripts & Prompts for Finary: Budget & Money Tracker +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Finary: Budget & Money Tracker +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
osaurus
Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
GitHub
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CoinGecko MCP Server
Low 📱 macos, linux, windows
MCP for CoinGecko crypto market data.
🔓 Sign Up Free to Install
🔌
finmap-org/mcp-server
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.
🔓 Sign Up Free to Install
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Stripe MCP Server
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Finary: Budget & Money Tracker +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
⬇ Import Agent Docs
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
▶ On-demand
Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.
https://github.com/anthropics/claude-code
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Use Cases

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Tags

Finance & Trading Freemium Api Desktop iOS

Frequently Asked Questions

Finary: Budget & Money Tracker is available as freemium. Visit the tool's website for the latest pricing details and plan options.

Finary: Budget & Money Tracker offers a free plan. Check the website for feature limitations and upgrade options.

Finary: Budget & Money Tracker is available on Api, Desktop, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Finary: Budget & Money Tracker website for current trial availability and duration.

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