Finary
Chat with your entire net worth
- Category
- Finance
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
View in the Claude registryIntegration details
Description
Finary tracks everything you own: bank and savings accounts, assurance-vie, PEA, PER, stock options, brokerage accounts, SCPI, crypto and property. Connect it, and your assistant answers from your real numbers instead of asking you to type them in. Ask what you're most heavily invested in. What you're paying in fund fees. What's inside a given account. How your wealth splits across asset types. Where a ten-year projection lands if you put aside €500 a 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.
- Integration type
- Connector
- Verification status
Community connector- Platform
- Claude
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
- Secondary Subcategories
- None listed
- Brand
- Finary
- Access
- Account required
- First tracked
- 2026-08-28
- Tool count
- 9
- Geography
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Claude Discoverability Score
Claude Connector discovery is coming soon
Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.
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What discovery looks like
Claude can surface verified Connectors when they match a user’s Prompt.
How Claude Connector discovery works
Your Connector will compete to appear for users’ Prompts once Claude verifies it
Competing in Claude Wealth & Portfolio Tracking Dashboards
View Category9 tools agents can invoke
How do I improve a Community connector's discoverability?
The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.
What are Finary alternatives on Claude?
As of 2026-09-29, Finary competes with Addepar MCP, Black Diamond, Collation MCP Server, Envestnet Tamarac, Flanks Aggregate, Flourish Financial, Flyga, IBI SMART, Orion, Production Truthifi MCP, ValYou in Claude Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.
Where is this profile measured?
This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.