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Yes — Finance Bay is free to download and use with no time limit. The free plan includes portfolio tracking, asset research across 70,000+ assets, watchlists, news, and iCloud sync. A Pro subscription unlocks auto-refresh and unlimited account groups.
Finance Bay runs on all Apple platforms: iPhone, iPad, Mac, Apple Watch, Apple TV, and Apple Vision Pro. All your data syncs automatically across every device via iCloud.
All the data you enter — transactions, accounts, custom assets — is stored exclusively in your personal iCloud account. It never passes through our servers. We have no access to your financial information. See our Privacy Policy for full details.
Finance Bay covers 70,000+ assets including US equities (NYSE, NASDAQ), XETRA, EURONEXT, TSX, SEHK, ETFs, mutual funds, and REITs. You can also add any asset manually using the custom asset feature.
An Account represents a single brokerage or investment strategy (e.g. "Fidelity IRA"). An Account Group is a collection of accounts — for example, grouping all your retirement accounts together. You can see consolidated returns and metrics for any group.
With a Pro subscription, all your accounts and account groups update automatically in the background — no manual refresh needed. Prices pull from live market data feeds. Auto-refresh activates immediately after subscribing to Pro.
Yes. Finance Bay supports CSV import from most major brokerages. Visit the Import page for step-by-step instructions and the list of supported brokers. If your broker isn't listed, a generic CSV format is also supported.
Subscriptions are managed through Apple's App Store. To cancel, open Settings on your iPhone or iPad → tap your Apple ID → Subscriptions → Finance Bay → Cancel Subscription. You'll retain Pro access until the end of your current billing period.
Finance Bay requires iOS 17.0 or later on iPhone, iPadOS 17.0 on iPad, macOS 14.0 (Sonoma) on Mac, watchOS 10.0 on Apple Watch, tvOS 17.0 on Apple TV, and visionOS 2.0 on Apple Vision Pro.
Please use the Contact page or email us directly at support@financebay.app. Include your device model, iOS version, and steps to reproduce the issue. We aim to respond within one business day.