Get Answers to Your Finuary Questions.

The basic plan starts at an affordable rate, which includes access to core portfolio tracking features and support for up to 5 investment accounts. This plan is perfect for individual investors looking to start tracking their wealth.

Yes, we offer a 20% discount on annual subscriptions for all our plans. By choosing an annual subscription, you can save money and ensure uninterrupted access to all Finuary features for tracking your investments throughout the year.

Yes, you can upgrade or downgrade your subscription plan at any time from your account settings. This flexibility allows you to adjust your plan based on your changing investment portfolio and needs.

Yes, we offer a 30-day free trial for all new users. During the trial, you can explore all of Finuary's portfolio tracking features without any commitment, allowing you to see how it helps manage your investments.

We offer a 30-day money-back guarantee if you are not satisfied with our service. Simply contact our support team within 30 days of your purchase, and we'll process your refund.

Yes, Finuary supports connections to hundreds of financial institutions including brokerages, banks, and cryptocurrency exchanges. This integration helps you consolidate all your investments in one secure dashboard.

Yes, Finuary integrates with most major banks in the US and India through secure API connections. View your bank accounts, savings, and fixed deposits among your investments.

To connect your 401k, go to the integrations page in settings and search for your plan provider. Follow the secure authentication process to link your account and begin tracking retirement savings.

Yes, Finuary supports connections to major cryptocurrency exchanges like Coinbase, Kraken, and others. Track your crypto holdings alongside traditional investments for complete portfolio visibility.

Yes, Finuary specializes in tracking Indian investment instruments including provident funds (PF), fixed deposits (FD), and equity shares. Perfect for Indian investors managing diverse portfolios.

Yes, you can export your portfolio data in multiple formats including PDF and CSV. This allows you to back up your data and analyze it in other tools.