Mounir Laggoune
CEO of Finary
Mounir Laggoune
CEO of Finary
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August 11, 2023

The Web is getting a makeover

After months of work, you will be able to enjoy a unique experience in the world.

Finary was born on the Web in 2020. The reason? My partner Julien and I were pure web products, and our mobile app experience was very limited.

Times have changed a lot: the Finary app has been downloaded more than 150,000 times and has become our spearhead. We put a lot of energy and love into it, and the Web could sometimes be put aside. It was time for that to change.

Starting from scratch to move forward

To reinvent the Web, we have the technical and product choice of starting from scratch. Expensive and risky, it was nevertheless essential: our new Webapp is powerful, scalable and can easily evolve. It will allow us to launch new features much more quickly.

As usual, we started from your needs to rethink the experience. The team conducted dozens of user interviews in order to identify the strengths and areas for improvement of the Web experience.

What came out of it:

  • Easily see my best investments
  • Show more charts & lines
  • Personalize the experience for each user
  • Simplify navigation by making sub-pages accessible
  • Standardize the experience between the app and the web (by adding missing functionalities)

Welcome to your new Finary

Your new Dashboard is a giant step forward. It gives top billing to graphics and performance with 3 key elements:

A wealth evolution graph, with a gross, net & financial selector. You can filter endlessly by categories to isolate the assets that interest you the most. Even better: you can now choose between the evolution of your assets and the normalized performance over the same period. This chart differentiates between periods of increases and decreases.

My favorite addition: our new “tree map”, an incredible visual representation of your asset allocation. It makes it easy to realize the large amounts of your assets.

Even better, you can export it in one click in order to share it around you. Simply activate the “secret mode” to hide the values on the generated image. If you prefer cheese rather than dessert, the classic Camembert is also available.

All your filter choices & are saved for future visits, which guarantees you a personalized experience. Each Finary user now has their own unique version.

Finally, you will find the “My Performance” section lists your best (and worst) investments. Filterable as you wish, this list allows you to easily identify the stars of your heritage. When you click on an asset, you will be taken to the asset's page. Practical

The notifications, which were previously very visible, are located at the top right of your screen. At their side, you have the famous “secret mode” allowing you to hide the data, the possibility of alternating between the variations of the balances.

Seamless navigation

The menu has been “translated” from horizontal to a vertical bar. Foldable, it makes it easy to get to the important parts of your Finary. Even better, you can now directly reach your various categories without having to go through your Portfolio.

Your portfolio has also been given a makeover with a stacked graph of your gross assets allowing you to easily see the evolution of your categories. In addition, you can now filter categories so that you only have the categories that interest you.

The detail of the categories also makes a leap forward: it is now possible to scroll down in order to directly see the various accounts or assets housed inside. As for “My Performance”), one click will take you directly

Insights at all levels

The various categories of your assets are also getting a new look with an enriched display: graph, tree map and pie chart. On top of that, you can now explore Insights for your envelopes.

We also took the opportunity to add new Insights on your real estate and your SCPIs!

We also have this titanic redesign to distill some surprises & novelties. A clue: take a look at your loans 👀.

In the coming months, we will launch a new version of Insights as well as other exclusive features such as comparing your performance to a benchmark (e.g. MSCI World) and distinguishing between your contribution & the performance generated by your investments.

This new version is the result of a lot of work. I hope you enjoy using it as much as the Finary team and I enjoyed building it.

Do you have feedback on the new web experience? Go to our fellowship in order to share them.

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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