Finary
by FinaryFinary suits people who want to view a mix of accounts, investments, assets, and liabilities in one place.
Every product here is ranked by Samsung Mobile US Press's record score: what its maker publishes about it, where it runs (Android first), whether it is free to try, and how recently the facts were read.
Finary suits people who want to view a mix of accounts, investments, assets, and liabilities in one place.
It suits investors who want to track securities across accounts and analyze performance, allocation or risk.
AndroidiPhone & iPadWindows+2It suits retail investors seeking a consolidated view of investments, portfolio performance, and dividends.
AndroidiPhone & iPadWebSharesight suits investors who want to track portfolios and dividends across supported asset types.
Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators.