exirio.com

Exirio connects to more than 12,000 banks and brokers through third-party access, so you can pull external account holdings into one place and track them alongside the rest of your wealth. This works best if your bank or broker is inside that supported network; if it is not, the connection route is the first thing to check before relying on Exirio for a complete picture.

What the connection actually does

The connection is an access layer, not a separate account. Once a bank or broker is linked, Exirio can read the holdings in that external account and fold them into the same view as your other assets.

That matters because Exirio is built around a single consolidated view. Its own description is "All your wealth, in one place," with multi-asset and multi-currency tracking. A bank or broker link is how assets that already live somewhere else get into that view.

After connecting, the practical result is:

• External positions appear alongside your other holdings instead of staying in a separate app or spreadsheet.
• The account is tracked in the currency it uses, within a multi-currency setup.
• You can follow the key metrics Exirio reports for investments across the combined portfolio.

Why the 12,000 figure is the deciding factor

The number of supported institutions is not a marketing detail — it is the condition that determines whether Exirio can cover your situation at all.

• If your bank or broker is in the network, you can connect it and see those holdings in Exirio.
• If it is not, that account cannot be pulled in through this route, and your consolidated view will have a gap.

So the useful first step is not "how do I connect" but "is my institution supported." Check your specific bank or broker against the supported list before assuming the connection will work.

How to approach setting it up

1. Identify the banks and brokers you actually want to track. List them rather than thinking in general terms, since coverage is decided institution by institution.
2. Confirm each one is within the supported network. This is the step that determines whether the rest is worth doing.
3. Connect the accounts you want included, using the third-party access route Exirio provides.
4. Verify what came through. After linking, check that the holdings and currency shown match what you expect, so you are not tracking an incomplete or misread position.

The expected result at the end is a single view in which external bank and broker holdings sit next to your other assets, rather than a set of disconnected accounts.

Common sticking points

• Coverage gaps. The most likely problem is simply that a given institution is not among the supported banks and brokers. This is a coverage question, not a setup mistake.
• Currency handling. Because the setup is multi-currency, an account may be tracked in its own currency rather than converted into one base currency. Expect to see holdings in the currency they use.
• Access vs. ownership. Connecting gives Exirio third-party access to view external account data. It is a tracking connection, not a transfer of the assets themselves.

What this means for choosing Exirio

Exirio fits you if the banks and brokers you use are inside its supported network and you want their holdings consolidated with everything else in one multi-currency view. It fits you less well if a significant part of your wealth sits at an institution outside that network, because that portion will not appear in the consolidated picture.

The deciding question is concrete: are your accounts supported? Answer that first, and the rest of the setup follows from it.

Exirio is built to track a multi-asset, multi-currency portfolio in one place. According to its own site, it is a wealth management app that lets you "track all your investments, in any currency," and it highlights "Multi-asset & multi-currency" as a core capability. If your holdings are spread across different asset types, accounts, or currencies, Exirio is designed to consolidate them into a single view.

What "multi-asset" means here

The site describes Exirio as a tool to "understand what you own, and how it is performing," and lists "Track the key metrics of your investments" as a feature. This points to a portfolio-level view rather than a single-asset tracker.

In practical terms, a multi-asset tracker is meant to hold different kinds of investments side by side so you can see total exposure and performance. The site does not publish a definitive list of every supported asset class on the pages reviewed, so treat the following as the general scope implied by "multi-asset" rather than a confirmed inventory:

• Listed investments such as stocks, ETFs, and funds
• Cash and bank balances
• Other holdings you can represent as positions in the app

If you hold something unusual — private equity, collectibles, or a bespoke instrument — the safest check is to confirm it can be entered or imported before relying on Exirio as your single source of truth.

What "multi-currency" means here

Exirio states you can track investments "in any currency." That matters if you hold assets denominated in more than one currency, or if you live in one currency and invest in another.

A multi-currency tracker typically lets you:

• Record a holding in its native currency
• View the combined portfolio in a currency you choose
• Compare performance without manually converting each position

The site does not specify which currencies are supported or how exchange rates are sourced, so if a specific currency is critical to you, verify it directly rather than assuming full coverage.

Bringing scattered accounts together

One of the stated features is "Connect with more than 12,000 banks and brokers," alongside "Third-party access." This is the mechanism behind the "All your wealth, in one place" promise: instead of logging into each bank and broker separately, you connect them and let Exirio aggregate the data.

That aggregation is what makes the multi-asset, multi-currency view useful — the value comes from seeing everything together, not from any single account.

A concrete scenario

Suppose you hold:

• US stocks in a US brokerage account (USD)
• A European ETF through an EU broker (EUR)
• Cash in a local bank (your home currency)

A multi-asset, multi-currency tool like Exirio is aimed at showing these as one portfolio, with a combined value and performance figure, rather than three separate statements you reconcile yourself.

How to decide if it fits you

If you hold only one asset type in one currency at one institution, the consolidation benefit is smaller. The fit is strongest when fragmentation — multiple assets, currencies, or providers — is your actual problem.

What to verify before committing

The reviewed pages confirm the multi-asset, multi-currency positioning and the 12,000+ bank and broker connections, but they do not list every supported asset class, every currency, or the exact metrics shown. Before you rely on it:

1. Check that your specific asset types can be represented.
2. Confirm your currencies are supported.
3. Verify your bank or broker is among the connectable institutions.
4. Review the pricing page for any cost implications, since the site links to a dedicated pricing section.

Exirio's own description calls it a "free wealth management app," but pricing details live on a separate page — check there for current terms rather than assuming.

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

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

1. 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.
2. Check your bank or broker is in the supported network, since coverage drives data freshness.
3. Test a multi-currency position to confirm the currency view behaves the way you expect.
4. 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.

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.

Exirio describes itself as a free wealth management app for tracking all your investments in any currency, so the natural starting point is to treat it as a free tool and verify the details before committing. The site lists a Pricing page, which is the right place to confirm whether any paid tiers or premium features exist beyond the free offering. Before you sign up, check that Exirio covers the assets, currencies, and institutions you actually use — that is what determines whether the free version is enough for you.

What Exirio does

Exirio is built around one idea: all your wealth, in one place. Instead of logging into separate bank and broker portals, you track everything through a single app.

Its core capabilities, based on the site's own headings, are:

• Multi-asset and multi-currency tracking — holdings across asset types and currencies sit in one view.
• Investment metrics — the app tracks the key metrics of your investments so you can see what you own and how it is performing.
• Third-party access — connections to external financial institutions.
• Broad connectivity — the site states you can connect with more than 12,000 banks and brokers.

The stated purpose is straightforward: understand what you own, and how it is performing.

Is Exirio free?

The site's own description calls Exirio "a free wealth management app." That is the strongest signal available in the source material.

However, the presence of a dedicated Pricing page means you should not assume the free tier is the whole story. Pricing pages exist for a reason — they may confirm that everything is free, or they may lay out optional paid plans or premium features.

What to do: open the Pricing page and check two things:

1. Whether there is any paid tier at all.
2. If there is, which features sit behind it — and whether any of them matter for your use case.

If your needs are basic tracking across a handful of accounts and currencies, the free tier described on the site may be sufficient. If you need deeper reporting or premium integrations, confirm on the Pricing page before relying on the app long-term.

Before you start: check coverage against your own portfolio

The most common reason a tracking app disappoints is a mismatch between what it supports and what you own. Exirio's value depends on three coverage questions:

If your accounts are covered, the free tracking experience is likely to be useful. If a major holding or institution is missing, you would be maintaining a partial picture, which undermines the point of a single consolidated view.

How to get started

1. Go to exirio.com and review the main product pages to confirm the feature set matches your needs.
2. Open the Pricing page to verify the free/paid structure before creating an account.
3. Check institution coverage — confirm your banks and brokers are within the supported network.
4. Create your account and connect your first institution.
5. Add holdings and currencies that are not covered by automatic connections, if manual entry is supported.
6. Review the metrics the app surfaces — this is where you see what you own and how it is performing.
7. Decide after real use whether the free tier meets your long-term tracking needs or whether you need more.

A reasonable way to decide

Treat Exirio as a try-before-you-commit tool. Because it is positioned as free, the cost of testing it is your time, not money. The sensible sequence is:

• Verify coverage first (assets, currencies, institutions).
• Confirm the pricing structure second.
• Start tracking third.
• Judge whether it replaces your current spreadsheet or portal-hopping habit only after you have real data in it.

If the free tier covers your accounts and gives you a clear performance view, there is little reason to look further. If it does not, the Pricing page and coverage checks will tell you that early — before you have invested effort in setting it up.