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About

We pull your financial data directly into customizable blocks so that you can plan with ease. Get clean data by bulk categorizing, setting rules, and handling transfers. Keep your finances separated on an accounting level, but visualize them all under one roof. All data comes live from your finances. Start simple by adding blocks in a Notion-style document editor. Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security. Our servers will never see or store ANY financial account credentials. We maintain a read-only access to your data and we fetch it on demand. We do not have the ability to move funds of any kind and we never access information without your permission.

About

Stash is a personal finance app that simplifies investing, making it easy and affordable for everyday Americans to build wealth and achieve their financial goals. Fractional shares make it easy to invest what you can afford on a set schedule. We can help you bank better with no hidden banking fees and access to early payday through direct deposit. The everyday card that helps you earn stock while you shop. Take stock of your life, our three subscription plans help make it affordable and easy. Our retirement options can help you ease into a more secure future. Stay focused on their long-term goals with our children’s investment accounts. Stash was built with a simple philosophy, everyone should have access to investing. Thanks to fractional shares, anyone can invest in the stock market with $5 or less. Stash helps more than 5 million people reach their financial goals. Stash can give you everything you need to build wealth for the long-term.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a simple financial tracking and analysis solution with a notion-style interface

Audience

Individuals who are new to investing or those looking for a simple, accessible platform to manage their finances. It appeals to younger, tech-savvy users, including millennials and Gen Z, who want to build wealth through low-cost, diversified investment options. Stash is also popular among individuals with a smaller budget for investing, as it allows users to start with small amounts of money

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$8 per month
Free Version
Free Trial

Pricing

$3/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Stash is fantastic for maintaining a portfolio, and their stock giveaways and their debit card are excellent tools for getting back extra on expenses.

Cons

  • Trading can be delayed, slowing the process on buys. If you're looking to short sell, it's not the product to use.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fina
United States
fina.xyz/

Company Information

Stash
Founded: 2015
United States
www.stash.com

Alternatives

Alternatives

Categories

Categories

Integrations

Era
GenRocket
MetroMap
Numeric
Utluna

Integrations

Era
GenRocket
MetroMap
Numeric
Utluna
Claim Fina and update features and information
Claim Fina and update features and information
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Claim Stash and update features and information