Overview
Finary helps you achieve your financial goals. The app tracks everything you own: bank and savings accounts, brokerage accounts, company pension plans, retirement accounts, crypto, real estate, alternative assets as well as loans and mortgages. You can connect over 20.000 financial institutions across Europe, the US and Canada. Ask what you're most heavily invested in. What you're paying in fund fees. How much did you spend on food last month. How your wealth splits across asset types. When can you become financially independent if you start putting aside €500 every month. The connector only reads. Your assistant can see your accounts and what they hold, but it cannot place an order, move money, or change anything in Finary. Your banking credentials never reach it, they stay with Finary's authorised partners. To connect, sign in with your Finary account. Remove the connector in Claude and access stops immediately. This tool is provided for information purposes and does not constitute investment advice.




