2026 comparison

Orion vs Finary

Aggregator focused on investment portfolios

Updated April 2026

Finary is a well-established solution for tracking a market portfolio — stocks, ETFs, crypto and a consolidated net worth view.

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Quick verdict

Finary is excellent for tracking a market portfolio.

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AvailablePartial / limitedNot available

Feature

Orion

Finary

Wealth overview

Bank aggregation

Multi-bank, continuous synchronisation

Available, focused on current accounts

Market portfolio & ETFs

Stocks, ETFs, bonds — per profile

Strong point — very detailed portfolio tracking

Cryptocurrencies

Connected wallets and exchanges

Available natively

Physical real estate

Rental tracking, valuation, yield

Mainly REITs and indirect real estate

Organisation & Profiles

Multi-entity management

Property company, company, holding and family profiles — fully partitioned

Family mode available on the Max plan

Consolidated wealth view

Configurable cross-profile aggregation

Consolidated global net worth view

Partitioning by legal entity

Separate accounting per profile (property company, holding…)

No separation by legal entity

Automation

Custom alerts

Thresholds, movements, anomalies — in real time

Alerts on prices and portfolio moves

Automatic categorisation

AI with manual rules you can override

Categorisation of bank transactions

Projections & simulations

Orion Predict: multi-scenario simulation, financial independence projection

A reporting platform, with no simulation tool

Security & Connections

Read-only connections

Read-only architecture by default

Read-only PSD2 connections

PSD2 licence

Through an ACPR-licensed provider

Through a licensed provider

Granular access control

Permissions per profile and per module

Standard user-level control

Who is it for?

Choose Orion if…

You manage several distinct entities (property company, holding, company)
You have physical real estate to steer (yield, financing)
You want tailor-made alerts and automations
You are looking for an active copilot, not just a dashboard

Try Orion for free

Choose Finary if…

You want precise, complete market portfolio tracking
You invest mainly in stocks, ETFs and crypto
You want a clean, investment-focused interface

Ready to go further?

Try Orion for free

Free Basic plan, no card required. Set up in under 5 minutes.

Start for free See pricing

Frequently asked questions

What is the main difference between Orion and Finary?

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Finary now offers a Family mode. How is Orion different?

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Can you track physical real estate on Finary?

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Is Orion free like Finary?

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