Changelog

v2.5.1 - Nov 23, 2023

VIP program and transactions

  • Investing in crypto: your investments deserve the most competitive fees. Thanks to our new VIP program, you can invest with fees as low as 0.49%. The more euros you deposit on Finary, the more prestigious your status becomes: Bronze, Silver, Gold and Platinum. Each status entitles you to reduced fees and other benefits, such as VIP phone support. Simply tap the diamond in the top right corner of your screen to get started!
  • Budget: Transactions in your bank and investment accounts are now automatically classified by category thanks to Finary AI, which greatly simplifies the management of your budget. You can recategorize any transaction and create custom categories. We'll be adding more cash flow information in the coming weeks, stay tuned!
v1.58 - May 05, 2023

Diversification score and graphical improvements

  • Analysis: Our brand-new sector diversification score simplifies complex investment data into an easy to understand measure, allowing you to quickly assess whether your portfolio is well diversified across different sectors and segments. Not only does it provide valuable information, but it also interprets your score and suggests ways to improve!

  • Performance : Performance measurement is an essential aspect of investing. You can't improve what you don't measure. We now show you either the income statement or the change in the balance. Simply tap on your performance in the dashboard, portfolio, or any asset to switch between them.
  • realty: Thanks to our new filters, it is easy to see only specific parts of your real estate portfolio (physical or SCPI).
  • Design : We have revised the design of each of your asset classes to make them more readable.
v1.57.1 - Apr 20, 2023

New analytics, improved readability, and new navigation

  • Analysis : Take a look at your analyses! The new “Analysis” home page has been improved, with larger maps and better readability, in order to help you optimize your portfolio even more!
  • Contributors to the allocation: Now you can deepen your sectoral and geographic allocation and see the different stocks and ETFs contributing to each sector, country, and more!
  • Dividends: We offer a wide range of dividends: ETFs, shares, UCITS and SCPIs. You can now filter the data shown between different asset types.
  • Finary Plus: The team made sure you never lost access to Finary Plus by displaying a banner when your payment failed.
  • Design: We cleaned up our designs and updated our toasts - the pop-up window that pops up in case of error or success. We've also updated the load statements as we calculate your positions and portfolio values.
  • Navigation: Have you noticed a change, but you don't really know what it is? We have a new navigation bar in the app!