View in the Claude registry- Brand
- Finary
- Category
- Finance
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
Integration details
Description
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.
- 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
- Market
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Agent DiscoverabilityClaude Discoverability ScoreClaude 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
Finary Claude Connector FAQ
How the directory, categories and Discoverability Score work.
Read the methodologyHow do I improve Finary's Claude Connector 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 2026-11-02, Finary competes with AAWZ, Addepar MCP, Allinvestview, Antevo Wealth, Black Diamond, Candour APP, Collation MCP Server, Deltalytix and 17 more 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.