Mounir Laggoune
CEO of Finary
Mounir Laggoune
CEO of Finary
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Join Finary
July 11, 2023

June 2023 Product Update

Summer is well underway, but the high temperatures have done nothing to slow our pace. In June, we pulled out all the stops to offer a new subscription plan, calculate your geographical diversification score and add a newsfeed to your App.

Even better, the first lucky ones were able to invest in our brand-new Crypto Investment Plan. We're sending out invites every day, join the waiting list here.

🌟 Finary Lite enters the dance

Since our launch in 2021, we always aligned our interests with yours through a subscription. Our business model is simple: if you like Finary and it brings value, you subscribe. No more commissions or retrocessions.

This model makes Finary sustainable: it's profitable for you, and for us. It saves you money and time, and allows us to avoid bad user experience like in-product advertising or selling data to third parties.

With a price tag of €10/month (or €120/year), Finary Plus is both affordable and profitable for any investor with a certain Net Worth. For those with more modest assets, the price can be an obstacle. We listened to your feedback and acted!

Meet Finary Lite: this new plan allows you to benefit from unlimited synchronization at a low price. Our offer of 20,000 integrations globally (banks, brokers, crypto exchanges, wallets, startup platforms) is unmatched.

For €44.99/year (€0.86/week), you can connect all your accounts and save precious hours tracking your assets. What's more, you'll benefit from our VIP customer support, with a 24-hour response to any questions you may have. The service is available by chat and email.

Even better, I'm offering you a 3-day free trial to discover the new plan. Please note that Finary Lite is only available for purchase via the App (for now).

Discover Finary Lite

🌍 Geographical Diversification Score

Building on the success of our sector diversification score, this new feature takes your investment analysis one step further. By assessing your portfolio's geographic spread, our state-of-the-art algorithm lets you know whether your investments are diversified across different regions and countries.

Our algorithm takes many factors into account, including the number and concentration of investments in different geographical areas, as well as the nature of the markets. This meticulous assessment helps us to better understand the geographic positioning of your portfolio. But that's not all: our system doesn't stop at interpretation.

We go further, offering suggestions on how to improve your geographic diversification, exposing you to new countries and regions.

We understand that achieving your financial goals requires not only sector diversification, but also geographic diversification. That's why we're committed to providing you with the knowledge and tools you need to make informed decisions. The Geographic Diversification Score is another step in our journey to help you seize new opportunities and achieve your goals.

Discover my Score

📰 The News never sleeps

Our aim is to bring you peace of mind in the management of your assets. That's why it's so important to show you the right information at the right time: that's the role of your new Newsfeed.

Elegant and sober, you won't miss a thing: new integrations, important product launches, early access to new features and much more. The feed can be closed at any time to keep your Dashboard as clean as possible.

In the months to come, this news feed will become even more personalized, with a monthly performance report, cashflow tracking and account information for re-synchronization.

Open the App

🛠️ Small Improvements

We also spent some time improving little things here and there while fixing over 50 bugs.

  • Pie chart (App) - Display a distribution pie chart for each of your asset categories.
  • Dashboard (App) - New selector to easily switch between your gross, net and financial assets on your Dashboard.
  • Community (App) - Access to the community has been simplified, and can now be accessed from Settings, then Community.

Finally, don't forget to unlock the full power of Finary with Finary Plus.

No more time lost every week on spreadsheets. No more complex calculations and headaches to understand the hidden fees behind your investments. Get everything Finary has to offer for a flat fee.

Thanks for reading this newsletter. Follow me on Twitter for exclusive content & a sneak peek of upcoming features.

Edited by
Mounir Laggoune
CEO of Finary
Written by
Mounir Laggoune
CEO of Finary
Mounir is the co-founder and CEO of Finary. He is passionate about personal finances and shares his knowledge every Friday on BFM Business on the show Tout pour Votre Argent as well as twice a week on the Finary YouTube channel.

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