Mounir Laggoune
CEO of Finary
Mounir Laggoune
CEO of Finary
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December 3, 2023

November 2023 Product Update

November has been a busy month at Finary: improvements to our crypto offering, the addition of cashflow functionality and a personalized monthly report. I'll tell you all about it in this newsletter.

👑 Cash(flow) is king

The most requested feature in Finary's history is cashflow. And with good reason: a healthy budget is the sine qua non of a sound investment strategy. Finary will become your indispensable partner when it comes to budgeting.

After recently adding the ability to track all your banking & investment transactions, we're now adding automatic categorization thanks to Finary AI!

Automatic categorization with Finary AI

This new feature aims to make your financial management easier by automatically sorting your expenses into relevant categories. It's all about clarity – seeing your spending patterns more clearly helps you manage your finances better. We also know that everyone has their own vision of budgeting. That's why you can modify these categories.

Better still, you can create personalized categories to shape your cash flow to suit your goals.

And that's just the beginning: we'll be launching other new Cashflow features in the coming weeks, including a Cashflow Chart, Spend Insights and much more. Stay tuned!

See my cashflow

📸 Walk the red carpet

Your crypto investments deserve fewer fees! Fees are the enemy of your wealth. Often invisible, they eat away at your performance. That's why we're rolling out the red carpet for you with our Finary VIP program.

The more euros you deposit on Finary, the closer you get to a new status. Each status unlocks exclusive benefits, including a new fee tier:

🥉 Bronze: 1.49%
🥈 Silver: 0.99%
🥇 Gold: 0.79%
💎 Platinum: 0.49%

From Silver status upwards, you also benefit from our VIP customer service by phone. Our experts will support you with your investments. All statuses also benefit from our other innovations such as French IBAN, free euro deposits/withdrawals, SEPA Instant, no hidden spreads, etc.

Thousands of investors have already lowered their costs thanks to the VIP program. Want to know your status? Update the app (version 2.5.1) and tap the diamond at the top right of your screen!

See my VIP status

📆 Monthly reports are here

You cannot improve what you cannot measure. That’s basically our mantra at Finary. That’s why we’re introducing your personal monthly report. Each month, you'll receive a detailed summary directly in your Insights tab on App, providing a clear overview of your financial status.

Explore the shifts in your net worth, assess the performances of your stocks and crypto portfolios, and identify your strongest and weakest financial positions. We'll also alert you to any accounts requiring synchronization, ensuring your data is fresh and accurate.

Your monthly report

This report aims to offer you a clearer perspective on your evolving financial trajectory, supporting more informed and strategic decisions every month. Keep track of your finances with simplicity and insight.

Open your App and head over to the Insights tab to discover your report for November.

Discover my report

🆕 Other updates (Web)

  • Complete overhaul of your profile settings
  • The Wealth Statement is now accessible from every page of your account. Simply click on the "share" icon at the top right of your screen to access it.
  • Addition of average costs for your stocks, funds & cryptos

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.

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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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