What is Exirio and what does it do?

Updated

Exirio is a free wealth management app for tracking investments across multiple accounts, asset types, and currencies in one place. It is aimed at people who hold assets in more than one bank, broker, or currency and want a consolidated view of what they own and how it is performing. The core features described on exirio.com are multi-asset and multi-currency tracking, key investment metrics, third-party access, and connections to more than 12,000 banks and brokers.

What Exirio is designed to do

Exirio positions itself around one main idea: "All your wealth, in one place." Instead of checking separate bank and broker portals, you use Exirio as a single dashboard for your holdings.

Its stated capabilities are:

  • Multi-asset tracking — track different kinds of investments together rather than in separate tools.
  • Multi-currency support — hold and view investments in any currency.
  • Performance metrics — track the key metrics of your investments, so you can see how they are performing.
  • Account connections — connect with more than 12,000 banks and brokers.
  • Third-party access — the site lists third-party access as a feature, which matters if you want other people or tools to view your data.

Who it fits

Exirio is a reasonable fit if you:

  • Have investments spread across several banks, brokers, or currencies.
  • Want a single place to see total holdings and performance instead of logging into each provider.
  • Prefer to start with a free app rather than a paid portfolio tracker.

It is less relevant if you only hold one account in one currency, since consolidation adds little in that case.

What to check before signing up

The site describes Exirio as free, and it has a separate pricing page, so confirm the current plan details and any limits there before relying on it. Two practical points to verify for your own situation:

  1. Whether your bank or broker is among the supported connections — the 12,000+ figure is broad, but coverage varies by institution and country.
  2. How third-party access works — if you plan to share your data, check what access you are granting and to whom.

If both check out, Exirio is worth trying as a consolidation layer over your existing accounts.