Finary

Connect your Finary account to understand your finances through conversation. View your portfolio, asset allocation, accounts, holdings, family profiles and savings goals. Review household spending, income and budget categories, or see totals for transactions matching a label. Budget features depend on your Finary plan and setup. When requested, run an illustrative compound-interest projection using amounts and assumptions you provide. This integration cannot trade, transfer money, create or edit goals, or change financial records. It does not list individual bank transactions or provide a historical portfolio balance series. Projections use a fixed annual rate with annual compounding and exclude fees and inflation; they are not financial advice or guaranteed returns.