A clearer portfolio. A clearer goal.

For years, Finary has been about showing where you stand: all your accounts in one place, tracked over time. That view looks backward. It shows what you've already built.

With the features we shipped in June, we're now looking ahead: we help you act on your future. Define what you're aiming for, and make progress toward it, right from Finary.

Goals: turn your dreams into a plan

We all have things we're saving for but « someday » rarely turns into a date. Goals is built to change that. Tell Finary what you're working toward, and it turns that ambition into a clear plan: how much you need, how much to set aside, and whether you're on track to get there.

A heartfelt thank-you to the thousands of users who tested the beta. Thanks to your feedback, we have shipped numerous improvements like adding monthly goals alongside annual ones. We will continue iterating on the feature to make it incredibly powerful for you.

Goals is available now on iOS and Android. A web version is on the way.

A redesigned portfolio, consolidated by asset

Until now, a single asset could end up spread across several tabs: a life insurance contract, for example, might be split between euro funds, stocks & funds and SCPIs, with no way to read it as a whole. Beyond the inconvenience, this fragmentation made the underlying data harder to trust and to build on.

So we've reworked the portfolio section to offer a consolidated view by asset: each asset is now visible as a single whole, on both Web and Mobile.

This new view is rolling out gradually and will reach everyone over the coming days (version 2.141.0 and above on the app).

And this is just the first step. Behind the scenes, technical work is underway to move Finary to a transactional model, ensuring greater flexibility and data reliability. It will make it possible to fill any synchronization gaps, to use AI to import data and reconstruct a history predating the creation of your account, and to calculate advanced performance indicators like IRR. This asset-based view is designed to combine with a cross-cutting view, giving you an ever more complete picture of your wealth.

Finary Life: deposit directly from Finary

Since the launch of self-directed investing, Finary Life keeps getting better. You can now make one-time deposits directly from Finary, choosing your own funds and allocation as you go. Many ETFs are available!

Invest, track your operations, and stay in control, without leaving Finary.

You might be wondering: is your current contract really the right one? Should you keep it, stop contributing, or transfer it?

With our new simulator, get the answer in 30 seconds. We analyze your contract and compare it with Finary Life, taking into account your investor profile, fees and tax drag, to help you make an informed and transparent decision.

Investing in unit-linked funds involves a risk of capital loss, as their value may fluctuate up or down depending on financial market conditions. The insurer commits to the number of units, not their value, which it does not guarantee. Past performance is not indicative of future results and is not constant over time.