Finary

ClaudeCommunityby Finary

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.