Charles River IMS vs Finary
| Charles River IMS | Finary | |
|---|---|---|
| Free plan | Yes | |
| Free trial | Yes | |
| Paid from | €4.58/mo | |
| Platforms | api, Web | Android, iOS, macOS, Web |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Performance reporting | Yes | Yes |
| Allocation analysis | Yes | Yes |
| Risk analysis | Yes | |
| Tax-lot tracking | Yes | |
| Free plan | Yes |
Listed together in Best Portfolio Management Software