Exirio
by Exirio
What Exirio is
Exirio is a wealth-management app for tracking investments across asset types and currencies. Users can add stocks, crypto, real estate, funds and luxury goods, then review performance, allocation and risk. The service lists support for more than 40 currencies, detailed investment metrics and automatic price updates for public instruments, crypto and foreign exchange. Exirio says it connects with more than 12,000 banks and brokers to import and update transactions, portfolios and performance through Plaid, Vezgo and Flanks. Accounts can be shared with view, edit or emergency access. Exirio says data is encrypted in transit with HTTPS/TLS and AES-256 and that personally identifiable information and backups are encrypted at rest. It states that it follows GDPR, does not sell user data and allows exports of uploaded information. Android, iOS and web apps are available.
Who it suits
Exirio suits investors tracking multiple asset classes, currencies and connected institutions. Its Institutional plan is tailored to financial advisors and asset managers.
What it does well
- Tracks stocks, crypto, property and luxury goods
- Performance, allocation and risk analysis
- Connections to more than 12,000 banks and brokers
- Supports 40+ currencies
- Android, iOS and web access
What to know first
- Starter allows one external institution connection
- Starter includes a 2,000-record history
- Institutional plan has no listed price
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $9/ month · Investments, cash and debts · 40+ currencies · 2,000-record history · one external institution connection · ad-supported · 30-day free trial | $9 a month |
| Premium | $28/ month · Investments, cash and debts · 40+ currencies · unlimited external institution connections · automatic dividend tracking · technical and financial data for public securities · priority support · ad-free | $28 a month |
| Premium | $275/ year Save $61 · Investments, cash and debts · 40+ currencies · unlimited external institution connections · automatic dividends · priority support · ad-free | $275 a year |
| Starter | $89/ year Save $19 · Investments, cash and debts · 40+ currencies · 2,000-record history · one external institution connection · ad-supported · 30-day free trial | $89 a year |
| Institutional | Custom · For financial advisors and asset managers · client wealth view · daily updates · customizable upon request | On request |
As exirio.com lists them, read 3 Oct 2026. The maker's own page has the final word.
Verdict
Exirio combines portfolio tracking, analysis and account connections across many asset types. A free plan is available, with paid tiers adding connections, dividend tracking, data and support.
Facts from Exirio's own pages
- Access sharing
- Users can grant others view, edit or emergency access to their account. · exirio.com, 3 Oct 2026
- Allocation analysis
- Yes · exirio.com, 20 Sept 2026
- Assets
- Users can add and track assets including stocks, crypto, real estate, funds and luxury goods. · exirio.com, 3 Oct 2026
- Asset class coverage
- multi_asset_alternatives · exirio.com, 20 Sept 2026
- Automatic updates
- The pricing page lists automatic price updates for public instruments, crypto and foreign exchange. · exirio.com, 3 Oct 2026
- Connections
- Exirio says it connects with more than 12,000 banks and brokers and automatically imports and updates transactions, portfolios and performance. · exirio.com, 3 Oct 2026
- Currencies
- The pricing page lists currency flexibility across 40+ currencies. · exirio.com, 3 Oct 2026
- Founded
- 2020 · exirio.com, 28 Sept 2026
- Free plan
- Yes · exirio.com, 20 Sept 2026
- Headquarters
- Dover, Delaware, USA · exirio.com, 28 Sept 2026
- Infrastructure
- Exirio says it uses Google Cloud Platform or Amazon Web Services and that their data centers have certifications including ISO 27001 and SOC 2 Type II. · exirio.com, 3 Oct 2026
- Integration providers
- Exirio says it works with Plaid, Vezgo and Flanks to connect bank, broker and crypto accounts. · exirio.com, 3 Oct 2026
- Intended users
- The Institutional plan is tailored for financial advisors and asset managers. · exirio.com, 3 Oct 2026
- Performance
- Exirio provides detailed performance metrics and comparable metrics across investments. · exirio.com, 3 Oct 2026
- Performance reporting
- Yes · exirio.com, 20 Sept 2026
- Platforms
- Exirio says it is available as a web app and mobile apps for iOS and Android. · exirio.com, 3 Oct 2026
- Privacy
- Exirio says it enforces GDPR, does not sell user data, and lets users download and export uploaded information. · exirio.com, 3 Oct 2026
- Product
- Exirio describes itself as a wealth management app for tracking investments in any currency. · exirio.com, 3 Oct 2026
- Risk analysis
- Yes · exirio.com, 20 Sept 2026
- Security
- The security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest. · exirio.com, 3 Oct 2026
- Support
- The benefits page advertises 24/7 support, while Premium includes priority support. · exirio.com, 3 Oct 2026
Where Exirio stands on Freedom251
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