Product Update September 2024
In September, our team continued to make strides on our new life insurance product, Finary Life (you can join the waiting list here), and focused on enhancing existing features and fixing small issues (45 in total). On my end, I'm unveiling a secret project I've been working on for over a year.
Let's dive into the newsletter!
🏝️ Investing to Gain Freedom
I've been investing for over a decade. I've read over a hundred books and studies on the subject, discussed with numerous experts, and learned a lot from engaging with our community members. I've always wanted to distill these ten years of learning into a practical guide accessible to all investors.
After more than a year of writing, I'm thrilled to introduce my first book (in french): "Investir pour être libre". I envisioned this book as a hands-on guide, by your side at every step of your financial journey. I'll walk you through each level of the wealth pyramid to guide you in building it.
I'll assist you in implementing your wealth creation system, supported by concrete examples and practical cases. We'll cover all aspects—from budgeting to making investments, and even navigating taxes.
This book is the roadmap I wish I had 15 years ago when I graduated. Ready to make the best investment of your life?
✨ Improvements Across the Board
We're working on major projects like our Finary Life insurance and preparing to launch features you've been asking for. Check out our public roadmap to get a better idea of upcoming releases. Many changes are happening behind the scenes and will become visible in the coming months.
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In the meantime, here's a non-exhaustive list of improvements we've made to existing features:
The Insights Section Gets a Facelift (App)
Tracking your wealth is good; optimizing it is even better. The Insights section allows you to quickly identify the strengths and weaknesses of your portfolio. Our mobile team has revamped this section to make it more readable. All key indicators are now visible at a glance and can be easily explored.
Ownership Management (App and Web)
Family Mode is one of Finary's pillars, allowing you to easily distribute and track wealth within your household. For investors who also own one or more companies, Holding Mode lets you go even further.
Previously, editing ownership distribution was done through a dedicated menu in settings, and the "ownership" field on loans and real estate caused some confusion. We've reworked everything so that asset distribution now goes exclusively through Family Mode. No need to dive into settings anymore—you can edit this directly when adding an asset or by editing each one individually.
Already available for Stocks & Funds, this major improvement will be extended to all asset classes.
Other Improvements
- Invest (App): You can now set up an investment plan when purchasing a cryptocurrency.
- Invest (Web): Improved layout to make all functionalities accessible from the same page.
- Crypto Exchange (App and Web): Ability to edit API keys for synchronizing a crypto platform. This avoids deleting a connection if a key expires, preventing loss of graph data.
- Share Link (Web): Complete overhaul of the share link system to further enhance the security of your data.
- Loans (App and Web): Fixed several issues with the management of tiered loans.
- Referral (App and Web): Clarified status updates.
- Login (Web): Improved error messages during login.
☝️ Join the adventure!
The Finary team keeps growing! We are currently hiring for multiple positions, including:
Feel free to apply or forward the job descriptions to your friends!
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 X and Instagram for exclusive content & a sneak peek of upcoming features.
*Investing in crypto and through yield represents risks, see our T&Cs for more details
