Export financial data from Finary and interact with your portfolio using AI assistants.
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FinaryExport is a .NET command-line tool designed to give you full control over your Finary wealth management data. It connects to the Finary API to export detailed portfolio summaries, account balances, holdings, transactions, and dividends into Excel files for comprehensive analysis. Additionally, it integrates an MCP server, enabling you to query your live financial data using natural language through various AI assistants, offering a powerful way to understand and interact with your portfolio in real-time.
Características Principales
01Export Finary data to Excel (.xlsx) files
02Live portfolio querying through an MCP server using natural language
03Detailed export of portfolio summaries, holdings, transactions, and dividends
04Support for multiple Finary profiles and unified data exports
05Secure authentication and session management via DPAPI
061 GitHub stars
Casos de Uso
01Query live portfolio performance and holdings using natural language via AI assistants
02Manage and review financial data across multiple Finary profiles (e.g., family accounts)
03Conduct in-depth analysis of Finary financial data in custom Excel reports
