Finary?

KINDAYou can build the valuable core, but the established product has meaningful operational complexity. Pick one narrow promise for v1.

BUILD FIRST

One specific customer type and one primary use case
A vertical slice that completes the main job without manual workarounds
Visible limits, review steps, and a fallback when an external dependency fails

LEAVE FOR LATER

Broad third-party integrations
High-scale collaboration, syncing, and permissions
Automation that can cause harm without human review

RESEARCH NOTES

What this tool actually does.

Checked 2026-09-06

Finary is a personal-finance and wealth dashboard that helps users view and analyze assets and financial portfolios in one place.

SOURCES

finary.com

RESEARCHED BUILD PROMPT

Give this to your coding agent.

Build a focused replacement for Finary. Do not copy the original brand, proprietary assets, name, logo, UI, or copy; create an original visual system.

Build the narrow workflow: enter or import a small set of holdings and view allocation, performance, and net-worth summaries.

Requirements
- model accounts, assets, quantities, valuations, and dated snapshots
- show allocation and performance charts with the calculation basis visible
- support manual entry and CSV import/export
- label delayed or user-provided prices and provide deletion and privacy controls

Out of scope for v1
- live brokerage trading
- personalized regulated advice
- guaranteed market data freshness

Use a small React/TypeScript app with a portable JSON or SQLite data model, explicit loading/empty/error states, and adapters around external services. Seed realistic demo data so the core flow works without paid credentials. Include a README with setup, environment variables, data model, implementation decisions, privacy behavior, testing instructions, and important limitations.

Visit the official product page