Finary

Finary helps you achieve your financial goals. Our platform brings all your money together in one place: bank and savings accounts, French equity savings plans, brokerage accounts, employee savings plans, retirement savings, crypto, real estate, alternative assets, loans and mortgages. You can connect more than 20,000 financial institutions across France, the rest of Europe, the United States and Canada.

With Finary, turn your goals into a concrete plan tailored to your profile. Track your progress and adjust your goals as needed. Manage your budget and save more to reach your goals sooner.

Our ChatGPT plugin can read your Finary data. With your approval, it can add or update manually tracked investment assets in Finary. ChatGPT can view your accounts and what they hold, but it cannot place orders, move money or modify data held by the financial institutions you have connected to Finary. Your banking credentials are never shared with ChatGPT. Finary cannot access them either: they remain with Finary’s authorised partners.

To connect, sign in with your Finary account. Manage ChatGPT’s access to your data in Finary’s security settings.

This tool is provided for information purposes and does not constitute investment advice.