About Exirio
Exirio is a wealth management and investment tracking app that consolidates stocks, crypto, real estate, loans, cash, and debts across 40+ currencies into one dashboard. It connects to more than 12,000 banks, brokers, exchanges, and wallets through Plaid, Vezgo, and Flanks, and calculates full performance history and return metrics for every asset. It runs on web, iOS, and Android, with an Institutional plan for financial advisors and asset managers.
Pros & Cons
Pros
- Covers illiquid and alternative assets (real estate, loans, luxury goods) alongside stocks and crypto
- Strong multi-currency handling with a selectable reporting currency across 40+ currencies
- Automatic syncing with 12,000+ institutions via Plaid, Vezgo, and Flanks
- Shared and emergency access for spouses or advisors with view or edit permissions
- Web, iOS, and Android apps with a guest demo to try before signing up
Cons
- No permanent free plan; Starter requires a subscription after the 30-day trial
- Starter is ad-supported and limited to one institution connection and 2,000 records
- Premium at $28/month is pricier than many personal net-worth trackers
- Small team; the company stopped regular blog publishing in 2025
Key Features
Multi-asset tracking
Track stocks, crypto, funds, real estate, luxury goods, loans, cash, and debts in a single net-worth view.
Multi-currency support
Hold assets in 40+ currencies and choose which currency to view your total wealth in, which suits expats and international investors.
Bank and broker connections
Connect to more than 12,000 banks, brokers, exchanges, and wallets so transactions and portfolios import and update automatically.
Performance and return metrics
Full performance history and return metrics for each investment, comparable across asset classes.
Automatic price updates
Prices for public instruments, crypto, and foreign exchange refresh automatically.
Dividend tracking
Automatic dividend tracking plus technical and financial data for public securities on the Premium plan.
Third-party and emergency access
Grant view or edit access to a spouse, partner, or financial advisor, or set up emergency-only access for a trusted person.
Bulk data upload and document storage
Upload and download investment data in bulk and store investment-related documents in the app.
Web and mobile apps
Use the web app or native iOS and Android apps, available in English and Spanish.
Pricing
- 30-day free trial, no credit card required
- All investments, cash, and debts
- 40+ currencies
- Full investment history (up to 2,000 records)
- Detailed performance metrics
- Automatic price updates for public instruments, crypto, and FX
- One connection to an external institution
- Ad-supported
- Everything in Starter
- Unlimited investment history
- Automatic dividend tracking
- Technical and financial data for public securities
- Unlimited connections to banks, brokers, exchanges, and wallets
- Historical data import done for you
- Priority support
- Ad-free
- For financial advisors and asset managers
- Comprehensive view of all clients' wealth
- One tool for all clients across the firm
- Daily updates with client-level detail
- Customizable on request
Best For
Expat and multi-currency investors
Consolidate accounts held in different countries and currencies and view total wealth in one chosen currency.
Net-worth tracking beyond brokerage accounts
Track property, private loans, and collectibles next to public investments instead of maintaining a spreadsheet.
Comparing investment performance
Use comparable return metrics to see which assets and asset classes are actually making money.
Sharing finances with a partner or advisor
Give a spouse or financial advisor view or edit access, or set up emergency access for estate planning.
Advisory firms monitoring client wealth
The Institutional plan gives advisors and asset managers a single view of all client holdings with daily updates.
Similar Tools
SolidInvoice
Open-source invoicing software for freelancers and small businesses
Akaunting
Free open-source online accounting software for small businesses and freelancers
Monarch Money
Track, budget, plan, and do more with your money
Windcave
End-to-end payment processing for e-commerce, retail, and unattended transactions
Zoho Invoice
Free invoicing software for small businesses with multi-currency support and automation
CancelMates
Track & Cancel - Built for India