Why you and your investors will love Finuary.

Portfolio Analytics

Gain valuable insights instantly with Finuary's portfolio analytics. Track performance metrics across asset classes, monitor returns, and measure investment effectiveness effortlessly.

Multi-Account Consolidation

Consolidate all your investments in one unified dashboard. Monitor 401k, stocks, crypto, bank accounts, mutual funds, and Indian instruments from a single secure location.

Tax Planning & Reports

Generate comprehensive tax reports for capital gains, losses, and income. Identify tax-loss harvesting opportunities to optimize your tax strategy.

Customizable Dashboards

Customize your investment dashboard to match your priorities. Choose widgets and arrange your layout to focus on metrics that matter most to you.

Performance Analytics

Monitor comprehensive performance metrics including ROI, CAGR, and Sharpe ratio. Track your investment returns over different time periods and asset classes.

Advanced Charting

Visualize your portfolio with advanced interactive charts and graphs. Analyze trends, compare performance across investments, and make data-driven decisions.

Data Visualization Tools

Understand your portfolio composition with intuitive pie charts, bar graphs, and heatmaps. Visualize asset allocation and sector exposure at a glance.

Asset Allocation Tracking

Efficiently track your asset allocation across stocks, bonds, crypto, real estate, and alternative investments. Monitor diversification and get rebalancing recommendations.

Bank & Broker Integrations

Connect Finuary with 400+ financial institutions effortlessly. Sync your brokerage, bank accounts, and investment platforms automatically for real-time portfolio updates.

Goal-Based Investing

Set and track financial goals like retirement, home purchase, or education funding. Monitor progress toward your objectives and adjust your investment strategy accordingly.

Customizable Workspaces

Personalize your workspace layout to match your investment style. Adjust widget sizes, organize information, and create the perfect investment dashboard.

Automated Rebalancing

Set up automated rebalancing to maintain your target asset allocation. Let Finuary handle routine adjustments based on your investment strategy and preferences.

Expense Ratio Analysis

Analyze fund expense ratios and their impact on your returns. Identify high-cost investments and explore fee-efficient alternatives to optimize your portfolio.

Investment Risk Analysis

Analyze portfolio risk metrics including volatility, beta, and correlation. Understand your risk exposure and optimize your asset allocation for your risk tolerance.

Mobile Investment Management

Monitor your portfolio on the go with Finuary's mobile app. Check performance, receive alerts, and manage your investments anytime, anywhere with full functionality.

Expert Financial Support

Receive exceptional support from our financial experts whenever you need it. Get guidance on investment strategies, account setup, and portfolio optimization.

Cross-Device Sync

Seamless access to your portfolio across all devices. Sync your investments and preferences in real-time for consistent experience on desktop, tablet, and mobile.

Price Alerts & Notifications

Set up customizable price alerts for your investments. Receive notifications when stocks hit target prices or significant market events occur.

Educational Resources

Access interactive tutorials and learning resources on investing, portfolio management, and financial strategies. Improve your investing knowledge with expert guidance.

Personalized Onboarding

Get personalized onboarding assistance to set up your accounts and configure your portfolio. Benefit from expert guidance for a smooth start with Finuary.

Comprehensive Knowledge Base

Access a comprehensive knowledge base with investment guides, FAQs, and best practices. Find answers to investing questions and learn portfolio optimization strategies.

Live Support Chat

Connect with our support team via live chat for immediate investment advice and technical assistance. Get real-time help when you need it during market hours.

Dividend Tracking

Track dividends from all your investments in one place. Monitor dividend payments, reinvestment options, and historical dividend trends for tax planning.

Currency Conversion

View your portfolio in multiple currencies with real-time exchange rates. Perfect for international investors tracking investments across different countries.