What investment metrics can you track with Exirio?
Updated
Exirio is a free wealth management app that consolidates your investments across accounts and currencies so you can see what you own and how it is performing. The metrics it surfaces are built around two questions: what do I hold, and how is it doing? This article covers the metric categories the site describes, how multi-currency and multi-asset aggregation affects them, and what to check before relying on the numbers.
The two core questions Exirio answers
The site frames its purpose around two outcomes:
- "Understand what you own" — a consolidated view of holdings across accounts and asset types.
- "How it is performing" — performance tracking on those holdings.
Everything below is a way of operationalizing those two questions into trackable figures.
Metric categories described on the site
1. Holdings and composition
Because Exirio is positioned as multi-asset, the "what you own" side covers more than a single asset class. The site's "Multi-asset & multi-currency" heading indicates you can hold and view different asset types and different currencies in the same place, rather than reconciling them yourself.
2. Performance metrics
The heading "Track the key metrics of your investments" is the site's own description of the performance side. The page does not enumerate every individual metric in the evidence available, so treat the specific list as something to confirm inside the app rather than assume from marketing copy.
3. Currency-adjusted values
Because holdings can be in any currency, the same position can look different depending on the currency you view it in. This is the main reason a multi-currency tracker is useful: it normalizes positions that would otherwise sit in separate statements.
4. Aggregated totals across accounts
With third-party access and connections to banks and brokers, the metrics are meant to be computed on the combined picture, not per-account. That is what makes a single "how am I doing" number possible.
How connection method affects the metrics
| Factor | Why it matters for metrics |
|---|---|
| Multi-asset support | Determines whether all your holdings appear in one performance figure |
| Multi-currency support | Determines whether cross-currency positions are comparable |
| Bank/broker connections (12,000+ per the site) | Determines how much data flows in automatically vs. manually |
| Third-party access | Determines whether connected accounts update without manual entry |
The site states connections to "more than 12,000 banks and brokers" and a "Third-party access" capability. If your institution is covered, aggregation is largely automatic; if not, you may need to enter positions manually, which affects how current the metrics are.
What to verify before deciding
- Confirm the specific performance metrics you care about (e.g., gain/loss, return over a period) are actually shown — the site describes "key metrics" without listing them all in the available evidence.
- Check your bank or broker is in the supported network, since coverage drives data freshness.
- Test a multi-currency position to confirm the currency view behaves the way you expect.
- Check the pricing page for what the free tier includes versus any paid tier, since the site links a Pricing page and the description calls the app free.
A practical example
Suppose you hold equities in one broker, a foreign-currency account at a bank, and a position in a second currency. Without aggregation, you would track three separate statements and mentally convert currencies. With a multi-asset, multi-currency tracker connected to those institutions, the same three positions roll into one view, and the performance figure reflects the combined portfolio rather than three disconnected numbers. The value of the metrics depends on whether all three sources are actually connected.
Bottom line
Exirio's metrics are organized around holdings composition and performance, computed across multiple assets, currencies, and connected accounts. The site confirms multi-asset, multi-currency tracking and connections to 12,000+ banks and brokers, but does not list every individual metric in the available material — so verify the specific figures you need inside the app, and check the Pricing page for tier limits, before committing.